ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,137 | -60.2% | 2,692 | -58.3% | 0.00% | -66.7% |
| Q2 2023 | $1,041,000 | +6.2% | 6,458 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $980,000 | +4.6% | 6,461 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $937,000 | -73.0% | 6,461 | -76.0% | 0.00% | -81.8% |
| Q3 2022 | $3,465,000 | -66.2% | 26,961 | -63.8% | 0.01% | -54.2% |
| Q2 2022 | $10,249,000 | -19.8% | 74,561 | -9.2% | 0.02% | +9.1% |
| Q1 2022 | $12,782,000 | -26.6% | 82,081 | -26.2% | 0.02% | -8.3% |
| Q4 2021 | $17,423,000 | +263.0% | 111,218 | +237.0% | 0.02% | +200.0% |
| Q3 2021 | $4,800,000 | +46.0% | 33,006 | +48.3% | 0.01% | +33.3% |
| Q2 2021 | $3,287,000 | -25.1% | 22,262 | -28.4% | 0.01% | -33.3% |
| Q1 2021 | $4,391,000 | – | 31,088 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |