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 | $1,236,116 | -7.2% | 8,035 | -2.7% | 0.04% | -56.2% |
| Q2 2023 | $1,331,602 | -0.6% | 8,261 | -6.4% | 0.10% | -5.0% |
| Q1 2023 | $1,340,052 | -15.8% | 8,830 | -19.5% | 0.10% | -22.9% |
| Q4 2022 | $1,590,704 | +8.9% | 10,965 | -3.6% | 0.13% | -5.1% |
| Q3 2022 | $1,461,000 | -5.1% | 11,369 | +1.5% | 0.14% | -2.8% |
| Q2 2022 | $1,539,000 | – | 11,200 | – | 0.14% | – |
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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% |