ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,313 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,447,229 | -2.6% | 51,905 | 0.0% | 8.12% | +38.2% |
| Q1 2024 | $9,696,373 | +7.4% | 51,905 | 0.0% | 5.88% | -1.3% |
| Q4 2023 | $9,025,760 | +13.0% | 51,905 | 0.0% | 5.95% | +10.4% |
| Q3 2023 | $7,985,065 | -4.6% | 51,905 | 0.0% | 5.39% | -9.4% |
| Q2 2023 | $8,366,567 | +6.2% | 51,905 | 0.0% | 5.95% | -3.6% |
| Q1 2023 | $7,877,103 | -41.7% | 51,905 | -44.2% | 6.18% | -29.4% |
| Q4 2022 | $13,503,841 | – | 93,085 | – | 8.75% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 522,670 | $56,559,000 | 26.27% |
| LPWM LLC | 190,340 | $20,597,000 | 18.79% |
| AMARILLO NATIONAL BANK | 246,960 | $26,724,000 | 10.86% |
| Powell Investment Advisors, LLC | 101,730 | $11,008,000 | 10.64% |
| Halpern Financial, Inc. | 147,480 | $15,958,815 | 10.58% |
| Strategic Wealth Partners Group, LLC | 384,435 | $41,600,000 | 10.45% |
| Praetorian Wealth Management, Inc. | 181,551 | $19,646,000 | 9.61% |
| Blue Zone Wealth Advisors, LLC | 148,249 | $16,042,000 | 8.96% |
| FINANCIAL LIFE ADVISORS | 133,925 | $14,492,000 | 8.57% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 121,721 | $13,171,000 | 7.91% |