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 | $42,268,598 | -5.8% | 274,753 | -1.3% | 0.06% | -5.2% |
| Q2 2023 | $44,880,573 | +5.8% | 278,433 | -0.4% | 0.06% | -1.7% |
| Q1 2023 | $42,408,401 | -4.6% | 279,444 | -8.8% | 0.06% | -11.9% |
| Q4 2022 | $44,464,796 | +39.5% | 306,500 | +23.6% | 0.07% | +19.6% |
| Q3 2022 | $31,876,000 | -43.6% | 248,020 | -39.7% | 0.06% | -42.3% |
| Q2 2022 | $56,565,000 | -10.9% | 411,503 | +1.0% | 0.10% | -4.9% |
| Q1 2022 | $63,472,000 | +3.3% | 407,597 | +3.9% | 0.10% | +2.0% |
| Q4 2021 | $61,441,000 | +11.5% | 392,272 | +3.6% | 0.10% | -1.0% |
| Q3 2021 | $55,082,000 | +1.9% | 378,776 | +3.4% | 0.10% | -1.9% |
| Q2 2021 | $54,061,000 | +9.0% | 366,163 | +4.3% | 0.10% | -1.9% |
| Q1 2021 | $49,591,000 | +11.1% | 351,111 | +0.7% | 0.10% | +1.9% |
| Q4 2020 | $44,647,000 | +18.7% | 348,756 | +4.3% | 0.10% | +2.0% |
| Q3 2020 | $37,608,000 | +5.8% | 334,445 | +1.8% | 0.10% | -8.2% |
| Q2 2020 | $35,540,000 | +6.4% | 328,433 | -5.4% | 0.11% | -14.7% |
| Q1 2020 | $33,406,000 | -27.2% | 347,077 | -1.6% | 0.13% | -17.3% |
| Q4 2019 | $45,898,000 | +11.5% | 352,815 | +2.1% | 0.16% | 0.0% |
| Q3 2019 | $41,151,000 | +5.3% | 345,400 | +3.0% | 0.16% | -0.6% |
| Q2 2019 | $39,097,000 | +3.4% | 335,377 | -0.0% | 0.16% | -5.4% |
| Q1 2019 | $37,822,000 | +17.9% | 335,470 | +5.8% | 0.17% | +3.1% |
| Q4 2018 | $32,083,000 | +9.0% | 317,208 | +24.9% | 0.16% | +8.8% |
| Q3 2018 | $29,430,000 | +9.4% | 254,049 | +4.0% | 0.15% | -2.0% |
| Q2 2018 | $26,905,000 | -3.6% | 244,306 | -4.3% | 0.15% | -10.7% |
| Q1 2018 | $27,923,000 | +17.3% | 255,387 | +22.5% | 0.17% | +11.2% |
| Q4 2017 | $23,813,000 | +9.6% | 208,443 | +3.5% | 0.15% | -1.9% |
| Q3 2017 | $21,734,000 | +2.7% | 201,408 | -0.1% | 0.16% | -8.8% |
| Q2 2017 | $21,156,000 | +13.9% | 201,568 | +12.9% | 0.17% | +0.6% |
| Q1 2017 | $18,568,000 | +10.4% | 178,473 | +7.6% | 0.17% | -7.7% |
| Q4 2016 | $16,821,000 | +25.4% | 165,926 | +14.9% | 0.18% | -4.7% |
| Q2 2016 | $13,410,000 | +8.6% | 144,357 | +5.2% | 0.19% | -4.0% |
| Q1 2016 | $12,343,000 | +10.4% | 137,253 | +8.6% | 0.20% | -10.3% |
| Q4 2015 | $11,185,000 | +34.5% | 126,334 | +27.7% | 0.22% | +12.6% |
| Q3 2015 | $8,314,000 | +13.2% | 98,940 | +24.2% | 0.20% | +3.7% |
| Q2 2015 | $7,345,000 | +3.7% | 79,658 | +4.1% | 0.19% | -3.5% |
| Q1 2015 | $7,086,000 | +12.8% | 76,557 | +14.2% | 0.20% | +2.1% |
| Q4 2014 | $6,284,000 | +14.8% | 67,014 | +10.3% | 0.19% | +1.6% |
| Q3 2014 | $5,472,000 | +23.9% | 60,756 | +24.2% | 0.19% | +11.0% |
| Q2 2014 | $4,416,000 | +5.8% | 48,918 | +1.8% | 0.17% | -1.7% |
| Q1 2014 | $4,174,000 | +21.2% | 48,036 | +19.2% | 0.18% | +11.5% |
| Q4 2013 | $3,444,000 | +51.1% | 40,303 | +38.5% | 0.16% | +30.8% |
| Q3 2013 | $2,280,000 | +51.8% | 29,110 | +46.8% | 0.12% | +33.3% |
| Q2 2013 | $1,502,000 | – | 19,824 | – | 0.09% | – |
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% |