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 | $11,114,940 | -4.6% | 72,250 | 0.0% | 1.10% | +1.5% |
| Q2 2023 | $11,645,978 | +1.8% | 72,250 | -4.2% | 1.08% | +3.7% |
| Q1 2023 | $11,439,517 | +4.6% | 75,379 | 0.0% | 1.04% | +3.2% |
| Q4 2022 | $10,935,232 | +14.1% | 75,379 | +1.1% | 1.01% | +9.6% |
| Q3 2022 | $9,582,000 | -3.5% | 74,558 | +3.2% | 0.92% | +3.5% |
| Q2 2022 | $9,931,000 | -11.4% | 72,250 | +0.3% | 0.89% | 0.0% |
| Q1 2022 | $11,212,000 | -0.6% | 72,000 | 0.0% | 0.89% | +3.4% |
| Q4 2021 | $11,277,000 | +6.9% | 72,000 | -0.7% | 0.86% | +1.7% |
| Q3 2021 | $10,545,000 | -0.8% | 72,516 | +0.7% | 0.85% | +0.5% |
| Q2 2021 | $10,630,000 | +4.9% | 72,000 | +0.3% | 0.84% | -0.1% |
| Q1 2021 | $10,134,000 | +25.2% | 71,750 | +13.4% | 0.84% | +14.7% |
| Q4 2020 | $8,097,000 | +34.0% | 63,250 | +17.7% | 0.74% | +21.9% |
| Q3 2020 | $6,044,000 | +166.0% | 53,750 | +156.0% | 0.60% | +157.0% |
| Q2 2020 | $2,272,000 | +616.7% | 21,000 | +465.3% | 0.24% | +535.1% |
| Q4 2013 | $317,000 | +8.9% | 3,715 | 0.0% | 0.04% | +2.8% |
| Q3 2013 | $291,000 | +36.0% | 3,715 | +31.8% | 0.04% | +28.6% |
| Q2 2013 | $214,000 | – | 2,819 | – | 0.03% | – |
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% |