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 | $2,279,953 | -17.3% | 14,820 | -13.3% | 0.00% | 0.0% |
| Q2 2023 | $2,756,149 | +10.8% | 17,095 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $2,487,220 | -12.8% | 16,455 | -16.6% | 0.00% | -25.0% |
| Q4 2022 | $2,851,626 | -35.3% | 19,730 | -42.3% | 0.00% | -42.9% |
| Q3 2022 | $4,410,000 | -17.7% | 34,205 | -12.2% | 0.01% | 0.0% |
| Q2 2022 | $5,361,000 | -6.3% | 38,942 | +6.5% | 0.01% | 0.0% |
| Q1 2022 | $5,723,000 | -2.8% | 36,555 | -2.6% | 0.01% | +16.7% |
| Q4 2021 | $5,888,000 | +0.8% | 37,550 | -6.2% | 0.01% | 0.0% |
| Q3 2021 | $5,841,000 | -18.5% | 40,050 | -17.7% | 0.01% | -25.0% |
| Q2 2021 | $7,168,000 | -25.7% | 48,650 | -28.6% | 0.01% | -27.3% |
| Q1 2021 | $9,651,000 | +16.2% | 68,150 | +4.4% | 0.01% | 0.0% |
| Q4 2020 | $8,306,000 | +145.2% | 65,300 | +118.4% | 0.01% | +120.0% |
| Q3 2020 | $3,387,000 | +13.2% | 29,900 | +8.1% | 0.01% | -16.7% |
| Q2 2020 | $2,992,000 | +41.2% | 27,650 | +26.5% | 0.01% | +20.0% |
| Q1 2020 | $2,119,000 | -73.1% | 21,850 | -64.0% | 0.01% | -64.3% |
| Q4 2019 | $7,866,000 | +24.0% | 60,675 | +14.0% | 0.01% | +16.7% |
| Q3 2019 | $6,341,000 | +3.4% | 53,225 | +1.2% | 0.01% | 0.0% |
| Q2 2019 | $6,132,000 | – | 52,600 | – | 0.01% | – |
Download | ||||||
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% |