ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 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 | $10,931,277 | -0.7% | 70,891 | +3.8% | 0.15% | +2.0% |
| Q2 2023 | $11,008,333 | +4.2% | 68,294 | -1.9% | 0.15% | -3.8% |
| Q1 2023 | $10,559,759 | -15.7% | 69,583 | -19.4% | 0.16% | -22.4% |
| Q4 2022 | $12,519,585 | +8.1% | 86,301 | -4.3% | 0.20% | +0.5% |
| Q3 2022 | $11,585,588 | -21.2% | 90,147 | -15.7% | 0.20% | -27.5% |
| Q2 2022 | $14,698,000 | +11.1% | 106,932 | +25.9% | 0.28% | +25.5% |
| Q1 2022 | $13,230,000 | – | 84,960 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |