ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,702,948 | -5.3% | 24,070 | -0.8% | 1.95% | -4.4% |
| Q2 2023 | $3,912,102 | +5.3% | 24,270 | -0.9% | 2.04% | +4.6% |
| Q1 2023 | $3,716,869 | +4.5% | 24,492 | -0.1% | 1.95% | +3.7% |
| Q4 2022 | $3,556,268 | -1.7% | 24,514 | -12.9% | 1.88% | +74.6% |
| Q3 2022 | $3,619,000 | +9.2% | 28,155 | +16.8% | 1.08% | -33.5% |
| Q2 2022 | $3,314,000 | -11.0% | 24,107 | +0.8% | 1.62% | +2.9% |
| Q1 2022 | $3,722,000 | -0.6% | 23,904 | 0.0% | 1.57% | +2.9% |
| Q4 2021 | $3,744,000 | +8.0% | 23,904 | +0.3% | 1.53% | -3.0% |
| Q3 2021 | $3,467,000 | +0.9% | 23,840 | +2.4% | 1.58% | +0.4% |
| Q2 2021 | $3,436,000 | +4.2% | 23,274 | -0.3% | 1.57% | -2.0% |
| Q1 2021 | $3,296,000 | +44.8% | 23,333 | +31.2% | 1.60% | +32.3% |
| Q4 2020 | $2,277,000 | +12.4% | 17,786 | -1.3% | 1.21% | +0.1% |
| Q3 2020 | $2,026,000 | +4.6% | 18,021 | +0.7% | 1.21% | +6.2% |
| Q2 2020 | $1,937,000 | +16.0% | 17,898 | +3.2% | 1.14% | -5.4% |
| Q1 2020 | $1,670,000 | -6.9% | 17,351 | +25.8% | 1.20% | -0.6% |
| Q4 2019 | $1,794,000 | +9.2% | 13,788 | 0.0% | 1.21% | +0.9% |
| Q3 2019 | $1,643,000 | +2.3% | 13,788 | +0.1% | 1.20% | +4.2% |
| Q2 2019 | $1,606,000 | +5.2% | 13,780 | +1.8% | 1.15% | +4.3% |
| Q1 2019 | $1,527,000 | +11.3% | 13,540 | -0.2% | 1.10% | -4.7% |
| Q4 2018 | $1,372,000 | -56.6% | 13,565 | 0.0% | 1.16% | -34.0% |
| Q3 2018 | $3,160,000 | +110.1% | 13,565 | -0.6% | 1.76% | +57.1% |
| Q2 2018 | $1,504,000 | -7.7% | 13,653 | -8.4% | 1.12% | -7.9% |
| Q1 2018 | $1,629,000 | -7.5% | 14,903 | -3.3% | 1.21% | -7.0% |
| Q4 2017 | $1,761,000 | +6.3% | 15,413 | +0.4% | 1.30% | -8.0% |
| Q3 2017 | $1,657,000 | +2.9% | 15,353 | 0.0% | 1.42% | -3.1% |
| Q2 2017 | $1,611,000 | +0.9% | 15,353 | 0.0% | 1.46% | -4.8% |
| Q1 2017 | $1,597,000 | +1.4% | 15,353 | -1.2% | 1.54% | -0.1% |
| Q4 2016 | $1,575,000 | -3.2% | 15,536 | -9.3% | 1.54% | +67.1% |
| Q3 2016 | $1,627,000 | +12.8% | 17,136 | +10.4% | 0.92% | -35.9% |
| Q2 2016 | $1,442,000 | +19.2% | 15,519 | +13.5% | 1.44% | +82.1% |
| Q1 2016 | $1,210,000 | +13.2% | 13,672 | +13.3% | 0.79% | -38.7% |
| Q4 2015 | $1,069,000 | +4.9% | 12,072 | -0.2% | 1.29% | -3.5% |
| Q3 2015 | $1,019,000 | -16.3% | 12,101 | -8.3% | 1.33% | -9.1% |
| Q2 2015 | $1,218,000 | -0.2% | 13,199 | +0.0% | 1.47% | +9.3% |
| Q1 2015 | $1,221,000 | -1.3% | 13,195 | +0.0% | 1.34% | -5.7% |
| Q4 2014 | $1,237,000 | – | 13,190 | – | 1.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |