ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 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 | $18,550,335 | -9.6% | 120,582 | -5.3% | 0.31% | -9.5% |
| Q2 2023 | $20,526,096 | +40.5% | 127,341 | +32.3% | 0.35% | +16.1% |
| Q1 2023 | $14,610,239 | +2291.2% | 96,272 | +1623.1% | 0.30% | +1561.1% |
| Q1 2018 | $611,000 | +72.1% | 5,587 | +45.3% | 0.02% | +38.5% |
| Q2 2015 | $355,000 | -0.3% | 3,846 | -0.1% | 0.01% | +8.3% |
| Q1 2015 | $356,000 | -25.1% | 3,849 | -24.0% | 0.01% | -36.8% |
| Q4 2014 | $475,000 | -88.0% | 5,062 | -88.5% | 0.02% | -88.3% |
| Q3 2014 | $3,948,000 | +5.3% | 43,829 | +5.6% | 0.16% | -4.1% |
| Q2 2014 | $3,748,000 | – | 41,510 | – | 0.17% | – |
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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% |