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 | 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% |