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 | $2,640,202 | +516.5% | 17,162 | +545.9% | 0.02% | +466.7% |
| Q2 2023 | $428,282 | -95.3% | 2,657 | -95.8% | 0.00% | -95.2% |
| Q4 2022 | $9,120,261 | +122.9% | 62,868 | +97.5% | 0.06% | +113.8% |
| Q3 2022 | $4,091,000 | -48.9% | 31,833 | -45.3% | 0.03% | -43.1% |
| Q2 2022 | $8,001,000 | +562.9% | 58,209 | +651.2% | 0.05% | +750.0% |
| Q1 2022 | $1,207,000 | -94.2% | 7,749 | -94.2% | 0.01% | -93.8% |
| Q4 2021 | $20,796,000 | +7462.2% | 132,773 | +6910.2% | 0.10% | +9600.0% |
| Q3 2021 | $275,000 | -92.5% | 1,894 | -93.4% | 0.00% | -94.4% |
| Q4 2020 | $3,675,000 | +300.8% | 28,704 | +251.9% | 0.02% | +260.0% |
| Q3 2020 | $917,000 | -47.6% | 8,156 | -55.1% | 0.01% | -58.3% |
| Q1 2020 | $1,750,000 | -76.8% | 18,178 | -68.6% | 0.01% | -66.7% |
| Q4 2019 | $7,539,000 | +1375.3% | 57,956 | +1251.6% | 0.04% | +1100.0% |
| Q3 2019 | $511,000 | -99.0% | 4,288 | -99.2% | 0.00% | -99.0% |
| Q4 2018 | $52,031,000 | +3809.2% | 514,441 | +4378.1% | 0.29% | +4750.0% |
| Q3 2018 | $1,331,000 | -92.2% | 11,488 | -92.3% | 0.01% | -91.8% |
| Q4 2017 | $17,105,000 | +6997.5% | 149,732 | +6593.4% | 0.07% | +7200.0% |
| Q3 2017 | $241,000 | -96.0% | 2,237 | -96.2% | 0.00% | -96.2% |
| Q4 2016 | $6,016,000 | +208.5% | 59,339 | +173.6% | 0.03% | +188.9% |
| Q1 2016 | $1,950,000 | -93.0% | 21,686 | -93.1% | 0.01% | -92.3% |
| Q4 2015 | $28,012,000 | +724.9% | 316,410 | +682.8% | 0.12% | +735.7% |
| Q3 2015 | $3,396,000 | -78.1% | 40,419 | -75.6% | 0.01% | -72.0% |
| Q4 2014 | $15,509,000 | +4902.9% | 165,396 | +4453.9% | 0.05% | +4900.0% |
| Q4 2013 | $310,000 | – | 3,632 | – | 0.00% | – |
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% |