ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 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 | $131,072 | -4.6% | 852 | 0.0% | 0.06% | -5.9% |
| Q2 2023 | $137,334 | +6.2% | 852 | 0.0% | 0.07% | +3.0% |
| Q1 2023 | $129,300 | +4.6% | 852 | 0.0% | 0.07% | -9.6% |
| Q4 2022 | $123,600 | +13.4% | 852 | 0.0% | 0.07% | +10.6% |
| Q3 2022 | $109,000 | -6.8% | 852 | 0.0% | 0.07% | -10.8% |
| Q2 2022 | $117,000 | -39.7% | 852 | -31.5% | 0.07% | -37.3% |
| Q1 2022 | $194,000 | +45.9% | 1,244 | +46.0% | 0.12% | +35.6% |
| Q4 2021 | $133,000 | +7.3% | 852 | 0.0% | 0.09% | -7.4% |
| Q3 2021 | $124,000 | -1.6% | 852 | 0.0% | 0.09% | -11.3% |
| Q2 2021 | $126,000 | -11.9% | 852 | -15.6% | 0.11% | -32.9% |
| Q1 2021 | $143,000 | -34.1% | 1,010 | -40.4% | 0.16% | -37.3% |
| Q4 2020 | $217,000 | +5.3% | 1,696 | -7.4% | 0.25% | +5.4% |
| Q3 2020 | $206,000 | +92.5% | 1,831 | +85.5% | 0.24% | +102.5% |
| Q2 2020 | $107,000 | – | 987 | – | 0.12% | – |
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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% |