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 | $1,763,980 | -6.7% | 11,466 | -2.2% | 1.01% | -0.9% |
| Q2 2023 | $1,889,845 | +3.5% | 11,724 | -2.5% | 1.02% | -6.0% |
| Q1 2023 | $1,825,419 | +2.4% | 12,028 | -2.1% | 1.08% | -1.5% |
| Q4 2022 | $1,782,813 | +26.4% | 12,289 | +11.9% | 1.10% | +6.9% |
| Q3 2022 | $1,411,000 | +7.5% | 10,980 | +15.0% | 1.03% | +2.9% |
| Q2 2022 | $1,313,000 | +59.3% | 9,551 | +80.6% | 1.00% | +80.5% |
| Q1 2022 | $824,000 | +0.1% | 5,288 | +0.6% | 0.56% | -0.5% |
| Q4 2021 | $823,000 | – | 5,256 | – | 0.56% | – |
Download | ||||||
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% |