ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,313 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $710,567 | +51.4% | 3,904 | +55.4% | 0.03% | +52.6% |
| Q1 2024 | $469,266 | +2.5% | 2,512 | -4.6% | 0.02% | -5.0% |
| Q4 2023 | $457,852 | +12.5% | 2,633 | -0.5% | 0.02% | +5.3% |
| Q3 2023 | $407,060 | -1.0% | 2,646 | +3.7% | 0.02% | 0.0% |
| Q2 2023 | $411,356 | +49.9% | 2,552 | +41.2% | 0.02% | +26.7% |
| Q1 2023 | $274,382 | +4.6% | 1,808 | 0.0% | 0.02% | +7.1% |
| Q4 2022 | $262,286 | +22.6% | 1,808 | +8.2% | 0.01% | -6.7% |
| Q4 2020 | $214,000 | -8.5% | 1,671 | -7.3% | 0.02% | -21.1% |
| Q4 2019 | $234,000 | +8.8% | 1,802 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $215,000 | 0.0% | 1,802 | -2.3% | 0.02% | -5.0% |
| Q2 2019 | $215,000 | +3.4% | 1,844 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $208,000 | -1.0% | 1,844 | +1.9% | 0.02% | 0.0% |
| Q3 2018 | $210,000 | +1.4% | 1,809 | 0.0% | 0.02% | -8.7% |
| Q4 2017 | $207,000 | – | 1,809 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |