ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,829,532 | -4.6% | 11,892 | -0.0% | 0.55% | -2.6% |
| Q2 2023 | $1,916,965 | +5.8% | 11,893 | -0.4% | 0.57% | -0.7% |
| Q1 2023 | $1,811,650 | +5.3% | 11,938 | +0.6% | 0.57% | -12.8% |
| Q4 2022 | $1,720,892 | +13.0% | 11,862 | +0.1% | 0.66% | +4.6% |
| Q3 2022 | $1,523,000 | -6.0% | 11,847 | +0.5% | 0.63% | -9.5% |
| Q2 2022 | $1,621,000 | -11.6% | 11,790 | +0.1% | 0.69% | +9.0% |
| Q1 2022 | $1,834,000 | +62.2% | 11,778 | +63.2% | 0.64% | +59.5% |
| Q4 2021 | $1,131,000 | +12.5% | 7,219 | +4.4% | 0.40% | -1.2% |
| Q3 2021 | $1,005,000 | -1.5% | 6,912 | +0.1% | 0.40% | -6.9% |
| Q2 2021 | $1,020,000 | +1.0% | 6,906 | -3.4% | 0.43% | -11.8% |
| Q1 2021 | $1,010,000 | +10.6% | 7,148 | +0.3% | 0.49% | -10.4% |
| Q4 2020 | $913,000 | +22.1% | 7,128 | +7.2% | 0.55% | -0.9% |
| Q3 2020 | $748,000 | +0.9% | 6,652 | -2.8% | 0.55% | +5.3% |
| Q2 2020 | $741,000 | +9.3% | 6,846 | -2.8% | 0.52% | +5.4% |
| Q1 2020 | $678,000 | -17.4% | 7,046 | +11.6% | 0.50% | -17.1% |
| Q4 2019 | $821,000 | – | 6,311 | – | 0.60% | – |
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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% |