ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,740,983 | -9.3% | 108,821 | -4.9% | 0.65% | -2.4% |
| Q2 2023 | $18,453,151 | +4.9% | 114,481 | -1.3% | 0.66% | +2.3% |
| Q1 2023 | $17,598,557 | +3.5% | 115,963 | -1.1% | 0.65% | -1.5% |
| Q4 2022 | $17,011,420 | +3.5% | 117,264 | -8.3% | 0.66% | -3.4% |
| Q3 2022 | $16,437,000 | -10.7% | 127,896 | -4.4% | 0.68% | -4.2% |
| Q2 2022 | $18,398,000 | -13.6% | 133,842 | -2.2% | 0.71% | -1.5% |
| Q1 2022 | $21,304,000 | +3.6% | 136,808 | +4.2% | 0.72% | +4.9% |
| Q4 2021 | $20,555,000 | +6.0% | 131,234 | -1.6% | 0.69% | +0.4% |
| Q3 2021 | $19,393,000 | -2.0% | 133,360 | -0.5% | 0.68% | -4.1% |
| Q2 2021 | $19,781,000 | +3.8% | 133,979 | -0.7% | 0.71% | -1.0% |
| Q1 2021 | $19,053,000 | +9.4% | 134,900 | -0.8% | 0.72% | +2.7% |
| Q4 2020 | $17,409,000 | +8.9% | 135,985 | -4.4% | 0.70% | -2.4% |
| Q3 2020 | $15,987,000 | +1.6% | 142,172 | -2.2% | 0.72% | -5.9% |
| Q2 2020 | $15,737,000 | +12.9% | 145,429 | +0.5% | 0.76% | -10.2% |
| Q1 2020 | $13,933,000 | -14.8% | 144,758 | +15.1% | 0.85% | +0.4% |
| Q4 2019 | $16,360,000 | +6.8% | 125,760 | -2.2% | 0.85% | -0.2% |
| Q3 2019 | $15,313,000 | +1.1% | 128,534 | -1.0% | 0.85% | +4.4% |
| Q2 2019 | $15,140,000 | +2.6% | 129,876 | -0.8% | 0.81% | +2.1% |
| Q1 2019 | $14,762,000 | +17.9% | 130,934 | +5.8% | 0.80% | +7.3% |
| Q4 2018 | $12,520,000 | +3.0% | 123,785 | +18.0% | 0.74% | +12.4% |
| Q3 2018 | $12,153,000 | +4.0% | 104,913 | -1.1% | 0.66% | +0.5% |
| Q2 2018 | $11,681,000 | -0.1% | 106,065 | -0.8% | 0.66% | -2.2% |
| Q1 2018 | $11,691,000 | -8.4% | 106,926 | -4.3% | 0.67% | -9.8% |
| Q4 2017 | $12,768,000 | +2.8% | 111,764 | -2.9% | 0.75% | -2.0% |
| Q3 2017 | $12,419,000 | +2.6% | 115,090 | -0.2% | 0.76% | -0.7% |
| Q2 2017 | $12,110,000 | -2.2% | 115,375 | -3.1% | 0.77% | -12.2% |
| Q1 2017 | $12,382,000 | -9.1% | 119,009 | -11.4% | 0.87% | -15.1% |
| Q4 2016 | $13,616,000 | -2.4% | 134,311 | -8.5% | 1.03% | -6.9% |
| Q3 2016 | $13,946,000 | +2.0% | 146,866 | -0.2% | 1.10% | -3.2% |
| Q2 2016 | $13,673,000 | +2.4% | 147,181 | -0.9% | 1.14% | -3.6% |
| Q1 2016 | $13,358,000 | +1.7% | 148,541 | +0.1% | 1.18% | +4.0% |
| Q4 2015 | $13,138,000 | +9.8% | 148,404 | +4.2% | 1.14% | +4.2% |
| Q3 2015 | $11,967,000 | -10.6% | 142,412 | -1.9% | 1.09% | -7.9% |
| Q2 2015 | $13,392,000 | -1.0% | 145,229 | -0.6% | 1.19% | -5.2% |
| Q1 2015 | $13,523,000 | -0.7% | 146,104 | +0.6% | 1.25% | -2.7% |
| Q4 2014 | $13,623,000 | +0.3% | 145,284 | -3.7% | 1.29% | -4.7% |
| Q3 2014 | $13,589,000 | +0.3% | 150,873 | +0.6% | 1.35% | +0.3% |
| Q2 2014 | $13,545,000 | +2.5% | 150,032 | -1.3% | 1.34% | -0.9% |
| Q1 2014 | $13,209,000 | +0.1% | 152,008 | -1.5% | 1.36% | -2.5% |
| Q4 2013 | $13,194,000 | +9.3% | 154,387 | +0.2% | 1.39% | -1.7% |
| Q3 2013 | $12,070,000 | -0.3% | 154,106 | -3.6% | 1.42% | -5.7% |
| Q2 2013 | $12,111,000 | – | 159,844 | – | 1.50% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |