ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,689,942 | +0.8% | 36,986 | +5.7% | 0.86% | +5.5% |
Q2 2023 | $5,642,311 | +27.9% | 35,004 | +20.5% | 0.82% | +19.0% |
Q1 2023 | $4,410,313 | +1.4% | 29,061 | -3.1% | 0.68% | -4.1% |
Q4 2022 | $4,349,939 | +10.5% | 29,985 | -2.1% | 0.71% | +2.1% |
Q3 2022 | $3,935,000 | -6.6% | 30,619 | -0.1% | 0.70% | -3.2% |
Q2 2022 | $4,214,000 | -13.0% | 30,657 | -1.5% | 0.72% | -2.6% |
Q1 2022 | $4,846,000 | +0.9% | 31,118 | +1.5% | 0.74% | +2.3% |
Q4 2021 | $4,803,000 | +8.9% | 30,667 | +1.1% | 0.72% | +1.0% |
Q3 2021 | $4,409,000 | -1.6% | 30,320 | -0.1% | 0.72% | -0.4% |
Q2 2021 | $4,479,000 | +7.4% | 30,336 | +2.7% | 0.72% | +1.4% |
Q1 2021 | $4,172,000 | +10.6% | 29,539 | +0.2% | 0.71% | +2.9% |
Q4 2020 | $3,773,000 | – | 29,469 | – | 0.69% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
LPWM LLC | 249,212 | $37,820,405 | 18.18% |
Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |