ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,821 | -4.6% | 3,873 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $624,288 | +6.2% | 3,873 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $587,766 | -8.4% | 3,873 | -12.4% | 0.02% | -12.0% |
| Q4 2022 | $641,643 | +13.0% | 4,423 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $568,000 | -6.6% | 4,423 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $608,000 | -11.8% | 4,423 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $689,000 | -0.6% | 4,423 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $693,000 | +7.8% | 4,423 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $643,000 | +69.7% | 4,423 | +72.4% | 0.03% | +62.5% |
| Q2 2021 | $379,000 | +4.7% | 2,566 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $362,000 | +10.4% | 2,566 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $328,000 | +13.5% | 2,566 | 0.0% | 0.02% | -5.9% |
| Q3 2020 | $289,000 | +4.0% | 2,566 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $278,000 | +12.6% | 2,566 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $247,000 | -7.5% | 2,566 | +25.2% | 0.02% | +11.8% |
| Q4 2019 | $267,000 | +9.4% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $244,000 | +2.1% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $239,000 | +3.5% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $231,000 | +11.6% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $207,000 | -12.7% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $237,000 | +4.9% | 2,050 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $226,000 | +0.9% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $224,000 | -4.3% | 2,050 | 0.0% | 0.02% | -10.0% |
| Q4 2017 | $234,000 | +5.9% | 2,050 | 0.0% | 0.02% | -4.8% |
| Q3 2017 | $221,000 | +2.8% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $215,000 | +0.9% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $213,000 | +2.4% | 2,050 | 0.0% | 0.02% | -4.5% |
| Q4 2016 | $208,000 | +6.7% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $195,000 | +2.6% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $190,000 | +3.3% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $184,000 | +1.7% | 2,050 | 0.0% | 0.02% | +4.8% |
| Q4 2015 | $181,000 | +5.2% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $172,000 | -9.0% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $189,000 | -8.3% | 2,050 | -8.1% | 0.02% | -8.7% |
| Q1 2015 | $206,000 | -1.4% | 2,230 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $209,000 | +4.0% | 2,230 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $201,000 | +8.6% | 2,230 | +8.8% | 0.02% | +9.5% |
| Q2 2014 | $185,000 | +3.9% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $178,000 | +1.7% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $175,000 | +8.7% | 2,050 | 0.0% | 0.02% | -4.5% |
| Q3 2013 | $161,000 | +3.9% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $155,000 | – | 2,050 | – | 0.02% | – |
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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% |