ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,452 | -5.0% | 1,693 | -0.5% | 0.04% | +5.4% |
| Q2 2023 | $274,185 | +148.9% | 1,701 | +134.3% | 0.04% | +164.3% |
| Q1 2023 | $110,178 | +4.6% | 726 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $105,321 | -15.7% | 726 | -25.5% | 0.02% | -31.8% |
| Q3 2022 | $125,000 | -13.2% | 974 | -6.8% | 0.02% | -12.0% |
| Q2 2022 | $144,000 | -22.6% | 1,045 | -12.6% | 0.02% | -7.4% |
| Q1 2022 | $186,000 | -5.1% | 1,195 | -4.3% | 0.03% | +3.8% |
| Q4 2021 | $196,000 | +6.5% | 1,249 | -1.5% | 0.03% | +4.0% |
| Q3 2021 | $184,000 | -1.6% | 1,268 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $187,000 | +4.5% | 1,268 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $179,000 | +10.5% | 1,268 | 0.0% | 0.03% | +8.0% |
| Q4 2020 | $162,000 | -4.1% | 1,268 | -15.5% | 0.02% | -3.8% |
| Q3 2020 | $169,000 | -17.2% | 1,500 | -20.6% | 0.03% | -7.1% |
| Q2 2020 | $204,000 | +12.1% | 1,889 | 0.0% | 0.03% | -3.4% |
| Q1 2020 | $182,000 | -26.0% | 1,889 | 0.0% | 0.03% | +7.4% |
| Q4 2019 | $246,000 | +9.3% | 1,889 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $225,000 | +2.3% | 1,889 | 0.0% | 0.03% | -7.1% |
| Q2 2019 | $220,000 | +3.3% | 1,889 | 0.0% | 0.03% | +3.7% |
| Q1 2019 | $213,000 | -7.4% | 1,889 | -9.6% | 0.03% | -22.9% |
| Q4 2018 | $230,000 | -5.0% | 2,089 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $242,000 | +5.2% | 2,089 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $230,000 | +0.9% | 2,089 | 0.0% | 0.04% | -2.8% |
| Q1 2018 | $228,000 | -23.0% | 2,089 | -19.3% | 0.04% | -18.2% |
| Q4 2017 | $296,000 | -20.2% | 2,589 | -24.7% | 0.04% | -22.8% |
| Q3 2017 | $371,000 | +2.8% | 3,439 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $361,000 | -13.2% | 3,439 | -14.0% | 0.06% | -13.6% |
| Q1 2017 | $416,000 | +2.7% | 3,999 | 0.0% | 0.07% | +6.5% |
| Q4 2016 | $405,000 | +6.6% | 3,999 | 0.0% | 0.06% | +8.8% |
| Q3 2016 | $380,000 | +2.2% | 3,999 | 0.0% | 0.06% | +7.5% |
| Q2 2016 | $372,000 | +3.3% | 3,999 | 0.0% | 0.05% | +6.0% |
| Q1 2016 | $360,000 | +1.7% | 3,999 | 0.0% | 0.05% | 0.0% |
| Q4 2015 | $354,000 | +5.4% | 3,999 | 0.0% | 0.05% | -10.7% |
| Q3 2015 | $336,000 | -20.6% | 3,999 | -12.8% | 0.06% | -16.4% |
| Q2 2015 | $423,000 | -0.2% | 4,585 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $424,000 | -1.4% | 4,585 | 0.0% | 0.07% | +26.4% |
| Q4 2014 | $430,000 | +19.4% | 4,585 | +14.6% | 0.05% | +10.4% |
| Q3 2014 | $360,000 | -0.3% | 4,001 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $361,000 | +3.7% | 4,001 | 0.0% | 0.05% | -14.3% |
| Q1 2014 | $348,000 | +1.8% | 4,001 | 0.0% | 0.06% | +5.7% |
| Q4 2013 | $342,000 | +9.3% | 4,001 | 0.0% | 0.05% | -1.9% |
| Q3 2013 | $313,000 | +3.3% | 4,001 | 0.0% | 0.05% | -3.6% |
| Q2 2013 | $303,000 | – | 4,001 | – | 0.06% | – |
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% |