ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,578 | -4.6% | 36,259 | -0.0% | 0.06% | +45.5% |
| Q2 2023 | $5,847 | +4.2% | 36,272 | -1.9% | 0.04% | -32.3% |
| Q1 2023 | $5,610 | +4.3% | 36,969 | -0.3% | 0.06% | -1.5% |
| Q4 2022 | $5,377 | -99.9% | 37,066 | -3.9% | 0.07% | +8.2% |
| Q3 2022 | $4,957,000 | -48.7% | 38,567 | -45.2% | 0.06% | -40.8% |
| Q2 2022 | $9,666,000 | -9.8% | 70,320 | +2.1% | 0.10% | +30.4% |
| Q1 2022 | $10,721,000 | +56.4% | 68,846 | +57.3% | 0.08% | +113.5% |
| Q4 2021 | $6,857,000 | +2272.7% | 43,776 | +2104.2% | 0.04% | +3600.0% |
| Q3 2021 | $289,000 | -90.0% | 1,986 | -89.8% | 0.00% | -92.3% |
| Q2 2021 | $2,877,000 | +0.2% | 19,486 | -4.2% | 0.01% | -13.3% |
| Q1 2021 | $2,872,000 | -60.3% | 20,336 | -64.0% | 0.02% | -61.5% |
| Q4 2020 | $7,227,000 | +13.8% | 56,456 | 0.0% | 0.04% | -2.5% |
| Q3 2020 | $6,348,000 | +60.9% | 56,456 | +54.9% | 0.04% | +21.2% |
| Q2 2020 | $3,945,000 | +12.4% | 36,456 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $3,509,000 | -24.8% | 36,456 | +1.7% | 0.03% | -23.3% |
| Q4 2019 | $4,665,000 | +9.5% | 35,856 | +0.3% | 0.04% | +22.9% |
| Q3 2019 | $4,260,000 | +2.2% | 35,756 | 0.0% | 0.04% | +20.7% |
| Q2 2019 | $4,168,000 | -70.8% | 35,756 | -74.6% | 0.03% | -76.8% |
| Q4 2018 | $14,253,000 | +361.1% | 140,919 | +428.0% | 0.12% | +443.5% |
| Q3 2018 | $3,091,000 | -23.3% | 26,687 | -27.1% | 0.02% | -36.1% |
| Q2 2018 | $4,030,000 | +56.9% | 36,593 | +55.8% | 0.04% | +71.4% |
| Q1 2018 | $2,568,000 | -43.0% | 23,489 | -40.5% | 0.02% | -50.0% |
| Q4 2017 | $4,509,000 | +90.0% | 39,469 | +79.5% | 0.04% | +100.0% |
| Q3 2017 | $2,373,000 | +20.2% | 21,986 | +16.9% | 0.02% | +16.7% |
| Q2 2017 | $1,974,000 | -4.0% | 18,803 | -4.9% | 0.02% | 0.0% |
| Q1 2017 | $2,057,000 | -12.3% | 19,769 | -14.6% | 0.02% | -10.0% |
| Q4 2016 | $2,346,000 | +2.9% | 23,141 | -5.7% | 0.02% | +25.0% |
| Q2 2016 | $2,279,000 | +540.2% | 24,533 | +478.7% | 0.02% | +700.0% |
| Q3 2015 | $356,000 | -66.1% | 4,239 | -63.6% | 0.00% | -66.7% |
| Q3 2014 | $1,049,000 | -13.9% | 11,646 | -13.8% | 0.01% | -14.3% |
| Q2 2014 | $1,219,000 | +141.4% | 13,504 | +128.7% | 0.01% | +250.0% |
| Q4 2013 | $505,000 | – | 5,904 | – | 0.00% | – |
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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% |