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 | $183,224 | -4.6% | 1,191 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $191,978 | +6.2% | 1,191 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $180,747 | +18.1% | 1,191 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $153,000 | -6.7% | 1,191 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $164,000 | +446.7% | 1,191 | +334.7% | 0.00% | +300.0% |
| Q2 2020 | $30,000 | +15.4% | 274 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -72.6% | 274 | -62.5% | 0.00% | -66.7% |
| Q4 2019 | $95,000 | +9.2% | 731 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $87,000 | +2.4% | 731 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $85,000 | – | 731 | – | 0.00% | – |
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% |