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 | $3,961,634 | +13.8% | 25,752 | +19.3% | 4.90% | +4.7% |
Q2 2023 | $3,479,874 | +3.9% | 21,589 | -2.2% | 4.69% | -2.5% |
Q1 2023 | $3,350,077 | +0.4% | 22,075 | -4.0% | 4.80% | -6.7% |
Q4 2022 | $3,336,906 | +10.9% | 23,002 | +11.2% | 5.15% | +14.4% |
Q2 2022 | $3,010,000 | -8.1% | 20,678 | -1.7% | 4.50% | +1.8% |
Q1 2022 | $3,274,000 | -2.6% | 21,026 | -2.0% | 4.42% | +2.0% |
Q4 2021 | $3,361,000 | +6.7% | 21,457 | -0.9% | 4.33% | -1.3% |
Q3 2021 | $3,150,000 | +1.9% | 21,659 | +3.5% | 4.39% | +0.4% |
Q2 2021 | $3,090,000 | +13.8% | 20,932 | +8.9% | 4.37% | +2.8% |
Q1 2021 | $2,716,000 | – | 19,230 | – | 4.25% | – |
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% |