ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $348,476 | +2.5% | 2,004 | -9.3% | 0.03% | -6.9% |
| Q3 2023 | $339,833 | -4.6% | 2,209 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $356,069 | -18.2% | 2,209 | -23.0% | 0.03% | -23.7% |
| Q1 2023 | $435,248 | +7.3% | 2,868 | +2.6% | 0.04% | +2.7% |
| Q4 2022 | $405,616 | +39.9% | 2,796 | +23.9% | 0.04% | -7.5% |
| Q3 2022 | $290,000 | -11.3% | 2,256 | -5.2% | 0.04% | -4.8% |
| Q2 2022 | $327,000 | +0.9% | 2,381 | +14.4% | 0.04% | +23.5% |
| Q1 2022 | $324,000 | -0.6% | 2,081 | 0.0% | 0.03% | +3.0% |
| Q4 2021 | $326,000 | +7.6% | 2,081 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $303,000 | -4.1% | 2,081 | -2.9% | 0.03% | -2.9% |
| Q2 2021 | $316,000 | -1.6% | 2,143 | -5.7% | 0.04% | -7.9% |
| Q1 2021 | $321,000 | +2.2% | 2,273 | -7.3% | 0.04% | -2.6% |
| Q4 2020 | $314,000 | +8.3% | 2,452 | -5.1% | 0.04% | -2.5% |
| Q3 2020 | $290,000 | -2.7% | 2,583 | -6.1% | 0.04% | -9.1% |
| Q2 2020 | $298,000 | +11.6% | 2,751 | -0.7% | 0.04% | -6.4% |
| Q1 2020 | $267,000 | -64.8% | 2,770 | -52.5% | 0.05% | -55.7% |
| Q4 2019 | $758,000 | +7.4% | 5,827 | -1.7% | 0.11% | 0.0% |
| Q3 2019 | $706,000 | -17.7% | 5,929 | -19.5% | 0.11% | -15.9% |
| Q2 2019 | $858,000 | +5.1% | 7,364 | +1.7% | 0.13% | +3.3% |
| Q1 2019 | $816,000 | +17.9% | 7,240 | +5.9% | 0.12% | +5.2% |
| Q4 2018 | $692,000 | -13.8% | 6,838 | -1.4% | 0.12% | +3.6% |
| Q3 2018 | $803,000 | +3.1% | 6,935 | -2.0% | 0.11% | -7.4% |
| Q2 2018 | $779,000 | -0.8% | 7,077 | -1.4% | 0.12% | -4.7% |
| Q1 2018 | $785,000 | -16.8% | 7,176 | -13.0% | 0.13% | -13.6% |
| Q4 2017 | $943,000 | -9.2% | 8,252 | -14.2% | 0.15% | -12.0% |
| Q3 2017 | $1,038,000 | +5.6% | 9,622 | +2.8% | 0.17% | +5.7% |
| Q2 2017 | $983,000 | +1.7% | 9,363 | +0.8% | 0.16% | -0.6% |
| Q1 2017 | $967,000 | +12.7% | 9,292 | +9.8% | 0.16% | +2.6% |
| Q4 2016 | $858,000 | +6.6% | 8,460 | -0.1% | 0.16% | +6.2% |
| Q3 2016 | $805,000 | – | 8,472 | – | 0.15% | – |
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% |