ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,511,767 | -4.6% | 87,830 | 0.0% | 1.65% | -0.9% |
| Q2 2023 | $14,157,318 | +6.2% | 87,830 | 0.0% | 1.66% | -0.2% |
| Q1 2023 | $13,329,081 | +4.6% | 87,830 | 0.0% | 1.67% | -1.6% |
| Q4 2022 | $12,741,498 | +15.4% | 87,830 | +2.3% | 1.70% | +6.0% |
| Q3 2022 | $11,038,000 | -6.8% | 85,885 | -0.3% | 1.60% | -1.5% |
| Q2 2022 | $11,847,000 | -5.6% | 86,185 | +6.9% | 1.62% | +10.5% |
| Q1 2022 | $12,556,000 | +1.6% | 80,630 | +2.1% | 1.47% | +4.5% |
| Q4 2021 | $12,364,000 | -5.1% | 78,940 | -11.9% | 1.41% | -14.4% |
| Q3 2021 | $13,030,000 | -5.7% | 89,600 | -4.2% | 1.64% | -5.7% |
| Q2 2021 | $13,814,000 | +2.1% | 93,565 | -2.3% | 1.74% | -4.6% |
| Q1 2021 | $13,524,000 | +5.5% | 95,755 | -4.4% | 1.83% | +0.6% |
| Q4 2020 | $12,822,000 | +12.5% | 100,160 | -1.2% | 1.82% | -1.1% |
| Q3 2020 | $11,398,000 | -9.8% | 101,364 | -13.2% | 1.84% | -16.1% |
| Q2 2020 | $12,643,000 | +11.2% | 116,837 | -1.1% | 2.19% | -10.6% |
| Q1 2020 | $11,371,000 | -25.1% | 118,139 | +1.2% | 2.45% | -12.1% |
| Q4 2019 | $15,184,000 | +13.4% | 116,723 | +3.8% | 2.79% | +3.5% |
| Q3 2019 | $13,391,000 | +23.7% | 112,396 | +21.0% | 2.69% | +20.2% |
| Q2 2019 | $10,824,000 | +54.3% | 92,855 | +49.2% | 2.24% | +46.7% |
| Q1 2019 | $7,017,000 | +39.9% | 62,237 | +25.5% | 1.53% | +22.8% |
| Q4 2018 | $5,017,000 | +120.6% | 49,605 | +152.7% | 1.24% | +147.6% |
| Q3 2018 | $2,274,000 | +665.7% | 19,630 | +627.0% | 0.50% | +627.5% |
| Q2 2018 | $297,000 | +0.7% | 2,700 | 0.0% | 0.07% | +1.5% |
| Q1 2018 | $295,000 | -6.3% | 2,700 | -2.1% | 0.07% | -5.6% |
| Q4 2017 | $315,000 | +4.3% | 2,757 | -1.5% | 0.07% | -4.0% |
| Q3 2017 | $302,000 | -3.2% | 2,800 | -5.9% | 0.08% | -7.4% |
| Q2 2017 | $312,000 | +0.6% | 2,975 | 0.0% | 0.08% | -5.8% |
| Q1 2017 | $310,000 | +30.3% | 2,975 | +26.6% | 0.09% | +19.4% |
| Q4 2016 | $238,000 | +6.7% | 2,350 | 0.0% | 0.07% | +2.9% |
| Q3 2016 | $223,000 | -37.7% | 2,350 | -39.0% | 0.07% | -37.5% |
| Q2 2016 | $358,000 | -41.9% | 3,850 | -43.8% | 0.11% | -44.3% |
| Q1 2016 | $616,000 | – | 6,850 | – | 0.20% | – |
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% |