ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,679 | -21.3% | 1,538 | -17.5% | 0.20% | -1.4% |
| Q2 2023 | $300,546 | -3.5% | 1,865 | -9.1% | 0.21% | -21.2% |
| Q1 2023 | $311,416 | -15.8% | 2,052 | -19.5% | 0.26% | -14.0% |
| Q4 2022 | $369,770 | -0.1% | 2,549 | -11.5% | 0.31% | -22.1% |
| Q3 2022 | $370,000 | -11.7% | 2,880 | -5.6% | 0.39% | +20.5% |
| Q2 2022 | $419,000 | -37.0% | 3,050 | -33.2% | 0.33% | -26.0% |
| Q3 2021 | $665,000 | -2.9% | 4,569 | -1.4% | 0.44% | +6.0% |
| Q2 2021 | $685,000 | -74.6% | 4,636 | -78.0% | 0.42% | -81.4% |
| Q4 2020 | $2,692,000 | +26.1% | 21,027 | +6.6% | 2.24% | +14.2% |
| Q3 2020 | $2,135,000 | 0.0% | 19,731 | 0.0% | 1.96% | 0.0% |
| Q2 2020 | $2,135,000 | -99.9% | 19,731 | +8.6% | 1.96% | +23.1% |
| Q1 2020 | $1,732,359,000 | +29.1% | 18,170 | +76.4% | 1.59% | +36.6% |
| Q4 2019 | $1,341,482,000 | +254934.6% | 10,298 | +204.8% | 1.16% | +296.3% |
| Q1 1987 | $526,000 | – | 3,379 | – | 0.29% | – |
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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% |