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 | $600,379 | -4.6% | 3,903 | 0.0% | 0.39% | -1.8% |
| Q2 2023 | $629,063 | -7.5% | 3,903 | -12.9% | 0.39% | -7.1% |
| Q1 2023 | $680,399 | +4.6% | 4,483 | 0.0% | 0.42% | +3.7% |
| Q4 2022 | $650,379 | +2.9% | 4,483 | -8.8% | 0.41% | -7.1% |
| Q3 2022 | $632,000 | -7.1% | 4,917 | -0.6% | 0.44% | -0.2% |
| Q2 2022 | $680,000 | -12.3% | 4,946 | -0.7% | 0.44% | +5.8% |
| Q1 2022 | $775,000 | +4.0% | 4,979 | +4.6% | 0.42% | +4.8% |
| Q4 2021 | $745,000 | +2.3% | 4,758 | -4.9% | 0.40% | -5.7% |
| Q3 2021 | $728,000 | -1.5% | 5,003 | 0.0% | 0.42% | +1.9% |
| Q2 2021 | $739,000 | +8.2% | 5,003 | +3.5% | 0.41% | +3.8% |
| Q1 2021 | $683,000 | +3.3% | 4,833 | -6.4% | 0.40% | -9.5% |
| Q4 2020 | $661,000 | -5.2% | 5,161 | -16.7% | 0.44% | -13.7% |
| Q3 2020 | $697,000 | -52.2% | 6,196 | -54.0% | 0.51% | -52.5% |
| Q2 2020 | $1,457,000 | +10.5% | 13,466 | -1.6% | 1.07% | -7.8% |
| Q1 2020 | $1,318,000 | -30.2% | 13,690 | -5.7% | 1.16% | -7.3% |
| Q4 2019 | $1,889,000 | +17.9% | 14,521 | +8.0% | 1.26% | +10.7% |
| Q3 2019 | $1,602,000 | +0.1% | 13,448 | -2.0% | 1.14% | -0.4% |
| Q2 2019 | $1,600,000 | -3.0% | 13,729 | -6.1% | 1.14% | +0.5% |
| Q1 2019 | $1,649,000 | +10.8% | 14,625 | -0.6% | 1.13% | -0.3% |
| Q4 2018 | $1,488,000 | -7.3% | 14,712 | +6.2% | 1.14% | +0.2% |
| Q3 2018 | $1,605,000 | +8.9% | 13,853 | +3.5% | 1.13% | +3.0% |
| Q2 2018 | $1,474,000 | +0.5% | 13,385 | -0.3% | 1.10% | -3.3% |
| Q1 2018 | $1,467,000 | -3.0% | 13,420 | +1.3% | 1.14% | +1.2% |
| Q4 2017 | $1,513,000 | – | 13,248 | – | 1.12% | – |
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% |