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 | $16,343,332 | -7.1% | 106,541 | -1.1% | 0.99% | -3.3% |
| Q2 2023 | $17,594,836 | +4.6% | 107,778 | -2.7% | 1.03% | -3.8% |
| Q1 2023 | $16,813,588 | +4.2% | 110,791 | -0.4% | 1.07% | -2.1% |
| Q4 2022 | $16,132,085 | +11.2% | 111,202 | -1.5% | 1.09% | -2.0% |
| Q3 2022 | $14,503,000 | -6.9% | 112,844 | -0.4% | 1.11% | -3.9% |
| Q2 2022 | $15,576,000 | -14.2% | 113,312 | -2.8% | 1.16% | -3.1% |
| Q1 2022 | $18,162,000 | -0.1% | 116,631 | +0.5% | 1.20% | -7.4% |
| Q4 2021 | $18,176,000 | +7.4% | 116,042 | -0.3% | 1.29% | -3.7% |
| Q3 2021 | $16,923,000 | -2.5% | 116,375 | -1.0% | 1.34% | -4.1% |
| Q2 2021 | $17,361,000 | +4.1% | 117,591 | -0.4% | 1.40% | -3.5% |
| Q1 2021 | $16,674,000 | +10.4% | 118,051 | +0.1% | 1.45% | +0.8% |
| Q4 2020 | $15,100,000 | +13.5% | 117,953 | -0.3% | 1.44% | -4.5% |
| Q3 2020 | $13,303,000 | +7.4% | 118,298 | +3.3% | 1.50% | -2.2% |
| Q2 2020 | $12,388,000 | +15.9% | 114,480 | +3.1% | 1.54% | -4.4% |
| Q1 2020 | $10,692,000 | -23.3% | 111,086 | +3.7% | 1.61% | +7.5% |
| Q4 2019 | $13,938,000 | +8.7% | 107,145 | -0.5% | 1.50% | -6.2% |
| Q3 2019 | $12,827,000 | +2.6% | 107,663 | +0.4% | 1.60% | +4.8% |
| Q2 2019 | $12,505,000 | +2.2% | 107,273 | -1.2% | 1.52% | -3.4% |
| Q1 2019 | $12,235,000 | +8.6% | 108,525 | -2.6% | 1.58% | -7.1% |
| Q4 2018 | $11,269,000 | -10.2% | 111,418 | +2.9% | 1.70% | +1.1% |
| Q3 2018 | $12,549,000 | +4.2% | 108,330 | -0.9% | 1.68% | -0.9% |
| Q2 2018 | $12,039,000 | -0.8% | 109,317 | -1.5% | 1.69% | -1.5% |
| Q1 2018 | $12,132,000 | -5.5% | 110,955 | -1.3% | 1.72% | -5.8% |
| Q4 2017 | $12,843,000 | +2.9% | 112,420 | -2.8% | 1.82% | -3.6% |
| Q3 2017 | $12,483,000 | +1.3% | 115,684 | -1.4% | 1.89% | -3.1% |
| Q2 2017 | $12,317,000 | -1.8% | 117,345 | -2.7% | 1.95% | -9.3% |
| Q1 2017 | $12,547,000 | +1.6% | 120,597 | -1.0% | 2.15% | -6.6% |
| Q4 2016 | $12,348,000 | +7.1% | 121,803 | +0.3% | 2.30% | -2.2% |
| Q3 2016 | $11,533,000 | +1.6% | 121,455 | -0.6% | 2.36% | -3.8% |
| Q2 2016 | $11,350,000 | +1.9% | 122,177 | -1.4% | 2.45% | -3.0% |
| Q1 2016 | $11,141,000 | +1.7% | 123,891 | +0.1% | 2.52% | -4.6% |
| Q4 2015 | $10,954,000 | +4.4% | 123,734 | -0.9% | 2.65% | -2.4% |
| Q3 2015 | $10,494,000 | -9.5% | 124,882 | -1.3% | 2.71% | -5.2% |
| Q2 2015 | $11,591,000 | -4.3% | 126,466 | -3.4% | 2.86% | -9.8% |
| Q1 2015 | $12,118,000 | -1.8% | 130,924 | -0.5% | 3.17% | -6.6% |
| Q4 2014 | $12,335,000 | +5.6% | 131,547 | +1.5% | 3.40% | -1.3% |
| Q3 2014 | $11,678,000 | +0.3% | 129,659 | +0.5% | 3.44% | +0.2% |
| Q2 2014 | $11,643,000 | +4.5% | 128,966 | +0.6% | 3.44% | -3.3% |
| Q1 2014 | $11,143,000 | -0.4% | 128,223 | -2.0% | 3.55% | -3.6% |
| Q4 2013 | $11,186,000 | +10.2% | 130,888 | +1.0% | 3.69% | -0.1% |
| Q3 2013 | $10,154,000 | +5.7% | 129,647 | +2.3% | 3.69% | -3.7% |
| Q2 2013 | $9,602,000 | – | 126,731 | – | 3.83% | – |
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% |