ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,442,250 | -77.0% | 9,375 | -75.9% | 0.59% | -38.8% |
| Q2 2023 | $6,271,903 | +9.1% | 38,910 | +2.7% | 0.97% | +18.3% |
| Q1 2023 | $5,751,097 | +14.4% | 37,896 | +9.4% | 0.82% | +2.6% |
| Q4 2022 | $5,027,111 | +11.9% | 34,653 | -0.9% | 0.80% | -55.8% |
| Q3 2022 | $4,493,000 | -6.2% | 34,957 | +0.3% | 1.80% | +13.3% |
| Q2 2022 | $4,792,000 | -9.1% | 34,862 | +3.0% | 1.59% | +6.6% |
| Q1 2022 | $5,271,000 | -0.5% | 33,847 | +0.1% | 1.49% | +4.9% |
| Q4 2021 | $5,296,000 | +63.7% | 33,813 | +51.9% | 1.42% | +52.6% |
| Q3 2021 | $3,236,000 | +3.8% | 22,254 | +5.4% | 0.93% | -13.9% |
| Q2 2021 | $3,118,000 | +22.2% | 21,117 | +16.9% | 1.08% | +16.0% |
| Q1 2021 | $2,552,000 | +32.6% | 18,068 | +20.2% | 0.93% | +5.4% |
| Q4 2020 | $1,924,000 | +10.3% | 15,029 | -3.2% | 0.89% | -7.4% |
| Q3 2020 | $1,745,000 | +6.9% | 15,520 | +2.9% | 0.96% | +4.4% |
| Q2 2020 | $1,632,000 | -40.4% | 15,082 | -47.0% | 0.92% | -35.7% |
| Q1 2020 | $2,740,000 | -83.4% | 28,472 | -77.6% | 1.43% | -85.9% |
| Q4 2019 | $16,537,000 | +9.7% | 127,119 | +0.5% | 10.14% | +6.0% |
| Q3 2019 | $15,068,000 | -2.3% | 126,476 | -4.4% | 9.57% | +38.5% |
| Q2 2019 | $15,426,000 | +18.9% | 132,334 | +15.0% | 6.91% | -25.6% |
| Q1 2019 | $12,977,000 | -18.6% | 115,103 | -27.0% | 9.28% | -10.5% |
| Q4 2018 | $15,946,000 | +120.6% | 157,664 | +152.7% | 10.37% | +103.7% |
| Q3 2018 | $7,229,000 | -12.1% | 62,403 | -16.4% | 5.09% | -34.5% |
| Q2 2018 | $8,224,000 | -21.7% | 74,672 | -22.3% | 7.77% | -21.5% |
| Q1 2018 | $10,509,000 | +423.6% | 96,110 | +447.2% | 9.90% | +379.0% |
| Q4 2017 | $2,007,000 | – | 17,564 | – | 2.07% | – |
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% |