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 | $1,187,338 | -17.8% | 7,718 | -13.8% | 0.09% | -17.5% |
| Q2 2023 | $1,443,618 | +6.2% | 8,956 | 0.0% | 0.11% | -4.2% |
| Q1 2023 | $1,359,163 | +2.6% | 8,956 | -1.9% | 0.12% | -9.2% |
| Q4 2022 | $1,324,634 | +12.0% | 9,131 | -0.8% | 0.13% | -18.6% |
| Q3 2022 | $1,183,000 | -6.8% | 9,201 | -0.3% | 0.16% | -18.7% |
| Q2 2022 | $1,269,000 | -29.0% | 9,231 | -19.6% | 0.20% | -19.2% |
| Q1 2022 | $1,787,000 | -3.8% | 11,475 | -3.3% | 0.24% | -38.1% |
| Q4 2021 | $1,858,000 | -0.5% | 11,864 | -7.7% | 0.40% | +44.5% |
| Q3 2021 | $1,868,000 | -6.7% | 12,848 | -5.2% | 0.27% | -7.4% |
| Q2 2021 | $2,002,000 | -2.2% | 13,559 | -6.4% | 0.30% | -36.5% |
| Q1 2021 | $2,046,000 | +9.3% | 14,489 | -0.9% | 0.47% | +44.3% |
| Q4 2020 | $1,872,000 | +13.2% | 14,619 | -0.6% | 0.32% | +0.6% |
| Q3 2020 | $1,653,000 | +3.9% | 14,701 | 0.0% | 0.32% | -2.7% |
| Q2 2020 | $1,591,000 | +10.3% | 14,701 | -1.9% | 0.33% | -17.5% |
| Q1 2020 | $1,443,000 | -26.0% | 14,993 | 0.0% | 0.40% | -8.3% |
| Q4 2019 | $1,950,000 | +8.5% | 14,993 | -0.7% | 0.44% | +0.9% |
| Q3 2019 | $1,798,000 | -1.6% | 15,093 | -3.7% | 0.43% | -3.8% |
| Q2 2019 | $1,827,000 | +2.0% | 15,669 | -1.4% | 0.45% | +0.4% |
| Q1 2019 | $1,792,000 | +6.9% | 15,899 | -4.1% | 0.45% | -4.7% |
| Q4 2018 | $1,677,000 | -12.7% | 16,580 | 0.0% | 0.47% | +117.1% |
| Q3 2018 | $1,921,000 | +5.2% | 16,580 | 0.0% | 0.22% | +1.9% |
| Q2 2018 | $1,826,000 | -5.5% | 16,580 | -6.2% | 0.21% | -7.8% |
| Q1 2018 | $1,933,000 | -7.9% | 17,675 | -3.8% | 0.23% | -2.5% |
| Q4 2017 | $2,099,000 | -5.8% | 18,370 | -11.0% | 0.24% | -10.9% |
| Q3 2017 | $2,228,000 | -1.0% | 20,645 | -3.7% | 0.26% | -5.0% |
| Q2 2017 | $2,251,000 | -4.7% | 21,442 | -5.5% | 0.28% | -6.1% |
| Q1 2017 | $2,361,000 | +2.9% | 22,692 | +0.2% | 0.30% | -2.6% |
| Q4 2016 | $2,295,000 | -0.5% | 22,642 | -6.8% | 0.30% | -1.3% |
| Q3 2016 | $2,307,000 | +2.2% | 24,293 | 0.0% | 0.31% | -1.3% |
| Q2 2016 | $2,257,000 | +3.0% | 24,293 | -0.3% | 0.31% | +2.6% |
| Q1 2016 | $2,191,000 | +1.6% | 24,365 | 0.0% | 0.30% | -1.9% |
| Q4 2015 | $2,157,000 | +1.1% | 24,365 | -4.1% | 0.31% | -4.6% |
| Q3 2015 | $2,134,000 | -9.9% | 25,395 | -1.2% | 0.33% | +18.1% |
| Q2 2015 | $2,369,000 | -1.7% | 25,695 | -1.3% | 0.28% | -6.4% |
| Q1 2015 | $2,410,000 | -2.9% | 26,042 | -1.6% | 0.30% | -22.8% |
| Q4 2014 | $2,483,000 | +4.1% | 26,477 | 0.0% | 0.38% | +2.4% |
| Q3 2014 | $2,385,000 | -3.3% | 26,477 | -3.1% | 0.37% | -1.8% |
| Q2 2014 | $2,467,000 | -1.6% | 27,322 | -5.3% | 0.38% | -5.2% |
| Q1 2014 | $2,507,000 | +1.0% | 28,854 | -0.6% | 0.40% | -2.0% |
| Q4 2013 | $2,481,000 | +9.1% | 29,031 | 0.0% | 0.41% | -6.0% |
| Q3 2013 | $2,274,000 | -8.0% | 29,031 | -11.1% | 0.44% | -3.3% |
| Q2 2013 | $2,473,000 | – | 32,639 | – | 0.45% | – |
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% |