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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,486 | -7.5% | 22,667 | -2.9% | 0.21% | -6.1% |
| Q2 2023 | $3,769 | -7.8% | 23,350 | -13.3% | 0.23% | -13.0% |
| Q1 2023 | $4,086 | +4.3% | 26,926 | -0.4% | 0.26% | -0.8% |
| Q4 2022 | $3,919 | -99.9% | 27,033 | -11.5% | 0.26% | -6.7% |
| Q3 2022 | $3,927,000 | -12.7% | 30,558 | -6.6% | 0.28% | -10.4% |
| Q2 2022 | $4,498,000 | -15.0% | 32,732 | -3.7% | 0.32% | -7.3% |
| Q1 2022 | $5,293,000 | -3.9% | 34,005 | -3.4% | 0.34% | 0.0% |
| Q4 2021 | $5,509,000 | +6.1% | 35,199 | -1.4% | 0.34% | -0.6% |
| Q3 2021 | $5,194,000 | +3.3% | 35,703 | +4.8% | 0.34% | +3.0% |
| Q2 2021 | $5,028,000 | +0.9% | 34,056 | -3.5% | 0.33% | -3.2% |
| Q1 2021 | $4,985,000 | +4.2% | 35,294 | -5.5% | 0.34% | -1.1% |
| Q4 2020 | $4,784,000 | +7.3% | 37,367 | -5.7% | 0.35% | -4.1% |
| Q3 2020 | $4,457,000 | +1.9% | 39,631 | -1.9% | 0.36% | -7.6% |
| Q2 2020 | $4,374,000 | +7.7% | 40,416 | -4.3% | 0.39% | -7.7% |
| Q1 2020 | $4,063,000 | -28.5% | 42,213 | -3.4% | 0.43% | -19.3% |
| Q4 2019 | $5,686,000 | +6.0% | 43,704 | -2.9% | 0.53% | -0.8% |
| Q3 2019 | $5,363,000 | +1.0% | 45,020 | -1.2% | 0.53% | -3.1% |
| Q2 2019 | $5,310,000 | -2.2% | 45,552 | -5.4% | 0.55% | -6.6% |
| Q1 2019 | $5,427,000 | -5.2% | 48,140 | -15.0% | 0.59% | -12.0% |
| Q4 2018 | $5,727,000 | -23.7% | 56,620 | -12.6% | 0.67% | -17.8% |
| Q3 2018 | $7,507,000 | +0.2% | 64,807 | -4.8% | 0.81% | -6.0% |
| Q2 2018 | $7,494,000 | -2.7% | 68,054 | -3.3% | 0.86% | -7.3% |
| Q1 2018 | $7,699,000 | -5.2% | 70,412 | -1.0% | 0.93% | -5.9% |
| Q4 2017 | $8,125,000 | +6.7% | 71,127 | +0.8% | 0.99% | -4.0% |
| Q3 2017 | $7,617,000 | +8.5% | 70,588 | +5.6% | 1.03% | +0.5% |
| Q2 2017 | $7,019,000 | +6.1% | 66,865 | +5.2% | 1.03% | -0.9% |
| Q1 2017 | $6,614,000 | -0.4% | 63,578 | -3.0% | 1.04% | -7.0% |
| Q4 2016 | $6,642,000 | +11.1% | 65,514 | +4.1% | 1.12% | +4.6% |
| Q3 2016 | $5,977,000 | +10.3% | 62,948 | +7.9% | 1.07% | +4.9% |
| Q2 2016 | $5,419,000 | +12.9% | 58,335 | +9.3% | 1.02% | +8.8% |
| Q1 2016 | $4,798,000 | +6.4% | 53,353 | +4.8% | 0.93% | +0.4% |
| Q4 2015 | $4,508,000 | +3.3% | 50,915 | -1.9% | 0.93% | 0.0% |
| Q3 2015 | $4,363,000 | -6.9% | 51,923 | +2.2% | 0.93% | +0.5% |
| Q2 2015 | $4,687,000 | +4.7% | 50,829 | +5.1% | 0.92% | +4.6% |
| Q1 2015 | $4,478,000 | +11.5% | 48,379 | +13.0% | 0.88% | +6.4% |
| Q4 2014 | $4,015,000 | +14.4% | 42,821 | +9.9% | 0.83% | +17.2% |
| Q3 2014 | $3,509,000 | +3.0% | 38,964 | +3.2% | 0.71% | +5.8% |
| Q2 2014 | $3,408,000 | +4.7% | 37,744 | +0.7% | 0.67% | +3.1% |
| Q1 2014 | $3,256,000 | -31.2% | 37,464 | -32.3% | 0.65% | -32.3% |
| Q4 2013 | $4,731,000 | +19.4% | 55,359 | +9.4% | 0.96% | +5.8% |
| Q3 2013 | $3,962,000 | +5.4% | 50,599 | +2.0% | 0.91% | +0.9% |
| Q2 2013 | $3,758,000 | – | 49,595 | – | 0.90% | – |
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% |