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 | $380 | -9.5% | 2,473 | -5.0% | 0.03% | +3.7% |
| Q2 2023 | $420 | +6.3% | 2,603 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $395 | +3.1% | 2,603 | -1.4% | 0.03% | 0.0% |
| Q4 2022 | $383 | -99.9% | 2,641 | +1.5% | 0.03% | -3.6% |
| Q3 2022 | $335,000 | -6.4% | 2,603 | 0.0% | 0.03% | +7.7% |
| Q2 2022 | $358,000 | -11.6% | 2,603 | 0.0% | 0.03% | -16.1% |
| Q1 2022 | $405,000 | -0.7% | 2,603 | 0.0% | 0.03% | +10.7% |
| Q4 2021 | $408,000 | +7.7% | 2,603 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $379,000 | -1.3% | 2,603 | 0.0% | 0.03% | -6.7% |
| Q2 2021 | $384,000 | +10.0% | 2,603 | +5.3% | 0.03% | -9.1% |
| Q1 2021 | $349,000 | +10.1% | 2,473 | 0.0% | 0.03% | +3.1% |
| Q4 2020 | $317,000 | +14.0% | 2,473 | 0.0% | 0.03% | +3.2% |
| Q3 2020 | $278,000 | 0.0% | 2,473 | -3.9% | 0.03% | -8.8% |
| Q2 2020 | $278,000 | +6.9% | 2,573 | -4.6% | 0.03% | -5.6% |
| Q1 2020 | $260,000 | -36.9% | 2,698 | -14.7% | 0.04% | -20.0% |
| Q4 2019 | $412,000 | +9.3% | 3,164 | 0.0% | 0.04% | +4.7% |
| Q3 2019 | $377,000 | +2.2% | 3,164 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $369,000 | +3.4% | 3,164 | 0.0% | 0.04% | -2.3% |
| Q1 2019 | $357,000 | +11.6% | 3,164 | 0.0% | 0.04% | +2.3% |
| Q4 2018 | $320,000 | +2.2% | 3,164 | +17.3% | 0.04% | +13.2% |
| Q3 2018 | $313,000 | +5.4% | 2,698 | 0.0% | 0.04% | -5.0% |
| Q2 2018 | $297,000 | +0.7% | 2,698 | 0.0% | 0.04% | -2.4% |
| Q1 2018 | $295,000 | -4.2% | 2,698 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $308,000 | +7.7% | 2,698 | +1.9% | 0.04% | 0.0% |
| Q3 2017 | $286,000 | +2.9% | 2,648 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $278,000 | +1.1% | 2,648 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $275,000 | +2.6% | 2,648 | 0.0% | 0.04% | -4.7% |
| Q4 2016 | $268,000 | -45.0% | 2,648 | -49.1% | 0.04% | +4.9% |
| Q3 2016 | $487,000 | +98.0% | 5,206 | +96.6% | 0.04% | 0.0% |
| Q2 2016 | $246,000 | -19.6% | 2,648 | -22.1% | 0.04% | -21.2% |
| Q1 2016 | $306,000 | +32.5% | 3,398 | +30.3% | 0.05% | +26.8% |
| Q4 2015 | $231,000 | +6.5% | 2,608 | +1.2% | 0.04% | -2.4% |
| Q3 2015 | $217,000 | -8.1% | 2,578 | +0.8% | 0.04% | +2.4% |
| Q2 2015 | $236,000 | -0.4% | 2,558 | 0.0% | 0.04% | -2.4% |
| Q1 2015 | $237,000 | -0.4% | 2,558 | +0.8% | 0.04% | -2.3% |
| Q4 2014 | $238,000 | +8.2% | 2,538 | +4.1% | 0.04% | -2.3% |
| Q3 2014 | $220,000 | – | 2,438 | – | 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% |