ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $570,746 | +780.8% | 3,710 | +822.9% | 0.02% | +700.0% |
| Q2 2023 | $64,798 | +6.2% | 402 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $61,008 | +80.5% | 402 | +72.5% | 0.00% | +100.0% |
| Q4 2022 | $33,801 | -52.4% | 233 | -57.6% | 0.00% | -50.0% |
| Q3 2022 | $71,000 | -5.3% | 549 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $75,000 | +108.3% | 549 | +135.6% | 0.00% | +100.0% |
| Q1 2022 | $36,000 | +800.0% | 233 | +375.5% | 0.00% | – |
| Q1 2020 | $4,000 | -77.8% | 49 | -66.0% | 0.00% | -100.0% |
| Q4 2019 | $18,000 | +63.6% | 144 | +51.6% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | – | 95 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |