ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,111,260 | -5.2% | 20,224 | -0.7% | 0.21% | -1.9% |
| Q2 2023 | $3,282,312 | +6.2% | 20,363 | 0.0% | 0.22% | +8.5% |
| Q1 2023 | $3,090,289 | -32.1% | 20,363 | -35.1% | 0.20% | -27.9% |
| Q4 2022 | $4,552,152 | +73.9% | 31,379 | +54.1% | 0.28% | +52.5% |
| Q3 2022 | $2,617,000 | -6.5% | 20,363 | 0.0% | 0.18% | +3.4% |
| Q2 2022 | $2,799,000 | -11.7% | 20,363 | 0.0% | 0.18% | -5.9% |
| Q1 2022 | $3,171,000 | -0.6% | 20,363 | 0.0% | 0.19% | -2.6% |
| Q4 2021 | $3,189,000 | +8.4% | 20,363 | +0.7% | 0.19% | +1.1% |
| Q3 2021 | $2,941,000 | -1.5% | 20,224 | 0.0% | 0.19% | +1.6% |
| Q2 2021 | $2,986,000 | -10.1% | 20,224 | -14.0% | 0.19% | -10.1% |
| Q1 2021 | $3,321,000 | +10.3% | 23,516 | 0.0% | 0.21% | +1.0% |
| Q4 2020 | $3,011,000 | +13.9% | 23,516 | 0.0% | 0.20% | +0.5% |
| Q3 2020 | $2,644,000 | +42.1% | 23,516 | +36.7% | 0.20% | +36.9% |
| Q2 2020 | $1,861,000 | +12.4% | 17,201 | 0.0% | 0.15% | +1.4% |
| Q1 2020 | $1,656,000 | -26.0% | 17,201 | 0.0% | 0.15% | +2.1% |
| Q4 2019 | $2,238,000 | +9.2% | 17,201 | 0.0% | 0.14% | +5.1% |
| Q3 2019 | $2,049,000 | +6.5% | 17,201 | +4.2% | 0.14% | +4.6% |
| Q2 2019 | $1,924,000 | +5.8% | 16,501 | +2.3% | 0.13% | +4.8% |
| Q1 2019 | $1,818,000 | +11.5% | 16,129 | 0.0% | 0.12% | +0.8% |
| Q4 2018 | $1,631,000 | -12.7% | 16,129 | 0.0% | 0.12% | -0.8% |
| Q3 2018 | $1,868,000 | +5.2% | 16,129 | 0.0% | 0.12% | 0.0% |
| Q2 2018 | $1,776,000 | +82.0% | 16,129 | +80.6% | 0.12% | +78.6% |
| Q1 2018 | $976,000 | -4.3% | 8,929 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $1,020,000 | +5.8% | 8,929 | 0.0% | 0.07% | +2.9% |
| Q3 2017 | $964,000 | +2.9% | 8,929 | 0.0% | 0.07% | +6.2% |
| Q2 2017 | $937,000 | +6.5% | 8,929 | +5.6% | 0.06% | +8.5% |
| Q1 2017 | $880,000 | +2.7% | 8,454 | 0.0% | 0.06% | +7.3% |
| Q4 2016 | $857,000 | +6.7% | 8,454 | 0.0% | 0.06% | +10.0% |
| Q3 2016 | $803,000 | +2.3% | 8,454 | 0.0% | 0.05% | +2.0% |
| Q2 2016 | $785,000 | +3.3% | 8,454 | 0.0% | 0.05% | -5.8% |
| Q1 2016 | $760,000 | +16.6% | 8,454 | +14.9% | 0.05% | +8.3% |
| Q4 2015 | $652,000 | +5.5% | 7,360 | 0.0% | 0.05% | +2.1% |
| Q3 2015 | $618,000 | -9.0% | 7,360 | 0.0% | 0.05% | +2.2% |
| Q2 2015 | $679,000 | -0.3% | 7,360 | 0.0% | 0.05% | +4.5% |
| Q1 2015 | $681,000 | -1.3% | 7,360 | 0.0% | 0.04% | +2.3% |
| Q4 2014 | $690,000 | +4.1% | 7,360 | 0.0% | 0.04% | -4.4% |
| Q3 2014 | $663,000 | +9.8% | 7,360 | +10.1% | 0.04% | +4.7% |
| Q2 2014 | $604,000 | +6.5% | 6,685 | +2.5% | 0.04% | +2.4% |
| Q1 2014 | $567,000 | – | 6,524 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 422,168 | $66,124,000 | 21.89% |
| LPWM LLC | 236,761 | $37,084,000 | 19.67% |
| Halpern Financial, Inc. | 212,453 | $33,276,519 | 14.24% |
| LVZ, Inc. | 604,819 | $94,733,000 | 12.66% |
| Praetorian Wealth Management, Inc. | 231,868 | $36,317,000 | 11.79% |
| Powell Investment Advisors, LLC | 127,195 | $19,923,000 | 11.32% |
| MMA ASSET MANAGEMENT LLC | 93,551 | $14,653,000 | 10.36% |
| FINANCIAL LIFE ADVISORS | 166,005 | $26,001,000 | 10.24% |
| AMARILLO NATIONAL BANK | 325,575 | $50,995,000 | 9.98% |
| Strategic Wealth Partners Group, LLC | 343,916 | $53,868,000 | 9.34% |