ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 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 | $7,766,151 | -46.7% | 50,482 | -44.1% | 1.69% | -41.3% |
| Q2 2023 | $14,557,230 | +139.0% | 90,311 | +125.1% | 2.88% | +152.5% |
| Q1 2023 | $6,089,825 | -74.5% | 40,128 | -75.6% | 1.14% | -78.0% |
| Q4 2022 | $23,875,330 | +13.4% | 164,578 | +7.4% | 5.17% | -18.9% |
| Q2 2022 | $21,060,000 | -6.2% | 153,211 | +6.3% | 6.37% | +27.4% |
| Q1 2022 | $22,442,000 | – | 144,116 | – | 5.00% | – |
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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% |