ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,236 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $178,072 | -2.1% | 978 | +0.4% | 0.08% | -7.7% |
Q1 2024 | $181,911 | +22.5% | 974 | +0.9% | 0.09% | +2.2% |
Q4 2023 | $148,456 | 0.0% | 965 | 0.0% | 0.09% | -30.5% |
Q3 2023 | $148,456 | -4.6% | 965 | 0.0% | 0.13% | -2.3% |
Q2 2023 | $155,549 | +6.2% | 965 | 0.0% | 0.13% | -2.2% |
Q1 2023 | $146,449 | – | 965 | – | 0.13% | – |
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% |