ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,236 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,071,116 | -4.7% | 60,827 | -2.1% | 7.20% | -4.5% |
| Q1 2024 | $11,612,430 | +1.9% | 62,162 | -5.2% | 7.54% | -5.1% |
| Q4 2023 | $11,396,800 | +11.2% | 65,540 | -1.6% | 7.95% | +1.2% |
| Q3 2023 | $10,251,438 | -3.9% | 66,637 | +0.7% | 7.86% | +0.2% |
| Q2 2023 | $10,661,938 | +9.1% | 66,145 | +2.7% | 7.84% | +2.4% |
| Q1 2023 | $9,770,651 | +17.2% | 64,382 | +12.0% | 7.66% | +3.4% |
| Q4 2022 | $8,335,877 | +118055.6% | 57,461 | +4.7% | 7.40% | +7.9% |
| Q3 2022 | $7,055 | -99.9% | 54,894 | +0.1% | 6.86% | -1.2% |
| Q2 2022 | $7,540,000 | -9.0% | 54,854 | +3.1% | 6.94% | +1.8% |
| Q1 2022 | $8,289,000 | +3.9% | 53,229 | +4.5% | 6.82% | +6.6% |
| Q4 2021 | $7,976,000 | +13.4% | 50,925 | +5.3% | 6.39% | +2.2% |
| Q3 2021 | $7,031,000 | -0.5% | 48,350 | +1.0% | 6.25% | +2.3% |
| Q2 2021 | $7,065,000 | +1.8% | 47,853 | -2.7% | 6.12% | +1994.2% |
| Q1 2021 | $6,943,000 | +16.9% | 49,158 | +6.0% | 0.29% | -95.0% |
| Q4 2020 | $5,937,000 | – | 46,379 | – | 5.89% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 421,198 | $61,103,192 | 23.23% |
| LPWM LLC | 242,937 | $36,547,490 | 19.66% |
| Foundation Wealth Management, LLC | 106,939 | $15,513,621 | 15.75% |
| Halpern Financial, Inc. | 274,700 | $39,850,734 | 14.61% |
| HOHIMER WEALTH MANAGEMENT, LLC | 314,579 | $45,635,976 | 14.56% |
| LVZ, Inc. | 575,155 | $83,437,689 | 13.02% |
| MMA ASSET MANAGEMENT LLC | 107,216 | $15,553,878 | 12.68% |
| Frank, Rimerman Advisors LLC | 269,955 | $39,162,372 | 12.20% |
| Powell Investment Advisors, LLC | 143,642 | $20,838,131 | 12.10% |
| Strategic Wealth Partners Group, LLC | 374,163 | $54,279 | 11.52% |