ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 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 | $1,611,611 | -7.6% | 10,419 | -3.7% | 0.36% | -5.9% |
| Q2 2023 | $1,743,592 | +5.3% | 10,817 | -0.9% | 0.39% | +1.3% |
| Q1 2023 | $1,656,612 | -0.3% | 10,916 | -4.7% | 0.38% | -7.3% |
| Q4 2022 | $1,661,922 | -17.0% | 11,456 | -26.4% | 0.41% | -18.9% |
| Q3 2022 | $2,002,000 | -7.0% | 15,574 | -0.5% | 0.51% | -4.7% |
| Q2 2022 | $2,152,000 | -15.0% | 15,655 | -3.8% | 0.53% | -8.4% |
| Q1 2022 | $2,533,000 | +4.4% | 16,269 | +5.0% | 0.58% | +6.4% |
| Q4 2021 | $2,426,000 | +2.2% | 15,488 | -5.1% | 0.55% | -5.4% |
| Q3 2021 | $2,373,000 | -4.2% | 16,316 | -2.8% | 0.58% | -7.1% |
| Q2 2021 | $2,477,000 | +4.7% | 16,778 | +0.2% | 0.62% | -5.5% |
| Q1 2021 | $2,365,000 | -25.1% | 16,744 | -32.1% | 0.66% | -3.2% |
| Q4 2020 | $3,157,000 | – | 24,660 | – | 0.68% | – |
Download | ||||||
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% |