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 | $467,674 | -6.4% | 3,040 | -2.0% | 0.20% | -2.5% |
Q2 2023 | $499,850 | +33.8% | 3,101 | +26.0% | 0.20% | +25.2% |
Q1 2023 | $373,481 | +4.6% | 2,461 | 0.0% | 0.16% | -1.2% |
Q4 2022 | $357,017 | +12.9% | 2,461 | 0.0% | 0.16% | +1.2% |
Q3 2022 | $316,288 | -6.5% | 2,461 | 0.0% | 0.16% | -3.6% |
Q2 2022 | $338,289 | -11.7% | 2,461 | 0.0% | 0.17% | +2.4% |
Q1 2022 | $383,227 | -45.0% | 2,461 | -44.6% | 0.16% | -41.1% |
Q4 2021 | $696,377 | – | 4,446 | – | 0.28% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
LPWM LLC | 249,212 | $37,820,405 | 18.18% |
Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |