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 | $3,420,385 | -5.0% | 22,233 | -0.5% | 0.17% | -1.1% |
| Q2 2023 | $3,600,886 | +8.8% | 22,339 | +2.4% | 0.17% | -14.3% |
| Q1 2023 | $3,309,208 | +4.0% | 21,806 | -0.6% | 0.20% | -10.2% |
| Q4 2022 | $3,183,426 | +102.5% | 21,944 | +79.4% | 0.23% | +73.8% |
| Q3 2022 | $1,572,000 | -8.6% | 12,232 | -2.2% | 0.13% | -9.1% |
| Q2 2022 | $1,719,000 | -9.7% | 12,505 | +2.3% | 0.14% | +5.9% |
| Q1 2022 | $1,903,000 | -45.0% | 12,218 | -44.7% | 0.14% | -47.9% |
| Q4 2021 | $3,462,000 | +147.1% | 22,102 | +129.5% | 0.26% | +34.9% |
| Q3 2021 | $1,401,000 | -3.2% | 9,632 | -1.7% | 0.19% | -25.9% |
| Q2 2021 | $1,447,000 | -0.9% | 9,801 | -5.2% | 0.26% | -8.2% |
| Q1 2021 | $1,460,000 | +4609.7% | 10,334 | +3488.2% | 0.28% | +1558.8% |
| Q2 2020 | $31,000 | -90.2% | 288 | -88.1% | 0.02% | -93.9% |
| Q4 2019 | $315,000 | -24.3% | 2,415 | -30.9% | 0.28% | -36.2% |
| Q3 2019 | $416,000 | +732.0% | 3,493 | +710.4% | 0.44% | +664.9% |
| Q2 2019 | $50,000 | – | 431 | – | 0.06% | – |
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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% |