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 | $20,461 | -72.4% | 133 | -77.0% | 0.00% | -66.7% |
| Q3 2022 | $74,000 | +825.0% | 579 | +1013.5% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | – | 52 | – | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $376,992,000 | +5.9% | 3,300 | 0.0% | 0.03% | +3.3% |
| Q3 2017 | $356,103,000 | +2.8% | 3,300 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $346,368,000 | +2152.4% | 3,300 | +1829.8% | 0.03% | +1450.0% |
| Q1 2016 | $15,378,000 | -58.2% | 171 | -60.2% | 0.00% | -94.1% |
| Q4 2013 | $36,748,000 | – | 430 | – | 0.03% | – |
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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% |