ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $382,292 | -55.7% | 2,485 | -53.6% | 0.08% | -53.3% |
Q2 2023 | $863,334 | +28.6% | 5,356 | +21.0% | 0.18% | +17.4% |
Q1 2023 | $671,538 | -28.6% | 4,425 | -31.8% | 0.16% | -27.9% |
Q4 2022 | $940,634 | +9.1% | 6,484 | -3.3% | 0.22% | -23.8% |
Q3 2022 | $862,000 | +39.3% | 6,705 | +49.0% | 0.28% | +69.9% |
Q2 2022 | $619,000 | +204.9% | 4,501 | +245.7% | 0.17% | +232.0% |
Q1 2022 | $203,000 | – | 1,302 | – | 0.05% | – |
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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% |