ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,095,707 | -3.7% | 150,128 | +0.9% | 0.88% | -0.8% |
| Q2 2023 | $23,991,976 | +10.2% | 148,843 | +3.7% | 0.89% | +4.5% |
| Q1 2023 | $21,780,224 | +134879.1% | 143,518 | +29.0% | 0.85% | -6.6% |
| Q4 2022 | $16,136 | -99.9% | 111,232 | -1.4% | 0.91% | +3.1% |
| Q3 2022 | $14,505,000 | -30.0% | 112,863 | -25.1% | 0.88% | +3.2% |
| Q2 2022 | $20,715,000 | -38.0% | 150,701 | -29.7% | 0.85% | -4.5% |
| Q1 2022 | $33,397,000 | +2.2% | 214,276 | +2.8% | 0.89% | +23.3% |
| Q4 2021 | $32,686,000 | +9.7% | 208,514 | +1.8% | 0.72% | -8.1% |
| Q3 2021 | $29,788,000 | -1.4% | 204,840 | +0.9% | 0.79% | -3.4% |
| Q2 2021 | $30,198,000 | +13.2% | 202,963 | +7.6% | 0.82% | +15.1% |
| Q1 2021 | $26,685,000 | – | 188,704 | – | 0.71% | – |
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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% |