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 | $3,032,417 | -7.2% | 19,712 | -2.7% | 2.62% | -2.4% |
| Q2 2023 | $3,266,112 | +3.9% | 20,263 | -1.6% | 2.68% | -2.7% |
| Q1 2023 | $3,143,945 | -17.7% | 20,585 | -21.8% | 2.76% | -21.2% |
| Q4 2022 | $3,819,111 | +19.4% | 26,326 | +9.6% | 3.50% | +14.0% |
| Q3 2022 | $3,199,000 | -11.2% | 24,015 | -8.4% | 3.07% | -11.2% |
| Q2 2022 | $3,603,000 | -14.1% | 26,209 | -2.7% | 3.46% | +4.7% |
| Q1 2022 | $4,194,000 | -9.8% | 26,930 | -9.3% | 3.30% | -0.2% |
| Q4 2021 | $4,652,000 | +8.7% | 29,703 | +0.9% | 3.31% | +2.3% |
| Q3 2021 | $4,280,000 | -1.5% | 29,429 | -0.0% | 3.24% | -0.9% |
| Q2 2021 | $4,347,000 | -3.2% | 29,441 | -7.4% | 3.27% | -10.2% |
| Q1 2021 | $4,489,000 | +8.7% | 31,783 | -1.4% | 3.64% | +4.0% |
| Q4 2020 | $4,128,000 | +13.2% | 32,246 | -0.5% | 3.50% | -2.1% |
| Q3 2020 | $3,646,000 | – | 32,420 | – | 3.58% | – |
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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% |