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 | $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 | 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% |