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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,724,795 | +1.5% | 23,108 | -4.4% | 0.42% | -22.4% |
| Q1 2023 | $3,669,521 | +29.8% | 24,180 | +17.6% | 0.55% | -28.0% |
| Q2 2022 | $2,827,000 | -11.8% | 20,569 | -0.1% | 0.76% | +49.2% |
| Q1 2022 | $3,205,000 | +7.2% | 20,581 | +0.1% | 0.51% | -7.9% |
| Q3 2021 | $2,991,000 | -49.1% | 20,569 | -48.4% | 0.55% | -53.1% |
| Q2 2021 | $5,880,000 | +102.4% | 39,824 | +93.6% | 1.18% | +43.3% |
| Q1 2021 | $2,905,000 | +10.1% | 20,569 | -0.2% | 0.82% | -3.1% |
| Q4 2020 | $2,638,000 | +18.3% | 20,604 | +0.0% | 0.85% | -7.7% |
| Q3 2020 | $2,229,000 | – | 20,603 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 505,763 | $58,956,000 | 26.95% |
| Townsend & Associates, Inc | 196,584 | $23,278,000 | 17.76% |
| AMARILLO NATIONAL BANK | 355,923 | $41,490,000 | 16.60% |
| Regal Wealth Group, Inc. | 154,176 | $17,972,000 | 12.47% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,509 | $16,029,000 | 12.06% |
| Salomon & Ludwin, LLC | 452,530 | $52,751,000 | 10.66% |
| FINANCIAL LIFE ADVISORS | 111,734 | $13,025,000 | 8.63% |
| LVZ, Inc. | 339,679 | $35,956,000 | 8.15% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 86,608 | $10,092,000 | 7.51% |
| PHH Investments, Ltd. | 220,038 | $25,650,000 | 7.32% |