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 | $7,969 | -4.6% | 51,804 | 0.0% | 1.28% | -3.3% |
| Q2 2023 | $8,350 | -8.4% | 51,804 | -13.7% | 1.32% | -10.6% |
| Q1 2023 | $9,114 | +4.8% | 60,056 | +0.2% | 1.48% | -0.6% |
| Q4 2022 | $8,697 | -99.9% | 59,947 | -25.3% | 1.49% | -22.4% |
| Q3 2022 | $10,307,000 | -6.5% | 80,198 | 0.0% | 1.92% | -3.9% |
| Q2 2022 | $11,024,000 | -17.3% | 80,198 | -6.3% | 2.00% | -5.1% |
| Q1 2022 | $13,327,000 | -6.0% | 85,582 | -5.5% | 2.10% | -0.4% |
| Q4 2021 | $14,180,000 | +3.1% | 90,532 | +0.1% | 2.11% | -8.7% |
| Q3 2021 | $13,754,000 | +0.9% | 90,467 | -2.1% | 2.31% | -8.6% |
| Q2 2021 | $13,637,000 | +4.8% | 92,366 | +0.3% | 2.53% | +3.7% |
| Q1 2021 | $13,011,000 | – | 92,120 | – | 2.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 505,763 | $58,956,000 | 26.95% |
| Townsend & Associates, Inc | 196,584 | $23,278,000 | 17.76% |
| AMARILLO NATIONAL BANK | 355,923 | $41,490,000 | 16.60% |
| Regal Wealth Group, Inc. | 154,176 | $17,972,000 | 12.47% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,509 | $16,029,000 | 12.06% |
| Salomon & Ludwin, LLC | 452,530 | $52,751,000 | 10.66% |
| FINANCIAL LIFE ADVISORS | 111,734 | $13,025,000 | 8.63% |
| LVZ, Inc. | 339,679 | $35,956,000 | 8.15% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 86,608 | $10,092,000 | 7.51% |
| PHH Investments, Ltd. | 220,038 | $25,650,000 | 7.32% |