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 | $655,938 | +3.3% | 4,276 | +10.3% | 0.40% | +5.9% |
| Q2 2023 | $635,199 | -12.0% | 3,876 | -17.9% | 0.37% | -17.7% |
| Q1 2023 | $722,101 | +28.8% | 4,719 | +25.7% | 0.45% | +21.1% |
| Q4 2022 | $560,660 | +12.4% | 3,754 | +0.3% | 0.37% | +0.8% |
| Q3 2022 | $499,000 | -1.4% | 3,741 | +0.5% | 0.37% | -0.8% |
| Q2 2022 | $506,000 | -10.0% | 3,722 | +1.3% | 0.37% | -4.3% |
| Q1 2022 | $562,000 | -8.6% | 3,674 | -5.8% | 0.39% | -11.1% |
| Q4 2021 | $615,000 | +9.0% | 3,899 | +2.2% | 0.44% | +1.6% |
| Q3 2021 | $564,000 | -1.6% | 3,815 | 0.0% | 0.43% | -2.5% |
| Q2 2021 | $573,000 | +4.4% | 3,815 | 0.0% | 0.44% | -8.1% |
| Q1 2021 | $549,000 | +12.7% | 3,815 | +0.5% | 0.48% | -4.7% |
| Q4 2020 | $487,000 | – | 3,795 | – | 0.51% | – |
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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% |