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 | $246,759 | -4.6% | 1,604 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $258,549 | -7.0% | 1,604 | -12.4% | 0.00% | 0.0% |
| Q1 2023 | $278,024 | +4.6% | 1,832 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $265,768 | +13.1% | 1,832 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $235,000 | -15.5% | 1,832 | -9.5% | 0.00% | 0.0% |
| Q2 2022 | $278,000 | -41.0% | 2,025 | -33.1% | 0.00% | -42.9% |
| Q1 2022 | $471,000 | -0.6% | 3,027 | -0.0% | 0.01% | +16.7% |
| Q4 2021 | $474,000 | +15.0% | 3,028 | +6.8% | 0.01% | 0.0% |
| Q3 2021 | $412,000 | -1.7% | 2,835 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $419,000 | +55.8% | 2,835 | +48.7% | 0.01% | +50.0% |
| Q1 2021 | $269,000 | +25.1% | 1,907 | +13.6% | 0.00% | 0.0% |
| Q4 2020 | $215,000 | -10.8% | 1,679 | -24.6% | 0.00% | -20.0% |
| Q2 2020 | $241,000 | – | 2,227 | – | 0.01% | – |
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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% |