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 | $14,008,363 | +25.1% | 91,058 | +31.0% | 0.00% | +50.0% |
| Q2 2023 | $11,200,771 | -37.0% | 69,488 | -40.7% | 0.00% | -50.0% |
| Q1 2023 | $17,777,925 | +77.8% | 117,145 | +70.0% | 0.00% | +100.0% |
| Q4 2022 | $9,997,064 | -4.7% | 68,912 | -15.5% | 0.00% | 0.0% |
| Q3 2022 | $10,487,000 | -43.7% | 81,600 | -39.8% | 0.00% | -60.0% |
| Q2 2022 | $18,640,000 | -1.2% | 135,600 | +11.9% | 0.01% | +25.0% |
| Q1 2022 | $18,873,000 | +229.1% | 121,199 | +231.1% | 0.00% | +300.0% |
| Q4 2021 | $5,734,000 | -31.1% | 36,610 | -36.1% | 0.00% | 0.0% |
| Q3 2021 | $8,325,000 | -44.3% | 57,251 | -43.5% | 0.00% | -66.7% |
| Q2 2021 | $14,949,000 | +0.8% | 101,250 | -3.6% | 0.00% | -25.0% |
| Q1 2021 | $14,830,000 | +69.9% | 104,998 | +54.0% | 0.00% | +100.0% |
| Q4 2020 | $8,728,000 | +71.2% | 68,176 | +50.4% | 0.00% | +100.0% |
| Q3 2020 | $5,098,000 | +316.2% | 45,336 | +300.5% | 0.00% | – |
| Q2 2020 | $1,225,000 | -65.5% | 11,319 | -69.4% | 0.00% | -100.0% |
| Q1 2020 | $3,555,000 | -7.8% | 36,939 | +24.7% | 0.00% | 0.0% |
| Q4 2019 | $3,854,000 | -43.9% | 29,623 | -48.6% | 0.00% | -33.3% |
| Q3 2019 | $6,870,000 | +469.2% | 57,665 | +457.1% | 0.00% | +200.0% |
| Q2 2019 | $1,207,000 | -77.3% | 10,351 | -78.1% | 0.00% | -66.7% |
| Q1 2019 | $5,325,000 | +48.5% | 47,237 | +33.3% | 0.00% | +50.0% |
| Q4 2018 | $3,585,000 | -1.6% | 35,447 | +12.7% | 0.00% | 0.0% |
| Q3 2018 | $3,643,000 | +525.9% | 31,448 | +494.9% | 0.00% | – |
| Q2 2018 | $582,000 | -87.1% | 5,286 | -86.6% | 0.00% | -100.0% |
| Q4 2017 | $4,498,000 | +84.0% | 39,368 | +73.8% | 0.00% | +50.0% |
| Q3 2017 | $2,444,000 | +17.7% | 22,650 | +13.5% | 0.00% | 0.0% |
| Q1 2017 | $2,076,000 | -0.3% | 19,952 | -11.0% | 0.00% | 0.0% |
| Q2 2016 | $2,082,000 | +182.1% | 22,408 | +181.0% | 0.00% | +100.0% |
| Q1 2015 | $738,000 | -18.0% | 7,974 | -20.0% | 0.00% | 0.0% |
| Q2 2014 | $900,000 | – | 9,964 | – | 0.00% | – |
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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% |