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 | $561,208 | +10.7% | 3,648 | +16.0% | 0.31% | +4.7% |
| Q2 2023 | $506,943 | +106177.4% | 3,145 | 0.0% | 0.30% | +9.9% |
| Q1 2023 | $477 | -44.3% | 3,145 | -46.7% | 0.27% | -43.1% |
| Q4 2022 | $856 | -99.9% | 5,904 | -13.8% | 0.48% | -15.6% |
| Q3 2022 | $880,000 | -52.7% | 6,850 | -49.4% | 0.57% | -56.2% |
| Q2 2022 | $1,860,000 | -55.1% | 13,530 | -49.1% | 1.30% | -52.3% |
| Q1 2022 | $4,142,000 | +5.9% | 26,598 | +6.6% | 2.72% | -10.0% |
| Q4 2021 | $3,910,000 | – | 24,961 | – | 3.02% | – |
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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% |