ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565,458 | +3.8% | 3,676 | +8.7% | 0.22% | -0.9% |
| Q2 2023 | $544,923 | +6.2% | 3,381 | 0.0% | 0.22% | +1.4% |
| Q1 2023 | $513,044 | -17.4% | 3,381 | -21.1% | 0.21% | -16.4% |
| Q4 2022 | $621,281 | +3.7% | 4,283 | -8.1% | 0.26% | -5.2% |
| Q3 2022 | $599,000 | -39.4% | 4,663 | -35.2% | 0.27% | -37.5% |
| Q2 2022 | $989,000 | -6.7% | 7,197 | +2.0% | 0.43% | -3.4% |
| Q1 2022 | $1,060,000 | -19.4% | 7,057 | -15.9% | 0.45% | -14.9% |
| Q4 2021 | $1,315,000 | -3.5% | 8,395 | -10.4% | 0.52% | -9.0% |
| Q3 2021 | $1,362,000 | -1.5% | 9,366 | 0.0% | 0.58% | -1.5% |
| Q2 2021 | $1,383,000 | -14.9% | 9,366 | -18.7% | 0.59% | -18.5% |
| Q1 2021 | $1,626,000 | – | 11,516 | – | 0.72% | – |
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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% |