ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070,452 | -4.9% | 6,958 | -0.3% | 0.12% | -0.8% |
| Q2 2023 | $1,125,089 | +6.8% | 6,980 | +0.6% | 0.12% | -0.8% |
| Q1 2023 | $1,053,296 | +3.7% | 6,941 | -0.9% | 0.12% | -3.2% |
| Q4 2022 | $1,015,581 | +14.1% | 7,001 | +1.1% | 0.12% | +8.8% |
| Q3 2022 | $890,000 | -5.9% | 6,923 | +0.6% | 0.11% | +1.8% |
| Q2 2022 | $946,000 | +19.7% | 6,883 | +25.4% | 0.11% | +20.4% |
| Q1 2022 | $790,000 | +40.1% | 5,487 | +52.5% | 0.09% | +75.5% |
| Q4 2021 | $564,000 | +9.1% | 3,598 | +1.2% | 0.05% | -3.6% |
| Q3 2021 | $517,000 | +4.4% | 3,555 | +6.1% | 0.06% | +61.8% |
| Q2 2021 | $495,000 | +118.1% | 3,352 | +108.2% | 0.03% | +25.9% |
| Q1 2021 | $227,000 | -88.2% | 1,610 | -90.2% | 0.03% | -94.0% |
| Q2 2019 | $1,918,000 | +3.5% | 16,455 | +0.1% | 0.45% | +8.5% |
| Q1 2019 | $1,853,000 | – | 16,432 | – | 0.41% | – |
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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% |