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 | $2,164,375 | -30.0% | 14,069 | -30.9% | 0.06% | -44.4% |
| Q1 2023 | $3,090,137 | +4.6% | 20,362 | 0.0% | 0.10% | +45.6% |
| Q4 2022 | $2,954,000 | +63.5% | 20,362 | +44.8% | 0.07% | +36.0% |
| Q3 2022 | $1,807,000 | -36.5% | 14,063 | -32.0% | 0.05% | -32.4% |
| Q2 2022 | $2,844,000 | +32.3% | 20,689 | -94.5% | 0.07% | +85.0% |
| Q1 2022 | $2,150,000 | +21.3% | 374,405 | +3209.8% | 0.04% | +33.3% |
| Q4 2021 | $1,772,000 | -40.4% | 11,312 | -44.6% | 0.03% | -42.3% |
| Q3 2021 | $2,972,000 | +245.6% | 20,435 | +177.0% | 0.05% | +2500.0% |
| Q2 2019 | $860,000 | +3.4% | 7,377 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $832,000 | +11.5% | 7,377 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $746,000 | -12.6% | 7,377 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $854,000 | +5.2% | 7,377 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $812,000 | -49.5% | 7,377 | -49.9% | 0.00% | -50.0% |
| Q1 2018 | $1,608,000 | -4.3% | 14,710 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $1,680,000 | +5.9% | 14,710 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $1,587,000 | +2.8% | 14,710 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $1,544,000 | +0.9% | 14,710 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $1,530,000 | -98.8% | 14,710 | -99.0% | 0.01% | -98.9% |
| Q4 2014 | $132,060,000 | +69.5% | 1,408,339 | +62.8% | 0.47% | +65.8% |
| Q3 2014 | $77,921,000 | +2.1% | 865,118 | +2.4% | 0.28% | +0.4% |
| Q2 2014 | $76,297,000 | -38.2% | 845,118 | -40.5% | 0.28% | -41.7% |
| Q1 2014 | $123,408,000 | +6.2% | 1,420,118 | +4.4% | 0.48% | +3.9% |
| Q4 2013 | $116,236,000 | +9.1% | 1,360,118 | -0.0% | 0.46% | +1.5% |
| Q3 2013 | $106,531,000 | +12.5% | 1,360,201 | +8.8% | 0.46% | +3.2% |
| Q2 2013 | $94,728,000 | – | 1,250,205 | – | 0.44% | – |
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% |