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 | $1,236,116 | -7.2% | 8,035 | -2.7% | 0.04% | -56.2% |
| Q2 2023 | $1,331,602 | -0.6% | 8,261 | -6.4% | 0.10% | -5.0% |
| Q1 2023 | $1,340,052 | -15.8% | 8,830 | -19.5% | 0.10% | -22.9% |
| Q4 2022 | $1,590,704 | +8.9% | 10,965 | -3.6% | 0.13% | -5.1% |
| Q3 2022 | $1,461,000 | -5.1% | 11,369 | +1.5% | 0.14% | -2.8% |
| Q2 2022 | $1,539,000 | – | 11,200 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |