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 | $22,146,006 | -2.6% | 143,955 | +2.0% | 7.37% | -0.4% |
| Q2 2023 | $22,744,038 | +6.5% | 141,101 | +0.3% | 7.40% | +1.8% |
| Q1 2023 | $21,350,427 | +4.7% | 140,685 | +0.0% | 7.27% | -2.3% |
| Q4 2022 | $20,400,467 | +10.6% | 140,625 | -2.0% | 7.44% | +6.1% |
| Q3 2022 | $18,441,000 | -10.8% | 143,484 | -4.6% | 7.01% | -4.1% |
| Q2 2022 | $20,675,000 | -25.8% | 150,410 | -15.9% | 7.31% | +4.1% |
| Q1 2022 | $27,847,000 | +1.5% | 178,826 | +2.1% | 7.03% | +5.3% |
| Q4 2021 | $27,425,000 | +17.1% | 175,092 | +8.7% | 6.67% | +9.2% |
| Q3 2021 | $23,417,000 | -0.2% | 161,032 | +1.3% | 6.11% | +5.8% |
| Q2 2021 | $23,460,000 | -4.1% | 158,901 | -5.2% | 5.77% | -7.5% |
| Q1 2021 | $24,469,000 | +60.6% | 167,595 | +40.8% | 6.24% | -28.9% |
| Q4 2020 | $15,237,000 | – | 119,017 | – | 8.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |