ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368 | +21.5% | 2,393 | +27.5% | 0.02% | +25.0% |
| Q2 2023 | $303 | +6.3% | 1,877 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $285 | +9.2% | 1,877 | +4.5% | 0.02% | +5.3% |
| Q4 2022 | $261 | -99.9% | 1,797 | 0.0% | 0.02% | +5.6% |
| Q3 2022 | $231,000 | -6.5% | 1,797 | 0.0% | 0.02% | -5.3% |
| Q2 2022 | $247,000 | -11.8% | 1,797 | 0.0% | 0.02% | +11.8% |
| Q1 2022 | $280,000 | -0.4% | 1,797 | 0.0% | 0.02% | +6.2% |
| Q4 2021 | $281,000 | +7.7% | 1,797 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $261,000 | -1.5% | 1,797 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $265,000 | +4.3% | 1,797 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $254,000 | +10.4% | 1,797 | 0.0% | 0.02% | +6.2% |
| Q4 2020 | $230,000 | +13.9% | 1,797 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $202,000 | -12.6% | 1,797 | -25.0% | 0.02% | -38.5% |
| Q1 2020 | $231,000 | -27.1% | 2,397 | -1.6% | 0.03% | -16.1% |
| Q4 2019 | $317,000 | +9.3% | 2,436 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $290,000 | -26.8% | 2,436 | -28.3% | 0.03% | -26.2% |
| Q2 2019 | $396,000 | +3.4% | 3,397 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $383,000 | +2.4% | 3,397 | -8.1% | 0.04% | -16.0% |
| Q4 2018 | $374,000 | -12.6% | 3,697 | 0.0% | 0.05% | 0.0% |
| Q3 2018 | $428,000 | +2.9% | 3,697 | -2.1% | 0.05% | -5.7% |
| Q2 2018 | $416,000 | -9.4% | 3,777 | -10.0% | 0.05% | -8.6% |
| Q1 2018 | $459,000 | -17.9% | 4,197 | -14.3% | 0.06% | -20.5% |
| Q4 2017 | $559,000 | +5.9% | 4,897 | 0.0% | 0.07% | +5.8% |
| Q3 2017 | $528,000 | -10.1% | 4,897 | -12.5% | 0.07% | -12.7% |
| Q2 2017 | $587,000 | -7.4% | 5,597 | -8.2% | 0.08% | -9.2% |
| Q1 2017 | $634,000 | -2.3% | 6,097 | -4.7% | 0.09% | -5.4% |
| Q4 2016 | $649,000 | +6.9% | 6,397 | 0.0% | 0.09% | +4.5% |
| Q3 2016 | $607,000 | +2.2% | 6,397 | 0.0% | 0.09% | +2.3% |
| Q2 2016 | $594,000 | +3.3% | 6,397 | 0.0% | 0.09% | +1.2% |
| Q1 2016 | $575,000 | +1.6% | 6,397 | 0.0% | 0.08% | -8.6% |
| Q4 2015 | $566,000 | +5.2% | 6,397 | 0.0% | 0.09% | -1.1% |
| Q3 2015 | $538,000 | – | 6,397 | – | 0.09% | – |
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% |