ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,915 | -12.0% | 1,332 | -13.1% | 0.07% | -14.1% |
| Q2 2023 | $232,911 | +15.2% | 1,532 | +15.0% | 0.08% | +23.8% |
| Q1 2023 | $202,145 | -13.2% | 1,332 | -13.1% | 0.06% | -48.4% |
| Q4 2022 | $232,910 | +10.9% | 1,532 | -6.1% | 0.12% | +16.2% |
| Q3 2022 | $210,000 | -9.9% | 1,632 | +6.5% | 0.10% | -13.9% |
| Q2 2022 | $233,000 | -8.6% | 1,532 | -6.1% | 0.12% | -6.9% |
| Q1 2022 | $255,000 | +5.8% | 1,632 | +6.5% | 0.13% | +11.0% |
| Q4 2021 | $241,000 | +8.1% | 1,532 | 0.0% | 0.12% | -1.7% |
| Q3 2021 | $223,000 | – | 1,532 | – | 0.12% | – |
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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% |