ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,133 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Windmill Hill Asset Management Ltd | 349,920 | $48,100,000 | 24.84% |
HOME FEDERAL BANK OF TENNESSEE | 425,054 | $58,428,000 | 22.78% |
Johnson Midwest Financial, LLC | 112,513 | $15,466,000 | 20.80% |
LPWM LLC | 240,267 | $33,414,000 | 18.63% |
Halpern Financial, Inc. | 258,370 | $35,515,545 | 13.85% |
LVZ, Inc. | 595,112 | $81,804,000 | 13.72% |
Praetorian Wealth Management, Inc. | 243,206 | $33,431,000 | 12.28% |
Barber Financial Group, Inc. | 542,018 | $74,506,000 | 12.20% |
Powell Investment Advisors, LLC | 143,029 | $19,661,000 | 11.92% |
Strategic Wealth Partners Group, LLC | 351,059 | $48,257,000 | 10.74% |