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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $217,000 | -11.1% | 1,396 | -10.6% | 0.02% | -5.0% |
| Q4 2021 | $244,000 | +7.5% | 1,561 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $227,000 | -1.3% | 1,561 | 0.0% | 0.02% | -8.7% |
| Q2 2021 | $230,000 | -29.2% | 1,561 | -32.2% | 0.02% | -32.4% |
| Q1 2021 | $325,000 | +60.1% | 2,302 | +47.5% | 0.03% | +47.8% |
| Q4 2019 | $203,000 | -30.5% | 1,561 | -38.2% | 0.02% | -42.5% |
| Q3 2018 | $292,000 | +5.0% | 2,524 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $278,000 | +0.7% | 2,524 | 0.0% | 0.04% | -2.5% |
| Q1 2018 | $276,000 | -4.2% | 2,524 | 0.0% | 0.04% | -2.4% |
| Q4 2017 | $288,000 | +5.9% | 2,524 | 0.0% | 0.04% | +2.5% |
| Q3 2017 | $272,000 | +2.6% | 2,524 | 0.0% | 0.04% | +2.6% |
| Q2 2017 | $265,000 | +0.8% | 2,524 | 0.0% | 0.04% | -2.5% |
| Q1 2017 | $263,000 | +2.7% | 2,524 | 0.0% | 0.04% | -2.4% |
| Q4 2016 | $256,000 | +6.7% | 2,524 | 0.0% | 0.04% | +5.1% |
| Q3 2016 | $240,000 | +2.6% | 2,524 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $234,000 | – | 2,524 | – | 0.04% | – |
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% |