ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $910,579 | -18.7% | 5,919 | -14.8% | 0.14% | -6.2% |
| Q2 2023 | $1,120,144 | +44.5% | 6,949 | +36.0% | 0.14% | +42.2% |
| Q1 2023 | $775,141 | +3.6% | 5,108 | -1.0% | 0.10% | -1.9% |
| Q4 2022 | $748,384 | +73.2% | 5,159 | +53.4% | 0.10% | +48.6% |
| Q3 2022 | $432,000 | -19.7% | 3,363 | -14.0% | 0.07% | -14.6% |
| Q2 2022 | $538,000 | +23.1% | 3,912 | +39.5% | 0.08% | +39.0% |
| Q1 2022 | $437,000 | +20.7% | 2,804 | +21.4% | 0.06% | +22.9% |
| Q4 2021 | $362,000 | +3.4% | 2,310 | +0.1% | 0.05% | +2.1% |
| Q3 2021 | $350,000 | +2.9% | 2,308 | +0.1% | 0.05% | 0.0% |
| Q2 2021 | $340,000 | -51.3% | 2,305 | -53.4% | 0.05% | -54.4% |
| Q1 2021 | $698,000 | +11.0% | 4,944 | +0.6% | 0.10% | -5.5% |
| Q4 2020 | $629,000 | – | 4,913 | – | 0.11% | – |
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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% |