ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,327 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,385,470 | -4.8% | 22,997 | -6.7% | 3.82% | -14.3% |
| Q1 2024 | $4,604,635 | +6.4% | 24,649 | -0.9% | 4.46% | -9.6% |
| Q4 2023 | $4,326,904 | +9.2% | 24,883 | -3.4% | 4.93% | +0.5% |
| 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 | 522,670 | $56,559,000 | 26.27% |
| LPWM LLC | 190,340 | $20,597,000 | 18.79% |
| AMARILLO NATIONAL BANK | 246,960 | $26,724,000 | 10.86% |
| Powell Investment Advisors, LLC | 101,730 | $11,008,000 | 10.64% |
| Halpern Financial, Inc. | 147,480 | $15,958,815 | 10.58% |
| Strategic Wealth Partners Group, LLC | 384,435 | $41,600,000 | 10.45% |
| Praetorian Wealth Management, Inc. | 181,551 | $19,646,000 | 9.61% |
| Blue Zone Wealth Advisors, LLC | 148,249 | $16,042,000 | 8.96% |
| FINANCIAL LIFE ADVISORS | 133,925 | $14,492,000 | 8.57% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 121,721 | $13,171,000 | 7.91% |