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 | $5,177,178 | -5.1% | 33,653 | -0.5% | 4.70% | -3.9% |
Q2 2023 | $5,453,219 | +120546.4% | 33,831 | +2.0% | 4.89% | +8.7% |
Q1 2023 | $4,520 | -99.9% | 33,175 | 0.0% | 4.49% | 0.0% |
Q3 2022 | $4,520,000 | -44.0% | 33,175 | -40.2% | 4.49% | +11.7% |
Q3 2021 | $8,068,000 | -37.0% | 55,478 | -36.1% | 4.02% | -18.6% |
Q2 2021 | $12,815,000 | +9.1% | 86,798 | +4.3% | 4.94% | +11.8% |
Q1 2021 | $11,748,000 | +1.5% | 83,180 | -8.0% | 4.42% | +2.5% |
Q4 2020 | $11,580,000 | +17.3% | 90,458 | +3.1% | 4.31% | +11.1% |
Q3 2020 | $9,869,000 | +7.7% | 87,767 | +3.6% | 3.88% | +0.9% |
Q2 2020 | $9,166,000 | +15.5% | 84,704 | +2.7% | 3.84% | -9.0% |
Q1 2020 | $7,938,000 | -11.6% | 82,470 | -3.4% | 4.22% | -1.4% |
Q4 2019 | $8,980,000 | – | 85,333 | – | 4.29% | – |
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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% |