ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $307,526 | -4.6% | 1,999 | 0.0% | 0.18% | -3.2% |
Q2 2023 | $322,219 | +4.4% | 1,999 | -1.7% | 0.19% | -6.5% |
Q1 2023 | $308,680 | +2.8% | 2,034 | -1.7% | 0.20% | -5.6% |
Q4 2022 | $300,295 | +15.9% | 2,070 | +2.7% | 0.21% | +8.7% |
Q3 2022 | $259,000 | -99.8% | 2,015 | +129.5% | 0.20% | +110.8% |
Q2 2022 | $120,691,000 | +56562.4% | 878 | -36.0% | 0.09% | -36.3% |
Q1 2022 | $213,000 | -35.1% | 1,371 | -34.7% | 0.15% | -40.4% |
Q4 2021 | $328,000 | -0.3% | 2,098 | -7.4% | 0.24% | -23.4% |
Q3 2021 | $329,000 | – | 2,266 | – | 0.32% | – |
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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% |