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 | $693,141 | -8.1% | 4,533 | 0.0% | 0.52% | -1.5% |
| Q2 2023 | $754,337 | +10.5% | 4,533 | 0.0% | 0.53% | +4.5% |
| Q1 2023 | $682,488 | -1.0% | 4,533 | 0.0% | 0.51% | -1.9% |
| Q4 2022 | $689,696 | +18.3% | 4,533 | 0.0% | 0.52% | +2.6% |
| Q3 2022 | $583,000 | -10.9% | 4,533 | -4.1% | 0.51% | -0.6% |
| Q2 2022 | $654,000 | -0.3% | 4,728 | +4.6% | 0.51% | +3.0% |
| Q1 2022 | $656,000 | -3.2% | 4,522 | +0.5% | 0.50% | -6.8% |
| Q4 2021 | $678,000 | – | 4,500 | – | 0.53% | – |
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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% |