ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,826,431 | +37.8% | 96,376 | +44.3% | 0.32% | +34.9% |
| Q2 2023 | $10,762,933 | +3.7% | 66,772 | -2.3% | 0.24% | -2.1% |
| Q1 2023 | $10,377,038 | +4.0% | 68,378 | -0.6% | 0.24% | -15.9% |
| Q4 2022 | $9,980,254 | +0.6% | 68,796 | -10.9% | 0.29% | -21.5% |
| Q3 2022 | $9,921,000 | -3.8% | 77,190 | +2.9% | 0.37% | -16.9% |
| Q2 2022 | $10,311,000 | -12.6% | 75,011 | -0.9% | 0.44% | -0.4% |
| Q1 2022 | $11,791,000 | -3.1% | 75,721 | -2.5% | 0.44% | +3.5% |
| Q4 2021 | $12,162,000 | +2.0% | 77,647 | -5.3% | 0.43% | -8.9% |
| Q3 2021 | $11,918,000 | -7.7% | 81,959 | -6.3% | 0.47% | -11.3% |
| Q2 2021 | $12,917,000 | +3.6% | 87,490 | -0.9% | 0.53% | -8.7% |
| Q1 2021 | $12,467,000 | +12.1% | 88,263 | +1.8% | 0.58% | +0.7% |
| Q4 2020 | $11,122,000 | +13.9% | 86,708 | -0.1% | 0.58% | -14.1% |
| Q3 2020 | $9,761,000 | +4.1% | 86,783 | +0.5% | 0.67% | -0.1% |
| Q2 2020 | $9,374,000 | +19.2% | 86,353 | +6.0% | 0.68% | -3.2% |
| Q1 2020 | $7,866,000 | +313.8% | 81,479 | +457.7% | 0.70% | +364.7% |
| Q4 2019 | $1,901,000 | +14.3% | 14,610 | +4.7% | 0.15% | +0.7% |
| Q3 2019 | $1,663,000 | +213.8% | 13,953 | +206.9% | 0.15% | +263.4% |
| Q2 2019 | $530,000 | -28.4% | 4,547 | -28.8% | 0.04% | -62.0% |
| Q1 2019 | $740,000 | +26.1% | 6,389 | +10.2% | 0.11% | +9.1% |
| Q4 2018 | $587,000 | -10.5% | 5,798 | +2.4% | 0.10% | -35.7% |
| Q3 2018 | $656,000 | +7.9% | 5,661 | +2.5% | 0.15% | +20.3% |
| Q2 2018 | $608,000 | -0.3% | 5,525 | -1.0% | 0.13% | -4.5% |
| Q1 2018 | $610,000 | -4.4% | 5,583 | 0.0% | 0.13% | +83.6% |
| Q4 2017 | $638,000 | +10.0% | 5,583 | +1.0% | 0.07% | -57.8% |
| Q2 2017 | $580,000 | – | 5,525 | – | 0.17% | – |
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% |