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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $558,360 | +19.5% | 3,211 | +5.8% | 0.02% | +5.6% |
Q3 2023 | $467,058 | -0.9% | 3,036 | +3.9% | 0.02% | +5.9% |
Q2 2023 | $471,158 | +22.7% | 2,923 | +15.6% | 0.02% | +13.3% |
Q1 2023 | $383,849 | +135535.7% | 2,529 | +29.5% | 0.02% | +25.0% |
Q4 2022 | $283 | -99.9% | 1,953 | +0.2% | 0.01% | +9.1% |
Q3 2022 | $251,000 | -10.4% | 1,949 | -4.2% | 0.01% | -8.3% |
Q2 2022 | $280,000 | -23.5% | 2,034 | -13.5% | 0.01% | -7.7% |
Q1 2022 | $366,000 | – | 2,351 | – | 0.01% | – |
Download |
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% |