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 2022 | $419,000 | -6.5% | 3,260 | 0.0% | 0.03% | -7.1% |
| Q2 2022 | $448,000 | -11.8% | 3,260 | 0.0% | 0.03% | +33.3% |
| Q1 2022 | $508,000 | -0.6% | 3,260 | 0.0% | 0.02% | +16.7% |
| Q4 2021 | $511,000 | +7.8% | 3,260 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $474,000 | -1.5% | 3,260 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $481,000 | +5.3% | 3,260 | +0.8% | 0.02% | 0.0% |
| Q1 2021 | $457,000 | +10.4% | 3,235 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $414,000 | +12.2% | 3,235 | -1.4% | 0.02% | -5.3% |
| Q3 2020 | $369,000 | +16.8% | 3,280 | +12.3% | 0.02% | +5.6% |
| Q2 2020 | $316,000 | +12.5% | 2,920 | 0.0% | 0.02% | -25.0% |
| Q1 2020 | $281,000 | -35.7% | 2,920 | -13.1% | 0.02% | +9.1% |
| Q4 2019 | $437,000 | +30.4% | 3,360 | +19.6% | 0.02% | +15.8% |
| Q3 2019 | $335,000 | – | 2,810 | – | 0.02% | – |
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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% |