ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 301 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.98 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,114,940 | -4.6% | 72,250 | 0.0% | 1.10% | +1.5% |
| Q2 2023 | $11,645,978 | +1.8% | 72,250 | -4.2% | 1.08% | +3.7% |
| Q1 2023 | $11,439,517 | +4.6% | 75,379 | 0.0% | 1.04% | +3.2% |
| Q4 2022 | $10,935,232 | +14.1% | 75,379 | +1.1% | 1.01% | +9.6% |
| Q3 2022 | $9,582,000 | -3.5% | 74,558 | +3.2% | 0.92% | +3.5% |
| Q2 2022 | $9,931,000 | -11.4% | 72,250 | +0.3% | 0.89% | 0.0% |
| Q1 2022 | $11,212,000 | -0.6% | 72,000 | 0.0% | 0.89% | +3.4% |
| Q4 2021 | $11,277,000 | +6.9% | 72,000 | -0.7% | 0.86% | +1.7% |
| Q3 2021 | $10,545,000 | -0.8% | 72,516 | +0.7% | 0.85% | +0.5% |
| Q2 2021 | $10,630,000 | +4.9% | 72,000 | +0.3% | 0.84% | -0.1% |
| Q1 2021 | $10,134,000 | +25.2% | 71,750 | +13.4% | 0.84% | +14.7% |
| Q4 2020 | $8,097,000 | +34.0% | 63,250 | +17.7% | 0.74% | +21.9% |
| Q3 2020 | $6,044,000 | +166.0% | 53,750 | +156.0% | 0.60% | +157.0% |
| Q2 2020 | $2,272,000 | +616.7% | 21,000 | +465.3% | 0.24% | +535.1% |
| Q4 2013 | $317,000 | +8.9% | 3,715 | 0.0% | 0.04% | +2.8% |
| Q3 2013 | $291,000 | +36.0% | 3,715 | +31.8% | 0.04% | +28.6% |
| Q2 2013 | $214,000 | – | 2,819 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |