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 | $13,110,245 | -6.5% | 85,220 | -2.0% | 2.00% | -1.8% |
| Q2 2023 | $14,018,051 | +5.5% | 86,966 | -0.7% | 2.04% | -0.8% |
| Q1 2023 | $13,285,830 | +2.0% | 87,545 | -2.5% | 2.06% | -3.2% |
| Q4 2022 | $13,023,659 | +12.1% | 89,775 | -0.7% | 2.12% | -0.7% |
| Q3 2022 | $11,616,000 | -6.2% | 90,383 | +0.3% | 2.14% | +12.6% |
| Q2 2022 | $12,387,000 | -4.6% | 90,113 | +8.0% | 1.90% | +8.4% |
| Q1 2022 | $12,988,000 | -3.3% | 83,405 | -2.8% | 1.75% | -0.3% |
| Q4 2021 | $13,435,000 | – | 85,776 | – | 1.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |