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 | $6,402,006 | -4.6% | 41,614 | 0.0% | 3.56% | -4.9% |
| Q2 2023 | $6,707,873 | +4.1% | 41,614 | -2.0% | 3.74% | -2.9% |
| Q1 2023 | $6,441,428 | +2.2% | 42,444 | -2.3% | 3.85% | -5.2% |
| Q4 2022 | $6,301,619 | +13.0% | 43,437 | +0.1% | 4.07% | +4.0% |
| Q3 2022 | $5,578,000 | -6.5% | 43,405 | -0.0% | 3.91% | -8.1% |
| Q2 2022 | $5,968,000 | -11.7% | 43,419 | +0.0% | 4.25% | -10.2% |
| Q1 2022 | $6,759,000 | -0.6% | 43,407 | +0.0% | 4.74% | +1.9% |
| Q4 2021 | $6,797,000 | +7.2% | 43,396 | -0.5% | 4.65% | +103.2% |
| Q3 2021 | $6,342,000 | -1.0% | 43,610 | -0.0% | 2.29% | -13.3% |
| Q2 2021 | $6,409,000 | +4.1% | 43,630 | +0.1% | 2.64% | -21.9% |
| Q1 2021 | $6,157,000 | +10.3% | 43,588 | 0.0% | 3.38% | -5.2% |
| Q4 2020 | $5,580,000 | – | 43,588 | – | 3.56% | – |
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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% |