ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 524 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $837,069 | +31.1% | 5,441 | +37.4% | 0.09% | +32.4% |
| Q2 2023 | $638,474 | -58.4% | 3,961 | -72.1% | 0.07% | -63.4% |
| Q2 2020 | $1,535,000 | +9.3% | 14,184 | -2.9% | 0.19% | -7.2% |
| Q1 2020 | $1,405,000 | -29.0% | 14,602 | -4.1% | 0.21% | -3.7% |
| Q4 2019 | $1,980,000 | +17.9% | 15,222 | +7.9% | 0.22% | -15.2% |
| Q3 2019 | $1,680,000 | +269.2% | 14,102 | +214.4% | 0.26% | +228.2% |
| Q4 2016 | $455,000 | – | 4,486 | – | 0.08% | – |
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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% |