ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $627,434 | -5.6% | 4,078 | -1.1% | 0.16% | +3.8% |
| Q2 2023 | $664,825 | +4.1% | 4,124 | -2.0% | 0.16% | -3.7% |
| Q1 2023 | $638,901 | +8.2% | 4,210 | +3.4% | 0.16% | -1.2% |
| Q4 2022 | $590,743 | +184.0% | 4,072 | +189.2% | 0.17% | +176.7% |
| Q2 2021 | $208,000 | -19.4% | 1,408 | -36.5% | 0.06% | -49.6% |
| Q2 2019 | $258,000 | +4.0% | 2,217 | +0.6% | 0.12% | -1.7% |
| Q1 2019 | $248,000 | +6.4% | 2,204 | -4.5% | 0.12% | -14.2% |
| Q4 2018 | $233,000 | – | 2,307 | – | 0.14% | – |
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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% |