ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,433 | -4.6% | 4,618 | 0.0% | 0.08% | -3.4% |
| Q2 2023 | $744,375 | +6.2% | 4,618 | 0.0% | 0.09% | -8.3% |
| Q1 2023 | $700,828 | +146.6% | 4,618 | +135.7% | 0.10% | +134.1% |
| Q4 2022 | $284,192 | -43.9% | 1,959 | -50.3% | 0.04% | -52.9% |
| Q3 2022 | $507,000 | +634.8% | 3,945 | +687.4% | 0.09% | +625.0% |
| Q2 2022 | $69,000 | -11.5% | 501 | 0.0% | 0.01% | -20.0% |
| Q1 2022 | $78,000 | -61.0% | 501 | -60.8% | 0.02% | -54.5% |
| Q4 2021 | $200,000 | +7.5% | 1,279 | 0.0% | 0.03% | -19.5% |
| Q3 2021 | $186,000 | -1.6% | 1,279 | 0.0% | 0.04% | -10.9% |
| Q2 2021 | $189,000 | +4.4% | 1,279 | 0.0% | 0.05% | -6.1% |
| Q1 2021 | $181,000 | -46.8% | 1,279 | -51.8% | 0.05% | -53.3% |
| Q4 2020 | $340,000 | +46.6% | 2,655 | +28.6% | 0.10% | +28.0% |
| Q3 2020 | $232,000 | +246.3% | 2,065 | +231.5% | 0.08% | +203.7% |
| Q2 2020 | $67,000 | +11.7% | 623 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $60,000 | -7.7% | 623 | +25.6% | 0.03% | +17.4% |
| Q4 2019 | $65,000 | +10.2% | 496 | 0.0% | 0.02% | +35.3% |
| Q3 2019 | $59,000 | +1.7% | 496 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $58,000 | +3.6% | 496 | 0.0% | 0.02% | +5.9% |
| Q1 2019 | $56,000 | +12.0% | 496 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $50,000 | -12.3% | 496 | 0.0% | 0.02% | -10.5% |
| Q3 2018 | $57,000 | +3.6% | 496 | 0.0% | 0.02% | -32.1% |
| Q2 2018 | $55,000 | +1.9% | 496 | 0.0% | 0.03% | -3.4% |
| Q1 2018 | $54,000 | -5.3% | 496 | 0.0% | 0.03% | -9.4% |
| Q4 2017 | $57,000 | +5.6% | 496 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $54,000 | +3.8% | 496 | 0.0% | 0.03% | -3.0% |
| Q2 2017 | $52,000 | 0.0% | 496 | 0.0% | 0.03% | +6.5% |
| Q1 2017 | $52,000 | +4.0% | 496 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $50,000 | +6.4% | 496 | 0.0% | 0.03% | -3.1% |
| Q3 2016 | $47,000 | +2.2% | 496 | 0.0% | 0.03% | -3.0% |
| Q2 2016 | $46,000 | +2.2% | 496 | 0.0% | 0.03% | -5.7% |
| Q1 2016 | $45,000 | +2.3% | 496 | 0.0% | 0.04% | +6.1% |
| Q4 2015 | $44,000 | +4.8% | 496 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $42,000 | -10.6% | 496 | -2.9% | 0.03% | -2.9% |
| Q2 2015 | $47,000 | +2.2% | 511 | +3.0% | 0.03% | +6.2% |
| Q1 2015 | $46,000 | -2.1% | 496 | 0.0% | 0.03% | -8.6% |
| Q4 2014 | $47,000 | +4.4% | 496 | 0.0% | 0.04% | -10.3% |
| Q3 2014 | $45,000 | +125.0% | 496 | +118.5% | 0.04% | +116.7% |
| Q2 2014 | $20,000 | 0.0% | 227 | 0.0% | 0.02% | -18.2% |
| Q1 2014 | $20,000 | +5.3% | 227 | 0.0% | 0.02% | +100.0% |
| Q4 2013 | $19,000 | +5.6% | 227 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $18,000 | +5.9% | 227 | 0.0% | 0.01% | -15.4% |
| Q2 2013 | $17,000 | – | 227 | – | 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% |