ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $138,148 | -4.6% | 898 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $144,749 | -34.0% | 898 | -37.9% | 0.02% | -34.5% |
Q1 2023 | $219,293 | +93615.0% | 1,445 | -10.4% | 0.03% | -9.4% |
Q4 2022 | $234 | -99.9% | 1,613 | +6.7% | 0.03% | +14.3% |
Q3 2022 | $194,000 | +223.3% | 1,512 | +246.0% | 0.03% | +250.0% |
Q2 2022 | $60,000 | -82.5% | 437 | -80.1% | 0.01% | -80.0% |
Q1 2022 | $342,000 | +643.5% | 2,197 | +647.3% | 0.04% | +700.0% |
Q4 2021 | $46,000 | +206.7% | 294 | +194.0% | 0.01% | +150.0% |
Q3 2021 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $15,000 | – | 100 | – | 0.00% | – |
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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% |