ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $136,186 | -4.6% | 885 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $142,693 | +6.2% | 885 | 0.0% | 0.02% | +7.1% |
Q1 2023 | $134,345 | +4.6% | 885 | 0.0% | 0.01% | -12.5% |
Q4 2022 | $128,422 | -36.1% | 885 | -47.4% | 0.02% | -36.0% |
Q3 2019 | $201,000 | -32.6% | 1,684 | -50.8% | 0.02% | -43.2% |
Q1 2014 | $298,000 | -43.0% | 3,425 | -44.1% | 0.04% | -48.2% |
Q4 2013 | $523,000 | – | 6,125 | – | 0.08% | – |
Download |
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% |