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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $659,300 | -97.4% | 4,098 | -97.6% | 0.01% | -97.2% |
| Q1 2023 | $25,460,591 | -23.4% | 168,015 | -26.6% | 0.32% | -34.6% |
| Q4 2022 | $33,220,527 | +22.9% | 228,775 | +8.6% | 0.48% | +11.8% |
| Q3 2022 | $27,025,000 | -18.9% | 210,664 | -13.2% | 0.43% | -13.5% |
| Q2 2022 | $33,319,000 | -55.3% | 242,762 | -49.2% | 0.50% | -50.2% |
| Q1 2022 | $74,582,000 | +837.2% | 478,223 | +841.9% | 1.01% | +850.9% |
| Q4 2021 | $7,958,000 | +8.4% | 50,772 | +0.6% | 0.11% | -7.8% |
| Q3 2021 | $7,339,000 | -50.0% | 50,471 | -49.1% | 0.12% | -56.1% |
| Q2 2021 | $14,679,000 | -2.5% | 99,177 | -7.1% | 0.26% | -12.1% |
| Q1 2021 | $15,053,000 | +60.6% | 106,709 | +45.8% | 0.30% | +36.7% |
| Q4 2020 | $9,372,000 | +465.9% | 73,211 | +397.1% | 0.22% | +354.2% |
| Q3 2020 | $1,656,000 | +4.0% | 14,727 | 0.0% | 0.05% | -5.9% |
| Q2 2020 | $1,593,000 | +116.4% | 14,727 | +92.3% | 0.05% | +96.2% |
| Q1 2020 | $736,000 | -9.8% | 7,657 | +21.9% | 0.03% | 0.0% |
| Q4 2019 | $816,000 | – | 6,280 | – | 0.03% | – |
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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% |