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 | $4,487,886 | -4.0% | 29,014 | 0.0% | 0.12% | +4.3% |
| Q2 2023 | $4,676,767 | +6.2% | 29,014 | 0.0% | 0.12% | -11.5% |
| Q1 2023 | $4,403,165 | +99361.6% | 29,014 | -4.9% | 0.13% | 0.0% |
| Q4 2022 | $4,427 | -99.9% | 30,519 | 0.0% | 0.13% | +12.1% |
| Q3 2022 | $3,922,000 | -2.3% | 30,519 | +4.5% | 0.12% | +4.5% |
| Q2 2022 | $4,013,000 | -11.7% | 29,193 | 0.0% | 0.11% | +6.7% |
| Q1 2022 | $4,546,000 | +348.3% | 29,193 | +351.0% | 0.10% | +372.7% |
| Q4 2021 | $1,014,000 | +7.8% | 6,473 | 0.0% | 0.02% | +10.0% |
| Q3 2021 | $941,000 | -1.6% | 6,473 | 0.0% | 0.02% | +11.1% |
| Q2 2021 | $956,000 | – | 6,473 | – | 0.02% | – |
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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% |