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 | $467,674 | -6.4% | 3,040 | -2.0% | 0.20% | -2.5% |
| Q2 2023 | $499,850 | +33.8% | 3,101 | +26.0% | 0.20% | +25.2% |
| Q1 2023 | $373,481 | +4.6% | 2,461 | 0.0% | 0.16% | -1.2% |
| Q4 2022 | $357,017 | +12.9% | 2,461 | 0.0% | 0.16% | +1.2% |
| Q3 2022 | $316,288 | -6.5% | 2,461 | 0.0% | 0.16% | -3.6% |
| Q2 2022 | $338,289 | -11.7% | 2,461 | 0.0% | 0.17% | +2.4% |
| Q1 2022 | $383,227 | -45.0% | 2,461 | -44.6% | 0.16% | -41.1% |
| Q4 2021 | $696,377 | – | 4,446 | – | 0.28% | – |
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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% |