ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,213,951 | -5.5% | 7,925 | -0.6% | 1.28% | +0.9% |
| Q2 2023 | $1,284,684 | +4.2% | 7,970 | -3.5% | 1.27% | -0.7% |
| Q1 2023 | $1,233,051 | +2.2% | 8,255 | -0.8% | 1.28% | -1.8% |
| Q4 2022 | $1,206,983 | +276.0% | 8,320 | +232.8% | 1.30% | +3.2% |
| Q3 2022 | $321,000 | -72.1% | 2,500 | -70.2% | 1.26% | -2.4% |
| Q2 2022 | $1,151,000 | -14.2% | 8,385 | -2.7% | 1.29% | +5.8% |
| Q1 2022 | $1,342,000 | -1.6% | 8,614 | -1.1% | 1.22% | +6.0% |
| Q4 2021 | $1,364,000 | – | 8,713 | – | 1.15% | – |
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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% |