ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $458,302,000 | -6.5% | 3,566 | 0.0% | 0.17% | -2.3% |
| Q2 2022 | $490,182,000 | -11.7% | 3,566 | 0.0% | 0.17% | +3.0% |
| Q1 2022 | $555,297,000 | -0.6% | 3,566 | 0.0% | 0.17% | +3.7% |
| Q4 2021 | $558,542,000 | +7.7% | 3,566 | 0.0% | 0.16% | +7.3% |
| Q3 2021 | $518,567,000 | +3.0% | 3,566 | 0.0% | 0.15% | -21.5% |
| Q1 2021 | $503,661,000 | -8.3% | 3,566 | -17.6% | 0.19% | -17.7% |
| Q4 2020 | $549,358,000 | +12.9% | 4,326 | 0.0% | 0.23% | -4.5% |
| Q3 2020 | $486,458,000 | +3.9% | 4,326 | 0.0% | 0.24% | -9.7% |
| Q2 2020 | $468,116,000 | – | 4,326 | – | 0.27% | – |
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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% |