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 | $3,226,651 | -2.8% | 20,974 | +1.8% | 2.65% | +2.0% |
| Q2 2023 | $3,320,203 | +6.3% | 20,598 | +0.0% | 2.60% | +0.8% |
| Q1 2023 | $3,124,749 | -4.3% | 20,590 | -8.5% | 2.58% | -5.1% |
| Q4 2022 | $3,265,014 | +16.8% | 22,506 | +3.5% | 2.72% | +4.5% |
| Q3 2022 | $2,796,000 | -23.8% | 21,749 | -18.5% | 2.60% | -18.0% |
| Q2 2022 | $3,668,000 | -3.8% | 26,684 | +9.0% | 3.17% | +10.1% |
| Q1 2022 | $3,812,000 | +0.9% | 24,481 | +1.5% | 2.88% | +2.3% |
| Q4 2021 | $3,777,000 | – | 24,112 | – | 2.82% | – |
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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% |