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 | $642,897 | -13.7% | 4,179 | -9.6% | 0.02% | -10.5% |
| Q2 2023 | $745,343 | +8.0% | 4,624 | +1.7% | 0.02% | 0.0% |
| Q1 2023 | $690,204 | +3.1% | 4,548 | -1.4% | 0.02% | 0.0% |
| Q4 2022 | $669,208 | +10.8% | 4,613 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $604,000 | -4.7% | 4,613 | +0.0% | 0.02% | 0.0% |
| Q2 2022 | $634,000 | -11.7% | 4,611 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $718,000 | +76.8% | 4,611 | +77.7% | 0.02% | +81.8% |
| Q4 2021 | $406,000 | +5.5% | 2,595 | -2.0% | 0.01% | 0.0% |
| Q3 2021 | $385,000 | -2.5% | 2,648 | -1.0% | 0.01% | -8.3% |
| Q2 2021 | $395,000 | +4.5% | 2,675 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $378,000 | -1.3% | 2,675 | -10.7% | 0.01% | -14.3% |
| Q4 2020 | $383,000 | +4.4% | 2,995 | -8.1% | 0.01% | -6.7% |
| Q3 2020 | $367,000 | +5.5% | 3,260 | +6.7% | 0.02% | +7.1% |
| Q2 2020 | $348,000 | +18.4% | 3,055 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $294,000 | -50.4% | 3,055 | -33.0% | 0.02% | -38.5% |
| Q4 2019 | $593,000 | +10.0% | 4,558 | -1.3% | 0.03% | -3.7% |
| Q3 2019 | $539,000 | 0.0% | 4,620 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $539,000 | +90.5% | 4,620 | +84.1% | 0.03% | -10.0% |
| Q1 2019 | $283,000 | -34.9% | 2,510 | -41.7% | 0.03% | +7.1% |
| Q4 2018 | $435,000 | -22.6% | 4,305 | -11.2% | 0.03% | -15.2% |
| Q3 2018 | $562,000 | +5.2% | 4,848 | -0.0% | 0.03% | +3.1% |
| Q2 2018 | $534,000 | -90.1% | 4,850 | -90.2% | 0.03% | -90.1% |
| Q1 2018 | $5,395,000 | +5.0% | 49,342 | +9.8% | 0.32% | +7.6% |
| Q4 2017 | $5,136,000 | +9.0% | 44,954 | +3.0% | 0.30% | +4.5% |
| Q3 2017 | $4,710,000 | +3.4% | 43,652 | +0.5% | 0.29% | +1.4% |
| Q2 2017 | $4,557,000 | -29.8% | 43,416 | -30.4% | 0.28% | -33.0% |
| Q1 2017 | $6,487,000 | +62.5% | 62,351 | +58.3% | 0.42% | +52.5% |
| Q4 2016 | $3,993,000 | – | 39,388 | – | 0.28% | – |
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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% |