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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,838 | -4.6% | 1,364 | -0.1% | 0.02% | -14.3% |
| Q2 2023 | $220,024 | +4.6% | 1,365 | -1.5% | 0.03% | -3.4% |
| Q1 2023 | $210,339 | +104546.3% | 1,386 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $201 | -99.9% | 1,386 | 0.0% | 0.03% | +15.4% |
| Q3 2022 | $178,000 | -6.8% | 1,386 | 0.0% | 0.03% | -16.1% |
| Q2 2022 | $191,000 | -11.6% | 1,386 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $216,000 | -4.0% | 1,386 | -3.5% | 0.03% | 0.0% |
| Q4 2021 | $225,000 | +7.7% | 1,436 | 0.0% | 0.03% | -3.1% |
| Q3 2021 | $209,000 | -1.4% | 1,436 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $212,000 | +4.4% | 1,436 | 0.0% | 0.03% | -3.0% |
| Q1 2021 | $203,000 | +9.1% | 1,436 | -1.1% | 0.03% | +3.1% |
| Q4 2020 | $186,000 | +11.4% | 1,452 | -2.1% | 0.03% | -3.0% |
| Q3 2020 | $167,000 | -40.4% | 1,483 | -42.6% | 0.03% | -44.1% |
| Q2 2020 | $280,000 | +12.4% | 2,583 | 0.0% | 0.06% | -19.2% |
| Q1 2020 | $249,000 | – | 2,583 | – | 0.07% | – |
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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% |