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 | $718,279 | -8.9% | 4,669 | -4.6% | 0.41% | -6.6% |
| Q2 2023 | $788,541 | +6.2% | 4,892 | 0.0% | 0.44% | 0.0% |
| Q1 2023 | $742,410 | +4.6% | 4,892 | 0.0% | 0.44% | -2.7% |
| Q4 2022 | $709,682 | +12.8% | 4,892 | 0.0% | 0.45% | -4.2% |
| Q3 2022 | $629,000 | -6.4% | 4,892 | 0.0% | 0.47% | -3.9% |
| Q2 2022 | $672,000 | -11.8% | 4,892 | 0.0% | 0.49% | -3.0% |
| Q1 2022 | $762,000 | -0.5% | 4,892 | 0.0% | 0.51% | -3.3% |
| Q4 2021 | $766,000 | – | 4,892 | – | 0.52% | – |
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% |