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 | $5,777,769 | -5.5% | 37,557 | -1.0% | 0.17% | -2.8% |
| Q2 2023 | $6,112,002 | +2.0% | 37,918 | -4.0% | 0.18% | -8.7% |
| Q1 2023 | $5,992,472 | -0.7% | 39,487 | -5.1% | 0.20% | -7.1% |
| Q4 2022 | $6,036,651 | +7.7% | 41,612 | -4.6% | 0.21% | -6.6% |
| Q3 2022 | $5,604,000 | -3.7% | 43,605 | +3.0% | 0.23% | -3.8% |
| Q2 2022 | $5,820,000 | -5.5% | 42,338 | +7.0% | 0.24% | -10.0% |
| Q1 2022 | $6,160,000 | +68.1% | 39,558 | +69.1% | 0.26% | +69.5% |
| Q4 2021 | $3,665,000 | +21.6% | 23,399 | +12.9% | 0.15% | +11.6% |
| Q3 2021 | $3,014,000 | +7.4% | 20,726 | +9.0% | 0.14% | +5.3% |
| Q2 2021 | $2,807,000 | +4.8% | 19,012 | +0.2% | 0.13% | -1.5% |
| Q1 2021 | $2,679,000 | -40.4% | 18,969 | -46.0% | 0.13% | -40.9% |
| Q4 2020 | $4,497,000 | -53.7% | 35,125 | -59.3% | 0.22% | -60.2% |
| Q3 2020 | $9,712,000 | -21.4% | 86,367 | -24.3% | 0.57% | -29.2% |
| Q2 2020 | $12,349,000 | +12.1% | 114,124 | -0.3% | 0.80% | -11.4% |
| Q1 2020 | $11,014,000 | -20.8% | 114,433 | +7.1% | 0.90% | -9.8% |
| Q4 2019 | $13,898,000 | +292.7% | 106,835 | +259.7% | 1.00% | +253.7% |
| Q3 2019 | $3,539,000 | +76.2% | 29,705 | +72.5% | 0.28% | +73.6% |
| Q2 2019 | $2,008,000 | -22.8% | 17,224 | -25.3% | 0.16% | -24.5% |
| Q1 2019 | $2,601,000 | -87.3% | 23,069 | -88.6% | 0.22% | -89.7% |
| Q4 2018 | $20,495,000 | -0.8% | 202,644 | +13.6% | 2.10% | +15.7% |
| Q3 2018 | $20,660,000 | +23.7% | 178,352 | +17.6% | 1.81% | +11.7% |
| Q2 2018 | $16,697,000 | +4022.7% | 151,615 | +3997.7% | 1.62% | +3856.1% |
| Q1 2018 | $405,000 | -93.3% | 3,700 | -93.0% | 0.04% | -93.2% |
| Q4 2017 | $6,074,000 | +1195.1% | 53,166 | +1122.5% | 0.61% | +1067.3% |
| Q3 2017 | $469,000 | -14.1% | 4,349 | -16.4% | 0.05% | -16.1% |
| Q2 2017 | $546,000 | -22.4% | 5,200 | -23.2% | 0.06% | -27.9% |
| Q1 2017 | $704,000 | -25.0% | 6,770 | -26.9% | 0.09% | -30.1% |
| Q4 2016 | $939,000 | -86.3% | 9,260 | -87.1% | 0.12% | -87.1% |
| Q3 2016 | $6,837,000 | +2725.2% | 72,002 | +2665.1% | 0.95% | +2544.4% |
| Q2 2016 | $242,000 | +7.6% | 2,604 | +4.0% | 0.04% | 0.0% |
| Q1 2016 | $225,000 | +1.4% | 2,504 | 0.0% | 0.04% | +9.1% |
| Q4 2015 | $222,000 | +11.0% | 2,504 | +5.4% | 0.03% | -5.7% |
| Q3 2015 | $200,000 | -8.7% | 2,375 | 0.0% | 0.04% | +6.1% |
| Q2 2015 | $219,000 | -0.5% | 2,375 | 0.0% | 0.03% | +3.1% |
| Q1 2015 | $220,000 | -1.3% | 2,375 | 0.0% | 0.03% | -11.1% |
| Q4 2014 | $223,000 | +4.2% | 2,375 | 0.0% | 0.04% | -2.7% |
| Q3 2014 | $214,000 | -11.9% | 2,375 | -11.9% | 0.04% | -9.8% |
| Q2 2014 | $243,000 | -5.1% | 2,695 | -8.5% | 0.04% | -8.9% |
| Q1 2014 | $256,000 | +1.6% | 2,945 | 0.0% | 0.04% | -4.3% |
| Q4 2013 | $252,000 | +9.1% | 2,945 | 0.0% | 0.05% | 0.0% |
| Q3 2013 | $231,000 | – | 2,945 | – | 0.05% | – |
Download | ||||||
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% |