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 | $888,167 | -4.9% | 5,773 | -0.3% | 0.07% | +6.2% |
| Q2 2023 | $933,542 | +6.2% | 5,792 | 0.0% | 0.06% | +6.6% |
| Q1 2023 | $878,963 | +6.5% | 5,792 | +1.8% | 0.06% | -20.8% |
| Q4 2022 | $825,583 | +52.6% | 5,691 | +35.1% | 0.08% | +67.4% |
| Q3 2022 | $541,000 | -29.4% | 4,212 | -24.4% | 0.05% | -24.6% |
| Q2 2022 | $766,000 | -17.2% | 5,575 | -6.1% | 0.06% | -1.6% |
| Q1 2022 | $925,000 | +322.4% | 5,939 | +323.9% | 0.06% | +264.7% |
| Q4 2021 | $219,000 | – | 1,401 | – | 0.02% | – |
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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% |