ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,911 | -13.4% | 1,969 | -9.2% | 0.01% | -15.4% |
| Q2 2023 | $349,622 | +6.2% | 2,169 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $329,168 | +4.6% | 2,169 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $314,657 | +12.8% | 2,169 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $279,000 | -6.4% | 2,169 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $298,000 | -19.2% | 2,169 | -8.4% | 0.01% | -7.1% |
| Q1 2022 | $369,000 | -1.1% | 2,369 | -0.4% | 0.01% | 0.0% |
| Q4 2021 | $373,000 | +7.8% | 2,379 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $346,000 | -1.4% | 2,379 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $351,000 | -0.3% | 2,379 | -4.4% | 0.01% | -6.7% |
| Q1 2021 | $352,000 | +10.3% | 2,489 | 0.0% | 0.02% | +7.1% |
| Q4 2020 | $319,000 | +13.9% | 2,489 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $280,000 | -9.7% | 2,489 | -13.2% | 0.01% | -17.6% |
| Q2 2020 | $310,000 | +12.3% | 2,868 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $276,000 | -26.0% | 2,868 | 0.0% | 0.02% | -10.0% |
| Q4 2019 | $373,000 | – | 2,868 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |