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 | $304,911 | -4.6% | 1,982 | 0.0% | 0.19% | -10.2% |
| Q2 2023 | $319,479 | +6.2% | 1,982 | 0.0% | 0.22% | -8.9% |
| Q1 2023 | $300,788 | +4.6% | 1,982 | 0.0% | 0.24% | -7.4% |
| Q4 2022 | $287,529 | +12.8% | 1,982 | 0.0% | 0.26% | +9.9% |
| Q3 2022 | $255,000 | -6.2% | 1,982 | 0.0% | 0.23% | -21.3% |
| Q2 2022 | $272,000 | -12.0% | 1,982 | 0.0% | 0.30% | -8.4% |
| Q1 2022 | $309,000 | -0.3% | 1,982 | 0.0% | 0.32% | +2.9% |
| Q4 2021 | $310,000 | -8.6% | 1,982 | -15.0% | 0.31% | -1.9% |
| Q3 2021 | $339,000 | -1.5% | 2,332 | 0.0% | 0.32% | +3.6% |
| Q2 2021 | $344,000 | +22.9% | 2,332 | +17.7% | 0.31% | +14.0% |
| Q1 2021 | $280,000 | – | 1,982 | – | 0.27% | – |
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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% |