ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |