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 | $778,277 | -4.3% | 5,059 | +0.3% | 0.02% | -3.8% |
| Q2 2023 | $813,365 | +2.4% | 5,046 | -3.6% | 0.03% | -3.7% |
| Q1 2023 | $794,009 | -1.1% | 5,232 | -5.5% | 0.03% | -6.9% |
| Q4 2022 | $803,134 | -50.9% | 5,536 | -53.5% | 0.03% | -12.1% |
| Q2 2022 | $1,636,000 | +256.4% | 11,898 | +303.3% | 0.03% | +106.2% |
| Q1 2022 | $459,000 | -48.7% | 2,950 | -48.4% | 0.02% | -42.9% |
| Q4 2021 | $895,000 | +81.5% | 5,717 | +30.3% | 0.03% | +16.7% |
| Q3 2021 | $493,000 | -30.9% | 4,386 | -9.2% | 0.02% | -17.2% |
| Q2 2021 | $713,000 | +4.5% | 4,830 | 0.0% | 0.03% | -27.5% |
| Q1 2021 | $682,000 | +21.6% | 4,830 | +10.1% | 0.04% | +17.6% |
| Q4 2020 | $561,000 | +13.8% | 4,386 | 0.0% | 0.03% | -17.1% |
| Q3 2020 | $493,000 | +5.6% | 4,386 | +1.7% | 0.04% | -2.4% |
| Q2 2020 | $467,000 | +12.5% | 4,313 | 0.0% | 0.04% | -6.7% |
| Q1 2020 | $415,000 | -19.6% | 4,313 | +8.6% | 0.04% | +7.1% |
| Q4 2019 | $516,000 | +10.3% | 3,970 | +1.1% | 0.04% | +7.7% |
| Q3 2019 | $468,000 | +2.2% | 3,925 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $458,000 | +3.4% | 3,925 | 0.0% | 0.04% | -2.6% |
| Q1 2019 | $443,000 | +11.6% | 3,925 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $397,000 | -12.7% | 3,925 | 0.0% | 0.04% | -4.9% |
| Q3 2018 | $455,000 | +57.4% | 3,925 | +49.5% | 0.04% | +41.4% |
| Q2 2018 | $289,000 | +0.7% | 2,625 | 0.0% | 0.03% | -6.5% |
| Q1 2018 | $287,000 | -4.3% | 2,625 | 0.0% | 0.03% | -6.1% |
| Q4 2017 | $300,000 | +4.5% | 2,625 | -1.3% | 0.03% | 0.0% |
| Q3 2017 | $287,000 | +2.9% | 2,659 | 0.0% | 0.03% | -8.3% |
| Q2 2017 | $279,000 | +3.7% | 2,659 | +2.8% | 0.04% | -2.7% |
| Q1 2017 | $269,000 | +2.7% | 2,586 | 0.0% | 0.04% | -14.0% |
| Q4 2016 | $262,000 | +10.5% | 2,586 | +3.7% | 0.04% | +2.4% |
| Q3 2016 | $237,000 | – | 2,493 | – | 0.04% | – |
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% |