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 | $469,205 | -4.6% | 3,052 | 0.0% | 0.04% | +2.4% |
| Q2 2023 | $491,952 | -62.0% | 3,052 | -69.3% | 0.04% | -70.1% |
| Q4 2019 | $1,295,000 | +9.2% | 9,954 | 0.0% | 0.14% | -4.2% |
| Q3 2019 | $1,186,000 | +2.2% | 9,954 | 0.0% | 0.14% | -6.5% |
| Q2 2019 | $1,160,000 | +3.4% | 9,954 | 0.0% | 0.15% | -15.9% |
| Q1 2019 | $1,122,000 | -13.0% | 9,954 | -15.1% | 0.18% | -5.7% |
| Q2 2018 | $1,290,000 | +0.7% | 11,719 | 0.0% | 0.19% | -15.7% |
| Q1 2018 | $1,281,000 | -4.3% | 11,719 | 0.0% | 0.23% | -5.8% |
| Q4 2017 | $1,338,000 | +5.9% | 11,719 | 0.0% | 0.24% | +1.7% |
| Q3 2017 | $1,264,000 | -29.3% | 11,719 | -31.3% | 0.24% | -34.5% |
| Q2 2017 | $1,789,000 | +0.9% | 17,048 | 0.0% | 0.36% | -2.9% |
| Q1 2017 | $1,773,000 | – | 17,048 | – | 0.38% | – |
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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% |