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 | $346,294 | -13.5% | 2,251 | -9.4% | 0.07% | -8.6% |
| Q2 2023 | $400,396 | +1.5% | 2,484 | -8.6% | 0.08% | 0.0% |
| Q1 2023 | $394,301 | +0.0% | 2,718 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $394,300 | +13.0% | 2,718 | 0.0% | 0.08% | -2.4% |
| Q3 2022 | $349,000 | -7.4% | 2,718 | -1.0% | 0.08% | -3.5% |
| Q2 2022 | $377,000 | -10.2% | 2,746 | +1.7% | 0.09% | -6.5% |
| Q1 2022 | $420,000 | -0.7% | 2,699 | 0.0% | 0.09% | -1.1% |
| Q4 2021 | $423,000 | -8.2% | 2,699 | -14.9% | 0.09% | -9.7% |
| Q3 2021 | $461,000 | -1.5% | 3,173 | 0.0% | 0.10% | -4.6% |
| Q2 2021 | $468,000 | +4.2% | 3,173 | -0.1% | 0.11% | -11.5% |
| Q1 2021 | $449,000 | +10.6% | 3,177 | +0.1% | 0.12% | -0.8% |
| Q4 2020 | $406,000 | +10.9% | 3,173 | -2.6% | 0.12% | 0.0% |
| Q3 2020 | $366,000 | +3.7% | 3,259 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $353,000 | +19.7% | 3,259 | +6.4% | 0.12% | +9.7% |
| Q1 2020 | $295,000 | -58.9% | 3,064 | -44.4% | 0.11% | -47.9% |
| Q4 2019 | $717,000 | +9.1% | 5,513 | 0.0% | 0.22% | +5.3% |
| Q3 2019 | $657,000 | +2.2% | 5,513 | 0.0% | 0.21% | +1.0% |
| Q2 2019 | $643,000 | -0.5% | 5,513 | -3.9% | 0.20% | -0.5% |
| Q1 2019 | $646,000 | +10.1% | 5,734 | -1.1% | 0.20% | -1.9% |
| Q4 2018 | $587,000 | -12.6% | 5,799 | -0.0% | 0.21% | -7.9% |
| Q3 2018 | $672,000 | +5.2% | 5,800 | 0.0% | 0.23% | +2.7% |
| Q2 2018 | $639,000 | -6.6% | 5,800 | -7.3% | 0.22% | -8.7% |
| Q1 2018 | $684,000 | -19.7% | 6,257 | -16.1% | 0.24% | -22.2% |
| Q4 2017 | $852,000 | -4.7% | 7,458 | -10.0% | 0.31% | -9.1% |
| Q3 2017 | $894,000 | -10.7% | 8,289 | -13.1% | 0.34% | -13.9% |
| Q2 2017 | $1,001,000 | -1.8% | 9,541 | -2.6% | 0.40% | -4.1% |
| Q1 2017 | $1,019,000 | -1.8% | 9,795 | -4.4% | 0.41% | -4.4% |
| Q4 2016 | $1,038,000 | +11.1% | 10,241 | +4.1% | 0.43% | +11.6% |
| Q3 2016 | $934,000 | +2.2% | 9,835 | 0.0% | 0.39% | -1.8% |
| Q2 2016 | $914,000 | -4.5% | 9,835 | -7.6% | 0.40% | -15.8% |
| Q1 2016 | $957,000 | +1.6% | 10,640 | 0.0% | 0.47% | -8.4% |
| Q4 2015 | $942,000 | +35.2% | 10,640 | +28.3% | 0.51% | +32.0% |
| Q3 2015 | $697,000 | -8.8% | 8,290 | 0.0% | 0.39% | -4.9% |
| Q2 2015 | $764,000 | -12.1% | 8,290 | -11.7% | 0.41% | -13.6% |
| Q1 2015 | $869,000 | -2.4% | 9,390 | -1.1% | 0.47% | -2.7% |
| Q4 2014 | $890,000 | -2.2% | 9,495 | -6.0% | 0.48% | -3.6% |
| Q3 2014 | $910,000 | -2.4% | 10,100 | -2.1% | 0.50% | -1.0% |
| Q2 2014 | $932,000 | -4.6% | 10,320 | -8.2% | 0.51% | -9.6% |
| Q1 2014 | $977,000 | -6.2% | 11,239 | -7.8% | 0.56% | -9.5% |
| Q4 2013 | $1,042,000 | +2.2% | 12,195 | -6.4% | 0.62% | -2.7% |
| Q3 2013 | $1,020,000 | -4.3% | 13,025 | -7.4% | 0.64% | -4.6% |
| Q2 2013 | $1,066,000 | – | 14,065 | – | 0.67% | – |
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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% |