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 | $1,003 | -99.9% | 6,522 | -3.1% | 0.50% | -5.5% |
| Q2 2023 | $1,085,131 | -3.7% | 6,732 | -9.3% | 0.53% | -7.7% |
| Q1 2023 | $1,126,363 | +107070.6% | 7,422 | +2.4% | 0.57% | +4.0% |
| Q4 2022 | $1,051 | -99.9% | 7,247 | -4.3% | 0.55% | +4.0% |
| Q3 2022 | $973,000 | +14.3% | 7,572 | +22.3% | 0.53% | +18.1% |
| Q2 2022 | $851,000 | -9.2% | 6,192 | +2.9% | 0.45% | +5.7% |
| Q1 2022 | $937,000 | +5.2% | 6,017 | +5.8% | 0.42% | +29.0% |
| Q4 2021 | $891,000 | +23.1% | 5,687 | +14.2% | 0.33% | +16.7% |
| Q3 2021 | $724,000 | -1.5% | 4,980 | 0.0% | 0.28% | -3.1% |
| Q2 2021 | $735,000 | +47.3% | 4,980 | +41.1% | 0.29% | +36.2% |
| Q1 2021 | $499,000 | +36.7% | 3,530 | +23.6% | 0.21% | +25.3% |
| Q4 2020 | $365,000 | +103.9% | 2,855 | +79.0% | 0.17% | +73.5% |
| Q3 2020 | $179,000 | -2.2% | 1,595 | -5.9% | 0.10% | -5.8% |
| Q2 2020 | $183,000 | +10.9% | 1,695 | -1.2% | 0.10% | -8.0% |
| Q1 2020 | $165,000 | -26.7% | 1,715 | -0.9% | 0.11% | -11.0% |
| Q4 2019 | $225,000 | +3.2% | 1,730 | -5.5% | 0.13% | -0.8% |
| Q3 2019 | $218,000 | +2.3% | 1,830 | 0.0% | 0.13% | +0.8% |
| Q2 2019 | $213,000 | -2.3% | 1,830 | -5.2% | 0.13% | -6.6% |
| Q1 2019 | $218,000 | -99.9% | 1,930 | -23.7% | 0.14% | -25.3% |
| Q4 2018 | $255,884,000 | -56.6% | 2,530 | -50.2% | 0.18% | -46.5% |
| Q3 2018 | $589,046,000 | +4.9% | 5,085 | -0.3% | 0.34% | -0.6% |
| Q2 2018 | $561,663,000 | +28.4% | 5,100 | +27.5% | 0.34% | +32.0% |
| Q1 2018 | $437,360,000 | +3038.6% | 4,000 | +2566.7% | 0.26% | +2490.0% |
| Q2 2016 | $13,935,000 | – | 150 | – | 0.01% | – |
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% |