ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,580,066 | +19.2% | 114,275 | +24.9% | 0.00% | 0.0% |
| Q2 2023 | $14,748,885 | -30.6% | 91,500 | -34.7% | 0.00% | -40.0% |
| Q1 2023 | $21,263,397 | +33.5% | 140,112 | +27.6% | 0.01% | +25.0% |
| Q4 2022 | $15,928,686 | -4.9% | 109,800 | -15.7% | 0.00% | -20.0% |
| Q3 2022 | $16,748,000 | +11.0% | 130,317 | +18.7% | 0.01% | +25.0% |
| Q2 2022 | $15,093,000 | -12.3% | 109,800 | -0.7% | 0.00% | +33.3% |
| Q1 2022 | $17,217,000 | -67.5% | 110,567 | -67.4% | 0.00% | +200.0% |
| Q4 2021 | $53,050,000 | +75.9% | 338,684 | +63.3% | 0.00% | -75.0% |
| Q3 2021 | $30,156,000 | -15.2% | 207,369 | -13.9% | 0.00% | -20.0% |
| Q2 2021 | $35,550,000 | +150.9% | 240,785 | +140.0% | 0.01% | +150.0% |
| Q1 2021 | $14,168,000 | -49.2% | 100,310 | -53.9% | 0.00% | +100.0% |
| Q4 2020 | $27,878,000 | +109.7% | 217,764 | +84.2% | 0.00% | -66.7% |
| Q3 2020 | $13,295,000 | +117.8% | 118,232 | +109.6% | 0.00% | +200.0% |
| Q2 2020 | $6,103,000 | -54.6% | 56,400 | -59.7% | 0.00% | -75.0% |
| Q1 2020 | $13,454,000 | -21.5% | 139,779 | +6.1% | 0.00% | -20.0% |
| Q4 2019 | $17,140,000 | +64.9% | 131,755 | +51.0% | 0.01% | +25.0% |
| Q3 2019 | $10,395,000 | -64.3% | 87,252 | -65.0% | 0.00% | +33.3% |
| Q2 2019 | $29,079,000 | +660.2% | 249,450 | +635.3% | 0.00% | +200.0% |
| Q1 2019 | $3,825,000 | -72.0% | 33,927 | -74.9% | 0.00% | -80.0% |
| Q4 2018 | $13,675,000 | +170.3% | 135,212 | +209.6% | 0.01% | +150.0% |
| Q3 2018 | $5,059,000 | -63.1% | 43,668 | -64.9% | 0.00% | -60.0% |
| Q2 2018 | $13,694,000 | +4.5% | 124,349 | +3.7% | 0.01% | 0.0% |
| Q1 2018 | $13,110,000 | +85.0% | 119,900 | +93.3% | 0.01% | +66.7% |
| Q4 2017 | $7,086,000 | -34.3% | 62,029 | -37.9% | 0.00% | -25.0% |
| Q3 2017 | $10,782,000 | +224.0% | 99,920 | +215.2% | 0.00% | +300.0% |
| Q2 2017 | $3,328,000 | -67.6% | 31,700 | -67.9% | 0.00% | -80.0% |
| Q1 2017 | $10,276,000 | +26.1% | 98,773 | +22.9% | 0.01% | +25.0% |
| Q4 2016 | $8,148,000 | +67.6% | 80,365 | +57.0% | 0.00% | +33.3% |
| Q3 2016 | $4,862,000 | -35.1% | 51,200 | -36.6% | 0.00% | -25.0% |
| Q2 2016 | $7,497,000 | -24.9% | 80,700 | -27.3% | 0.00% | -33.3% |
| Q1 2016 | $9,987,000 | +44.7% | 111,033 | +42.4% | 0.01% | +100.0% |
| Q4 2015 | $6,904,000 | +407.3% | 77,980 | +381.4% | 0.00% | +200.0% |
| Q3 2015 | $1,361,000 | -55.7% | 16,200 | -51.4% | 0.00% | 0.0% |
| Q2 2015 | $3,071,000 | -17.0% | 33,300 | -16.7% | 0.00% | -50.0% |
| Q1 2015 | $3,699,000 | -24.9% | 39,967 | -23.9% | 0.00% | 0.0% |
| Q4 2014 | $4,927,000 | -58.9% | 52,553 | -60.5% | 0.00% | -50.0% |
| Q3 2014 | $11,990,000 | -13.7% | 133,120 | -13.5% | 0.00% | -42.9% |
| Q2 2014 | $13,897,000 | -42.9% | 153,931 | -45.0% | 0.01% | -41.7% |
| Q1 2014 | $24,321,000 | +90.8% | 279,881 | +87.7% | 0.01% | +140.0% |
| Q4 2013 | $12,744,000 | +73.7% | 149,118 | +59.2% | 0.01% | 0.0% |
| Q3 2013 | $7,336,000 | -70.7% | 93,665 | -71.7% | 0.01% | -66.7% |
| Q2 2013 | $25,069,000 | – | 330,849 | – | 0.02% | – |
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% |