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 | $26,912,000 | -5.1% | 174,935 | -0.6% | 0.31% | +3.0% |
| Q2 2023 | $28,355,739 | +5.3% | 175,915 | -0.8% | 0.30% | -1.0% |
| Q1 2023 | $26,917,823 | +102828.4% | 177,371 | -1.6% | 0.30% | -8.2% |
| Q4 2022 | $26,152 | -99.9% | 180,275 | +3.6% | 0.33% | 0.0% |
| Q3 2022 | $22,367,000 | -5.7% | 174,033 | +0.9% | 0.33% | -7.8% |
| Q2 2022 | $23,711,000 | -12.7% | 172,491 | -1.1% | 0.36% | +10.8% |
| Q1 2022 | $27,169,000 | +0.3% | 174,476 | +0.9% | 0.32% | +2.2% |
| Q4 2021 | $27,082,000 | +7.6% | 172,902 | -0.1% | 0.32% | +3.3% |
| Q3 2021 | $25,179,000 | -3.9% | 173,148 | -2.4% | 0.31% | -5.5% |
| Q2 2021 | $26,198,000 | +3.6% | 177,443 | -0.9% | 0.32% | -2.7% |
| Q1 2021 | $25,289,000 | +1.9% | 179,048 | -7.7% | 0.33% | +1.2% |
| Q4 2020 | $24,823,000 | +16.7% | 193,901 | +2.5% | 0.33% | 0.0% |
| Q3 2020 | $21,270,000 | +2.3% | 189,150 | -1.6% | 0.33% | -9.6% |
| Q2 2020 | $20,794,000 | +20.6% | 192,162 | +7.3% | 0.36% | +6.4% |
| Q1 2020 | $17,241,000 | -49.3% | 179,125 | -31.4% | 0.34% | -35.5% |
| Q4 2019 | $33,984,000 | +8.9% | 261,231 | -0.3% | 0.53% | +9.7% |
| Q3 2019 | $31,220,000 | +1.1% | 262,042 | -1.1% | 0.48% | -0.8% |
| Q2 2019 | $30,891,000 | +3.3% | 265,001 | -0.1% | 0.49% | -0.8% |
| Q1 2019 | $29,905,000 | +92.9% | 265,259 | +73.0% | 0.49% | +60.6% |
| Q4 2018 | $15,506,000 | +0.4% | 153,313 | +15.0% | 0.31% | +10.0% |
| Q3 2018 | $15,449,000 | +5.2% | 133,368 | -0.0% | 0.28% | -0.4% |
| Q2 2018 | $14,689,000 | +0.1% | 133,381 | -0.6% | 0.28% | -3.8% |
| Q1 2018 | $14,673,000 | -3.9% | 134,199 | +0.4% | 0.29% | -6.1% |
| Q4 2017 | $15,272,000 | +6.5% | 133,682 | +0.6% | 0.31% | -1.3% |
| Q3 2017 | $14,338,000 | +2.5% | 132,868 | -0.3% | 0.31% | -1.6% |
| Q2 2017 | $13,988,000 | +1.0% | 133,268 | +0.1% | 0.32% | -4.2% |
| Q1 2017 | $13,845,000 | +6.8% | 133,070 | +4.1% | 0.33% | -2.1% |
| Q4 2016 | $12,962,000 | +2.6% | 127,860 | -3.9% | 0.34% | +2.4% |
| Q3 2016 | $12,632,000 | +2.1% | 133,025 | -0.2% | 0.33% | +4.7% |
| Q2 2016 | $12,377,000 | +38.2% | 133,231 | +33.8% | 0.32% | +29.9% |
| Q1 2016 | $8,956,000 | +55.8% | 99,586 | +53.4% | 0.24% | +40.2% |
| Q4 2015 | $5,749,000 | +268.8% | 64,936 | +250.1% | 0.17% | +270.2% |
| Q3 2015 | $1,559,000 | -8.8% | 18,547 | +0.1% | 0.05% | -4.1% |
| Q2 2015 | $1,709,000 | -9.8% | 18,537 | -9.4% | 0.05% | -14.0% |
| Q1 2015 | $1,894,000 | -5.0% | 20,461 | -3.7% | 0.06% | -1.7% |
| Q4 2014 | $1,993,000 | +1.9% | 21,256 | -2.1% | 0.06% | -10.8% |
| Q3 2014 | $1,956,000 | -1.2% | 21,716 | -3.3% | 0.06% | +3.2% |
| Q2 2014 | $1,979,000 | -16.1% | 22,459 | -17.3% | 0.06% | -17.1% |
| Q1 2014 | $2,359,000 | -45.1% | 27,145 | -46.0% | 0.08% | -48.6% |
| Q4 2013 | $4,296,000 | -37.5% | 50,265 | -42.7% | 0.15% | -42.6% |
| Q3 2013 | $6,875,000 | +6.7% | 87,780 | +3.2% | 0.26% | +2.4% |
| Q2 2013 | $6,444,000 | – | 85,051 | – | 0.25% | – |
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% |