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 | $672,896 | +113.3% | 4,374 | +123.5% | 0.01% | +40.0% |
| Q2 2023 | $315,449 | -52.2% | 1,957 | -55.0% | 0.01% | -61.5% |
| Q1 2023 | $659,397 | +5.7% | 4,345 | +8.5% | 0.01% | -40.9% |
| Q1 2022 | $624,000 | -5.2% | 4,004 | -4.7% | 0.02% | -24.1% |
| Q4 2021 | $658,000 | +7.9% | 4,203 | +0.3% | 0.03% | +61.1% |
| Q3 2021 | $610,000 | -17.1% | 4,192 | -15.9% | 0.02% | -18.2% |
| Q2 2021 | $736,000 | +6.5% | 4,984 | +1.9% | 0.02% | -42.1% |
| Q1 2021 | $691,000 | -8.0% | 4,892 | -16.6% | 0.04% | +111.1% |
| Q4 2020 | $751,000 | -71.6% | 5,869 | -75.1% | 0.02% | -66.7% |
| Q3 2020 | $2,645,000 | -42.9% | 23,524 | -45.1% | 0.05% | -48.1% |
| Q2 2020 | $4,633,000 | +225.6% | 42,816 | +189.6% | 0.10% | +225.0% |
| Q1 2020 | $1,423,000 | -39.7% | 14,787 | -18.5% | 0.03% | +100.0% |
| Q4 2019 | $2,361,000 | -53.0% | 18,148 | -56.9% | 0.02% | -65.2% |
| Q3 2019 | $5,019,000 | +72.9% | 42,129 | +69.2% | 0.05% | +53.3% |
| Q2 2019 | $2,902,000 | +46.7% | 24,896 | +41.9% | 0.03% | +66.7% |
| Q1 2019 | $1,978,000 | +643.6% | 17,549 | +567.3% | 0.02% | +500.0% |
| Q4 2018 | $266,000 | -90.4% | 2,630 | -89.0% | 0.00% | -83.3% |
| Q3 2018 | $2,760,000 | -45.6% | 23,823 | -48.3% | 0.02% | -28.0% |
| Q2 2018 | $5,077,000 | +71.6% | 46,096 | +70.4% | 0.02% | +47.1% |
| Q1 2018 | $2,958,000 | -41.4% | 27,051 | -38.7% | 0.02% | -87.4% |
| Q4 2017 | $5,044,000 | -56.3% | 44,155 | -60.2% | 0.14% | -94.0% |
| Q1 2017 | $11,539,000 | +3920.6% | 110,905 | +3319.8% | 2.26% | +557.3% |
| Q4 2015 | $287,000 | -33.4% | 3,243 | -30.6% | 0.34% | -52.2% |
| Q2 2015 | $431,000 | – | 4,673 | – | 0.72% | – |
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% |