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 | $13,595,100 | -5.2% | 88,372 | -0.6% | 0.20% | -9.4% |
| Q2 2023 | $14,334,739 | +19.9% | 88,931 | +12.9% | 0.22% | +0.4% |
| Q1 2023 | $11,956,872 | +209.1% | 78,788 | +5.2% | 0.22% | +134.7% |
| Q4 2022 | $3,868,668 | +13.5% | 74,868 | +182.2% | 0.10% | -10.4% |
| Q3 2022 | $3,410,000 | -6.6% | 26,534 | -0.1% | 0.11% | -4.5% |
| Q2 2022 | $3,650,000 | -19.5% | 26,550 | -8.8% | 0.11% | -25.5% |
| Q1 2022 | $4,536,000 | +0.0% | 29,127 | +0.6% | 0.15% | +1.4% |
| Q4 2021 | $4,535,000 | +16.0% | 28,959 | +7.7% | 0.15% | +2.8% |
| Q3 2021 | $3,909,000 | -7.7% | 26,884 | -6.2% | 0.14% | -16.4% |
| Q2 2021 | $4,234,000 | -1.0% | 28,675 | -5.3% | 0.17% | -25.3% |
| Q1 2021 | $4,278,000 | +6.4% | 30,292 | -3.5% | 0.23% | -2.1% |
| Q4 2020 | $4,019,000 | +13.3% | 31,393 | -0.5% | 0.23% | -3.7% |
| Q3 2020 | $3,548,000 | -2.9% | 31,555 | -6.6% | 0.24% | -12.3% |
| Q2 2020 | $3,655,000 | -11.8% | 33,781 | -21.5% | 0.28% | -29.5% |
| Q1 2020 | $4,144,000 | -37.4% | 43,052 | -15.4% | 0.39% | -51.5% |
| Q4 2019 | $6,617,000 | +33.5% | 50,866 | +22.3% | 0.81% | +17.9% |
| Q3 2019 | $4,957,000 | +5.6% | 41,605 | +3.4% | 0.69% | +4.1% |
| Q2 2019 | $4,692,000 | +15.1% | 40,251 | +11.3% | 0.66% | -13.6% |
| Q1 2019 | $4,076,000 | +38.7% | 36,150 | +24.4% | 0.76% | +24.4% |
| Q4 2018 | $2,939,000 | +135.3% | 29,058 | +169.5% | 0.62% | +174.6% |
| Q3 2018 | $1,249,000 | +12.1% | 10,783 | +6.6% | 0.22% | -5.9% |
| Q2 2018 | $1,114,000 | -0.4% | 10,116 | -1.1% | 0.24% | +0.8% |
| Q1 2018 | $1,119,000 | -7.5% | 10,230 | -3.4% | 0.24% | -7.5% |
| Q4 2017 | $1,210,000 | +4.2% | 10,589 | -1.6% | 0.26% | -1.9% |
| Q3 2017 | $1,161,000 | +9.2% | 10,757 | +6.3% | 0.26% | +3.6% |
| Q2 2017 | $1,063,000 | +0.3% | 10,124 | -0.6% | 0.25% | -4.2% |
| Q1 2017 | $1,060,000 | +2.6% | 10,186 | -0.0% | 0.26% | -5.4% |
| Q4 2016 | $1,033,000 | +5.7% | 10,188 | -1.0% | 0.28% | +3.0% |
| Q3 2016 | $977,000 | +2.2% | 10,286 | 0.0% | 0.27% | -1.5% |
| Q2 2016 | $956,000 | +7.2% | 10,286 | +3.7% | 0.27% | +0.7% |
| Q1 2016 | $892,000 | -2.7% | 9,920 | -4.3% | 0.27% | -5.2% |
| Q4 2015 | $917,000 | -0.2% | 10,361 | -5.2% | 0.29% | -13.1% |
| Q3 2015 | $919,000 | -27.7% | 10,934 | -20.7% | 0.33% | -23.1% |
| Q2 2015 | $1,271,000 | -7.2% | 13,785 | -6.8% | 0.43% | -11.8% |
| Q1 2015 | $1,369,000 | -3.6% | 14,792 | -2.3% | 0.48% | -9.9% |
| Q4 2014 | $1,420,000 | -2.5% | 15,143 | -6.3% | 0.54% | -13.1% |
| Q3 2014 | $1,456,000 | -5.6% | 16,161 | -5.4% | 0.62% | -7.2% |
| Q2 2014 | $1,543,000 | +2.1% | 17,086 | -1.7% | 0.67% | -4.7% |
| Q1 2014 | $1,511,000 | -6.9% | 17,389 | -8.5% | 0.70% | -12.1% |
| Q4 2013 | $1,623,000 | +7.4% | 18,997 | -1.5% | 0.80% | -3.3% |
| Q3 2013 | $1,511,000 | -1.1% | 19,290 | -4.3% | 0.82% | -7.2% |
| Q2 2013 | $1,528,000 | – | 20,166 | – | 0.89% | – |
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% |