ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,754,876 | -5.5% | 17,907 | -1.0% | 0.03% | -3.2% |
| Q2 2023 | $2,914,703 | +4.6% | 18,082 | -1.5% | 0.03% | 0.0% |
| Q1 2023 | $2,785,587 | +5.0% | 18,355 | +0.4% | 0.03% | 0.0% |
| Q4 2022 | $2,651,914 | +30.3% | 18,280 | +15.4% | 0.03% | +14.8% |
| Q3 2022 | $2,035,000 | +13.1% | 15,835 | +21.0% | 0.03% | +17.4% |
| Q2 2022 | $1,799,000 | -14.5% | 13,088 | -3.2% | 0.02% | 0.0% |
| Q1 2022 | $2,105,000 | +0.3% | 13,517 | +0.9% | 0.02% | +4.5% |
| Q4 2021 | $2,098,000 | +10.9% | 13,392 | +3.0% | 0.02% | 0.0% |
| Q3 2021 | $1,891,000 | +2.4% | 13,006 | +4.0% | 0.02% | 0.0% |
| Q2 2021 | $1,847,000 | +5.6% | 12,507 | +1.0% | 0.02% | 0.0% |
| Q1 2021 | $1,749,000 | +216.8% | 12,384 | +187.1% | 0.02% | +175.0% |
| Q4 2020 | $552,000 | +14.0% | 4,314 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $484,000 | -5.8% | 4,306 | -9.4% | 0.01% | -20.0% |
| Q2 2020 | $514,000 | -22.6% | 4,753 | -31.1% | 0.01% | -23.1% |
| Q1 2020 | $664,000 | +9.8% | 6,903 | +48.4% | 0.01% | +30.0% |
| Q4 2019 | $605,000 | +11.2% | 4,653 | +2.0% | 0.01% | 0.0% |
| Q3 2019 | $544,000 | +2.3% | 4,562 | +0.0% | 0.01% | 0.0% |
| Q2 2019 | $532,000 | +5.8% | 4,561 | +2.3% | 0.01% | +11.1% |
| Q1 2019 | $503,000 | +11.5% | 4,459 | -0.1% | 0.01% | 0.0% |
| Q4 2018 | $451,000 | -12.4% | 4,462 | +0.3% | 0.01% | 0.0% |
| Q3 2018 | $515,000 | +10.8% | 4,449 | +5.4% | 0.01% | 0.0% |
| Q2 2018 | $465,000 | -3.7% | 4,223 | -4.4% | 0.01% | -10.0% |
| Q1 2018 | $483,000 | -22.3% | 4,417 | -18.8% | 0.01% | -23.1% |
| Q4 2017 | $622,000 | +5.6% | 5,441 | -0.4% | 0.01% | +8.3% |
| Q3 2017 | $589,000 | +3.0% | 5,461 | +0.2% | 0.01% | -7.7% |
| Q2 2017 | $572,000 | -6.2% | 5,450 | -7.1% | 0.01% | -13.3% |
| Q1 2017 | $610,000 | +2.9% | 5,864 | +0.1% | 0.02% | +15.4% |
| Q4 2016 | $593,000 | +14.0% | 5,858 | +6.9% | 0.01% | 0.0% |
| Q3 2016 | $520,000 | +2.4% | 5,480 | +0.1% | 0.01% | -13.3% |
| Q2 2016 | $508,000 | +4.7% | 5,474 | +1.3% | 0.02% | 0.0% |
| Q1 2016 | $485,000 | +1.7% | 5,402 | +0.1% | 0.02% | -6.2% |
| Q4 2015 | $477,000 | -1.2% | 5,397 | -6.3% | 0.02% | -5.9% |
| Q3 2015 | $483,000 | -2.6% | 5,758 | +6.9% | 0.02% | +6.2% |
| Q2 2015 | $496,000 | -0.2% | 5,385 | +0.1% | 0.02% | 0.0% |
| Q1 2015 | $497,000 | -1.4% | 5,380 | +0.1% | 0.02% | 0.0% |
| Q4 2014 | $504,000 | +2.4% | 5,377 | -1.6% | 0.02% | -5.9% |
| Q3 2014 | $492,000 | -0.6% | 5,467 | -0.5% | 0.02% | 0.0% |
| Q2 2014 | $495,000 | +3.6% | 5,494 | -0.3% | 0.02% | 0.0% |
| Q1 2014 | $478,000 | +1.7% | 5,510 | +0.1% | 0.02% | -5.6% |
| Q4 2013 | $470,000 | +1.1% | 5,506 | -7.4% | 0.02% | -14.3% |
| Q3 2013 | $465,000 | -19.4% | 5,947 | -22.0% | 0.02% | -25.0% |
| Q2 2013 | $577,000 | – | 7,627 | – | 0.03% | – |
Download | ||||||
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% |