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 | $264,605 | -4.6% | 1,720 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $277,247 | -4.5% | 1,720 | -10.1% | 0.12% | -9.9% |
| Q1 2023 | $290,317 | +4.6% | 1,913 | 0.0% | 0.13% | +1.6% |
| Q4 2022 | $277,519 | +12.8% | 1,913 | 0.0% | 0.13% | -3.7% |
| Q3 2022 | $246,000 | -6.5% | 1,913 | 0.0% | 0.13% | -1.5% |
| Q2 2022 | $263,000 | -1.9% | 1,913 | +11.2% | 0.14% | +7.9% |
| Q1 2022 | $268,000 | -0.4% | 1,720 | 0.0% | 0.13% | +2.4% |
| Q4 2021 | $269,000 | +7.6% | 1,720 | 0.0% | 0.12% | -2.4% |
| Q3 2021 | $250,000 | -1.6% | 1,720 | 0.0% | 0.13% | -1.6% |
| Q2 2021 | $254,000 | +4.5% | 1,720 | 0.0% | 0.13% | -3.0% |
| Q1 2021 | $243,000 | +10.5% | 1,720 | 0.0% | 0.13% | +5.6% |
| Q4 2020 | $220,000 | – | 1,720 | – | 0.12% | – |
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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% |