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 | $30,117,718 | -5.4% | 195,773 | -0.9% | 0.27% | -1.5% |
| Q2 2023 | $31,827,288 | +120526.4% | 197,452 | +13.6% | 0.28% | +16.0% |
| Q1 2023 | $26,385 | +2.7% | 173,857 | -1.8% | 0.24% | +0.4% |
| Q4 2022 | $25,692 | -99.9% | 177,095 | -4.6% | 0.24% | -2.1% |
| Q3 2022 | $23,859,000 | -5.9% | 185,645 | +0.6% | 0.24% | 0.0% |
| Q2 2022 | $25,355,000 | -1.9% | 184,452 | +11.1% | 0.24% | +15.3% |
| Q1 2022 | $25,848,000 | +3.0% | 165,993 | +3.6% | 0.21% | +6.6% |
| Q4 2021 | $25,095,000 | +13.3% | 160,221 | +5.2% | 0.20% | +2.6% |
| Q3 2021 | $22,146,000 | -4.2% | 152,286 | -2.7% | 0.19% | -4.5% |
| Q2 2021 | $23,108,000 | -0.8% | 156,514 | -5.1% | 0.20% | -5.2% |
| Q1 2021 | $23,287,000 | +13.6% | 164,873 | +3.0% | 0.21% | +6.6% |
| Q4 2020 | $20,499,000 | +23.0% | 160,126 | +8.0% | 0.20% | +8.8% |
| Q3 2020 | $16,667,000 | +5.2% | 148,213 | +1.2% | 0.18% | -1.1% |
| Q2 2020 | $15,848,000 | +3.4% | 146,455 | -8.0% | 0.18% | -9.8% |
| Q1 2020 | $15,329,000 | -22.6% | 159,259 | +4.6% | 0.20% | -1.9% |
| Q4 2019 | $19,803,000 | +10.9% | 152,232 | +1.5% | 0.21% | +5.1% |
| Q3 2019 | $17,864,000 | +7.6% | 149,937 | +5.3% | 0.20% | +5.9% |
| Q2 2019 | $16,600,000 | +12.9% | 142,403 | +9.2% | 0.19% | +10.7% |
| Q1 2019 | $14,705,000 | -28.4% | 130,433 | -35.8% | 0.17% | -34.2% |
| Q4 2018 | $20,537,000 | -3.8% | 203,050 | +10.2% | 0.26% | +11.7% |
| Q3 2018 | $21,346,000 | +10.2% | 184,270 | +4.8% | 0.23% | +5.0% |
| Q2 2018 | $19,367,000 | +3.7% | 175,850 | +3.0% | 0.22% | +4.8% |
| Q1 2018 | $18,668,000 | -6.6% | 170,734 | -2.4% | 0.21% | -3.2% |
| Q4 2017 | $19,991,000 | +105.3% | 174,992 | +94.0% | 0.22% | +94.6% |
| Q3 2017 | $9,736,000 | +2.8% | 90,217 | -0.1% | 0.11% | 0.0% |
| Q2 2017 | $9,475,000 | -0.3% | 90,270 | -1.2% | 0.11% | -0.9% |
| Q1 2017 | $9,502,000 | +7.3% | 91,331 | +4.6% | 0.11% | +3.7% |
| Q4 2016 | $8,854,000 | +2.2% | 87,331 | -4.3% | 0.11% | -3.6% |
| Q3 2016 | $8,663,000 | +1.3% | 91,238 | -0.8% | 0.11% | +0.9% |
| Q2 2016 | $8,548,000 | -9.5% | 92,013 | -12.4% | 0.11% | -11.2% |
| Q1 2016 | $9,442,000 | +14.1% | 105,001 | +12.3% | 0.12% | +12.6% |
| Q4 2015 | $8,276,000 | +8.2% | 93,482 | +2.7% | 0.11% | +1.8% |
| Q3 2015 | $7,652,000 | -3.2% | 91,063 | +6.2% | 0.11% | +3.8% |
| Q2 2015 | $7,907,000 | +9.7% | 85,748 | +10.1% | 0.10% | +12.9% |
| Q1 2015 | $7,209,000 | +3.7% | 77,883 | +5.1% | 0.09% | +3.3% |
| Q4 2014 | $6,951,000 | +10.1% | 74,126 | +5.7% | 0.09% | +13.9% |
| Q3 2014 | $6,315,000 | -0.7% | 70,106 | -0.5% | 0.08% | +1.3% |
| Q2 2014 | $6,362,000 | +10.6% | 70,469 | +6.5% | 0.08% | +6.8% |
| Q1 2014 | $5,751,000 | -3.2% | 66,187 | -4.8% | 0.07% | 0.0% |
| Q4 2013 | $5,941,000 | +16.3% | 69,513 | +6.6% | 0.07% | +9.0% |
| Q3 2013 | $5,107,000 | +3.5% | 65,201 | +0.2% | 0.07% | 0.0% |
| Q2 2013 | $4,932,000 | – | 65,086 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |