ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,236 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,950,965 | -2.5% | 10,719 | +0.0% | 0.30% | -7.9% |
| Q1 2024 | $2,001,962 | +7.5% | 10,717 | +0.0% | 0.33% | -0.6% |
| Q4 2023 | $1,863,100 | +13.1% | 10,714 | +0.0% | 0.33% | +1.5% |
| Q3 2023 | $1,647,486 | -4.6% | 10,709 | 0.0% | 0.33% | +0.6% |
| Q2 2023 | $1,726,198 | +6.2% | 10,709 | +0.0% | 0.32% | -5.8% |
| Q1 2023 | $1,624,948 | +4.2% | 10,707 | -0.4% | 0.34% | -2.3% |
| Q4 2022 | $1,560,084 | +13.5% | 10,754 | +0.5% | 0.35% | +2.9% |
| Q3 2022 | $1,375,000 | -6.5% | 10,699 | 0.0% | 0.34% | -3.7% |
| Q2 2022 | $1,471,000 | -11.7% | 10,699 | +0.0% | 0.36% | +2.3% |
| Q1 2022 | $1,666,000 | -0.3% | 10,696 | +0.3% | 0.35% | +3.6% |
| Q4 2021 | $1,671,000 | +8.4% | 10,667 | +0.7% | 0.34% | -0.3% |
| Q3 2021 | $1,541,000 | -1.5% | 10,595 | -0.0% | 0.34% | -4.5% |
| Q2 2021 | $1,564,000 | +5.0% | 10,596 | +0.5% | 0.35% | -4.9% |
| Q1 2021 | $1,489,000 | – | 10,541 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |