ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,313 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,474 | -3.2% | 13,594 | -0.7% | 1.27% | +9.1% |
| Q1 2024 | $2,557 | +8.1% | 13,690 | +0.7% | 1.16% | -1.1% |
| Q4 2023 | $2,365 | +11.4% | 13,600 | -1.4% | 1.18% | +3.9% |
| Q3 2023 | $2,123 | -4.9% | 13,798 | -0.4% | 1.13% | -1.8% |
| Q2 2023 | $2,232 | +3.8% | 13,848 | -2.3% | 1.15% | -0.8% |
| Q1 2023 | $2,151 | +4.7% | 14,173 | +0.1% | 1.16% | +1.8% |
| Q4 2022 | $2,054 | -99.9% | 14,156 | -4.0% | 1.14% | +9.4% |
| Q3 2022 | $1,894,000 | -6.4% | 14,741 | +0.1% | 1.04% | -0.7% |
| Q2 2022 | $2,023,000 | -11.6% | 14,720 | +0.2% | 1.05% | +4.1% |
| Q1 2022 | $2,288,000 | -0.5% | 14,690 | +0.0% | 1.01% | +4.9% |
| Q4 2021 | $2,300,000 | +7.2% | 14,687 | -0.4% | 0.96% | +0.1% |
| Q3 2021 | $2,145,000 | -0.5% | 14,749 | +1.0% | 0.96% | -1.8% |
| Q2 2021 | $2,155,000 | -2.4% | 14,599 | -6.6% | 0.98% | -7.5% |
| Q1 2021 | $2,208,000 | +6.1% | 15,630 | -3.9% | 1.06% | +2.9% |
| Q4 2020 | $2,082,000 | +12.2% | 16,263 | -1.5% | 1.03% | -4.9% |
| Q3 2020 | $1,856,000 | -2.9% | 16,507 | -6.6% | 1.08% | -10.7% |
| Q2 2020 | $1,912,000 | +2.0% | 17,668 | -9.3% | 1.21% | -14.0% |
| Q1 2020 | $1,874,000 | -30.4% | 19,472 | -5.9% | 1.41% | -13.2% |
| Q4 2019 | $2,692,000 | +2.8% | 20,695 | -5.9% | 1.62% | -8.5% |
| Q3 2019 | $2,619,000 | +0.7% | 21,982 | -1.4% | 1.78% | -1.4% |
| Q2 2019 | $2,600,000 | -35.9% | 22,301 | -38.0% | 1.80% | -40.4% |
| Q1 2019 | $4,057,000 | +9.5% | 35,982 | -1.8% | 3.02% | 0.0% |
| Q4 2018 | $3,706,000 | -15.9% | 36,638 | -3.7% | 3.02% | +1.1% |
| Q3 2018 | $4,408,000 | +8.1% | 38,048 | +2.7% | 2.99% | +2.0% |
| Q2 2018 | $4,078,000 | +0.1% | 37,032 | -0.6% | 2.93% | -1.9% |
| Q1 2018 | $4,074,000 | -5.1% | 37,260 | -0.8% | 2.99% | -3.6% |
| Q4 2017 | $4,291,000 | +5.3% | 37,558 | -0.5% | 3.10% | +2.2% |
| Q3 2017 | $4,075,000 | -10.3% | 37,761 | -12.8% | 3.03% | -10.5% |
| Q2 2017 | $4,544,000 | +3.1% | 43,292 | +2.2% | 3.39% | +2.0% |
| Q1 2017 | $4,408,000 | +4.1% | 42,371 | +1.5% | 3.32% | +0.7% |
| Q4 2016 | $4,233,000 | +5.7% | 41,753 | -1.0% | 3.30% | +1.2% |
| Q3 2016 | $4,006,000 | +4.0% | 42,184 | +1.7% | 3.26% | -0.7% |
| Q2 2016 | $3,852,000 | +26.0% | 41,467 | +22.0% | 3.28% | +24.0% |
| Q1 2016 | $3,057,000 | +2.5% | 33,997 | +0.9% | 2.65% | +1.0% |
| Q4 2015 | $2,983,000 | +5.4% | 33,693 | +0.0% | 2.62% | -0.2% |
| Q3 2015 | $2,830,000 | -2.9% | 33,682 | +6.6% | 2.63% | +5.0% |
| Q2 2015 | $2,914,000 | +194.6% | 31,599 | +195.8% | 2.50% | +188.4% |
| Q1 2015 | $989,000 | +17.0% | 10,684 | +18.5% | 0.87% | +13.3% |
| Q4 2014 | $845,000 | – | 9,016 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 421,198 | $61,103,192 | 23.23% |
| LPWM LLC | 242,937 | $36,547,490 | 19.66% |
| Foundation Wealth Management, LLC | 106,939 | $15,513,621 | 15.75% |
| Halpern Financial, Inc. | 274,700 | $39,850,734 | 14.61% |
| HOHIMER WEALTH MANAGEMENT, LLC | 314,579 | $45,635,976 | 14.56% |
| LVZ, Inc. | 575,155 | $83,437,689 | 13.02% |
| MMA ASSET MANAGEMENT LLC | 107,216 | $15,553,878 | 12.68% |
| Frank, Rimerman Advisors LLC | 269,955 | $39,162,372 | 12.20% |
| Powell Investment Advisors, LLC | 143,642 | $20,838,131 | 12.10% |
| Strategic Wealth Partners Group, LLC | 374,163 | $54,279 | 11.52% |