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 | $5,461 | +0.6% | 33,692 | -1.0% | 0.78% | +5.3% |
| Q2 2023 | $5,431 | +4.1% | 34,031 | -1.2% | 0.74% | +1.1% |
| Q1 2023 | $5,217 | +3.9% | 34,444 | -0.4% | 0.73% | +6.3% |
| Q4 2022 | $5,019 | -99.9% | 34,596 | -2.3% | 0.68% | -4.5% |
| Q3 2022 | $4,610,000 | -8.2% | 35,395 | -1.8% | 0.72% | -4.0% |
| Q2 2022 | $5,021,000 | -12.6% | 36,050 | -1.0% | 0.75% | -2.4% |
| Q1 2022 | $5,744,000 | – | 36,431 | – | 0.76% | – |
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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% |