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 | $40,660,373 | -29.3% | 264,303 | -25.9% | 0.58% | -29.4% |
| Q2 2023 | $57,477,936 | +12.9% | 356,585 | +6.3% | 0.83% | +1.5% |
| Q1 2023 | $50,924,434 | +0.0% | 335,559 | -4.4% | 0.81% | -8.1% |
| Q4 2022 | $50,901,291 | +0.9% | 350,874 | -10.6% | 0.89% | -10.1% |
| Q3 2022 | $50,431,000 | +3.6% | 392,401 | +10.8% | 0.98% | +6.0% |
| Q2 2022 | $48,691,000 | -15.1% | 354,223 | -3.9% | 0.93% | -1.1% |
| Q1 2022 | $57,376,000 | -0.9% | 368,459 | -0.3% | 0.94% | +3.0% |
| Q4 2021 | $57,897,000 | +9.7% | 369,641 | +1.8% | 0.91% | +1.2% |
| Q3 2021 | $52,789,000 | -3.9% | 363,016 | -2.5% | 0.90% | -4.9% |
| Q2 2021 | $54,955,000 | +4.7% | 372,217 | +0.1% | 0.95% | -14.7% |
| Q1 2021 | $52,506,000 | +10.4% | 371,746 | +0.1% | 1.11% | +2.5% |
| Q4 2020 | $47,546,000 | +9.7% | 371,392 | -3.7% | 1.08% | -3.2% |
| Q3 2020 | $43,358,000 | +4.2% | 385,572 | +0.2% | 1.12% | -6.6% |
| Q2 2020 | $41,621,000 | +11.8% | 384,634 | -0.6% | 1.20% | -10.4% |
| Q1 2020 | $37,235,000 | -26.1% | 386,850 | -0.1% | 1.34% | -9.2% |
| Q4 2019 | $50,380,000 | – | 387,271 | – | 1.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 505,763 | $58,956,000 | 26.95% |
| Townsend & Associates, Inc | 196,584 | $23,278,000 | 17.76% |
| AMARILLO NATIONAL BANK | 355,923 | $41,490,000 | 16.60% |
| Regal Wealth Group, Inc. | 154,176 | $17,972,000 | 12.47% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,509 | $16,029,000 | 12.06% |
| Salomon & Ludwin, LLC | 452,530 | $52,751,000 | 10.66% |
| FINANCIAL LIFE ADVISORS | 111,734 | $13,025,000 | 8.63% |
| LVZ, Inc. | 339,679 | $35,956,000 | 8.15% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 86,608 | $10,092,000 | 7.51% |
| PHH Investments, Ltd. | 220,038 | $25,650,000 | 7.32% |