ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,327 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,851,360 | -9.0% | 43,137 | -6.6% | 0.33% | -22.2% |
| Q1 2024 | $8,627,103 | +12.9% | 46,181 | +5.1% | 0.42% | -10.9% |
| Q4 2023 | $7,643,901 | -9.3% | 43,958 | -19.8% | 0.47% | -20.9% |
| Q3 2023 | $8,432,191 | +1.1% | 54,811 | +5.9% | 0.59% | +8.8% |
| Q2 2023 | $8,341,089 | +18.1% | 51,747 | +11.2% | 0.55% | +41.1% |
| Q1 2023 | $7,062,721 | +467.3% | 46,539 | +413.8% | 0.39% | +339.8% |
| Q2 2022 | $1,245,000 | -32.9% | 9,058 | -24.0% | 0.09% | -22.8% |
| Q1 2022 | $1,856,000 | +15.4% | 11,919 | +16.0% | 0.11% | +14.0% |
| Q4 2021 | $1,609,000 | +628.1% | 10,272 | +584.8% | 0.10% | +488.2% |
| Q2 2021 | $221,000 | +4.2% | 1,500 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $212,000 | – | 1,500 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |