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 | $3,636,251 | -0.4% | 23,637 | +4.3% | 0.66% | +3.1% |
| Q2 2023 | $3,652,108 | +6.0% | 22,657 | -0.2% | 0.64% | -13.8% |
| Q1 2023 | $3,444,230 | +7.0% | 22,695 | +2.3% | 0.75% | +7.8% |
| Q4 2022 | $3,217,852 | +17.0% | 22,181 | +3.6% | 0.69% | -9.4% |
| Q3 2022 | $2,751,000 | -1.0% | 21,402 | +5.8% | 0.77% | +1.5% |
| Q2 2022 | $2,780,000 | -7.3% | 20,221 | +5.0% | 0.76% | -2.3% |
| Q1 2022 | $3,000,000 | +59.1% | 19,266 | +60.0% | 0.77% | -20.4% |
| Q4 2021 | $1,886,000 | +23.2% | 12,038 | +14.3% | 0.97% | +12.1% |
| Q3 2021 | $1,531,000 | -1.7% | 10,530 | +0.3% | 0.87% | -5.6% |
| Q2 2021 | $1,557,000 | +25.2% | 10,498 | +19.2% | 0.92% | +13.6% |
| Q1 2021 | $1,244,000 | +22.6% | 8,809 | +11.1% | 0.81% | +13.2% |
| Q4 2020 | $1,015,000 | – | 7,928 | – | 0.71% | – |
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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% |