ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,946,772 | -9.8% | 152,064 | -7.5% | 0.31% | -5.7% |
Q2 2023 | $33,192,372 | +15.1% | 164,320 | +2.0% | 0.33% | +11.1% |
Q1 2023 | $28,843,461 | -0.8% | 161,157 | -3.0% | 0.30% | -6.6% |
Q4 2022 | $29,085,661 | +4.1% | 166,154 | -6.5% | 0.32% | +0.6% |
Q3 2022 | $27,930,442 | +3.0% | 177,627 | +3.8% | 0.32% | +3.9% |
Q2 2022 | $27,125,115 | -6.1% | 171,108 | +2.6% | 0.30% | +8.2% |
Q1 2022 | $28,895,582 | -21.4% | 166,731 | -13.9% | 0.28% | -21.2% |
Q4 2021 | $36,771,017 | – | 193,623 | – | 0.36% | – |
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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% |