ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 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 | $3,961,634 | +13.8% | 25,752 | +19.3% | 4.90% | +4.7% |
| Q2 2023 | $3,479,874 | +3.9% | 21,589 | -2.2% | 4.69% | -2.5% |
| Q1 2023 | $3,350,077 | +0.4% | 22,075 | -4.0% | 4.80% | -6.7% |
| Q4 2022 | $3,336,906 | +10.9% | 23,002 | +11.2% | 5.15% | +14.4% |
| Q2 2022 | $3,010,000 | -8.1% | 20,678 | -1.7% | 4.50% | +1.8% |
| Q1 2022 | $3,274,000 | -2.6% | 21,026 | -2.0% | 4.42% | +2.0% |
| Q4 2021 | $3,361,000 | +6.7% | 21,457 | -0.9% | 4.33% | -1.3% |
| Q3 2021 | $3,150,000 | +1.9% | 21,659 | +3.5% | 4.39% | +0.4% |
| Q2 2021 | $3,090,000 | +13.8% | 20,932 | +8.9% | 4.37% | +2.8% |
| Q1 2021 | $2,716,000 | – | 19,230 | – | 4.25% | – |
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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% |