ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 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 | $795,792 | -4.6% | 5,173 | 0.0% | 0.11% | -2.6% |
| Q2 2023 | $833,815 | -20.8% | 5,173 | -25.4% | 0.12% | -24.2% |
| Q1 2023 | $1,052,891 | +4.6% | 6,938 | 0.0% | 0.15% | -3.2% |
| Q4 2022 | $1,006,475 | +1.6% | 6,938 | -10.0% | 0.16% | -12.2% |
| Q3 2022 | $991,000 | -8.1% | 7,713 | -1.6% | 0.18% | -4.8% |
| Q2 2022 | $1,078,000 | -48.9% | 7,842 | -47.6% | 0.19% | -52.8% |
| Q1 2022 | $2,111,000 | +38.2% | 14,961 | +53.5% | 0.40% | +73.2% |
| Q4 2021 | $1,527,000 | -3.7% | 9,748 | -10.5% | 0.23% | -10.5% |
| Q3 2021 | $1,585,000 | -9.7% | 10,897 | -8.2% | 0.26% | -12.2% |
| Q2 2021 | $1,755,000 | -17.5% | 11,873 | -20.7% | 0.29% | -26.3% |
| Q1 2021 | $2,126,000 | -24.3% | 14,964 | -31.7% | 0.40% | -32.5% |
| Q4 2020 | $2,810,000 | – | 21,913 | – | 0.59% | – |
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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% |