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 | $1,948,884 | -32.1% | 12,705 | -27.6% | 1.73% | -20.1% |
| Q2 2023 | $2,872,142 | -15.4% | 17,537 | -21.6% | 2.16% | -31.0% |
| Q1 2023 | $3,395,416 | +5.4% | 22,374 | +0.8% | 3.14% | +3.5% |
| Q4 2022 | $3,220,204 | +6.4% | 22,198 | -5.8% | 3.03% | +6.3% |
| Q3 2022 | $3,027,000 | +220.7% | 23,553 | +242.9% | 2.85% | +247.7% |
| Q2 2022 | $944,000 | – | 6,868 | – | 0.82% | – |
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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% |