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 | $791,968 | -44.8% | 5,148 | -42.2% | 0.22% | -45.0% |
Q2 2023 | $1,435,236 | -27.2% | 8,904 | -31.4% | 0.41% | -32.1% |
Q1 2023 | $1,970,300 | -24.3% | 12,983 | -27.7% | 0.60% | -25.8% |
Q4 2022 | $2,603,861 | +17.2% | 17,949 | +3.9% | 0.81% | +6.6% |
Q3 2022 | $2,221,000 | +15.4% | 17,281 | +23.4% | 0.76% | +23.3% |
Q2 2022 | $1,925,000 | +281.2% | 14,001 | +332.0% | 0.61% | +283.8% |
Q1 2022 | $505,000 | -41.3% | 3,241 | -41.1% | 0.16% | -44.3% |
Q4 2021 | $861,000 | – | 5,498 | – | 0.29% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
LPWM LLC | 254,891 | $38,975,312 | 17.52% |
Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |