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 | $794,122 | -5.5% | 5,162 | -1.0% | 0.22% | -2.3% |
| Q2 2023 | $840,365 | +4.7% | 5,214 | -1.4% | 0.22% | 0.0% |
| Q1 2023 | $802,557 | +3.4% | 5,288 | -1.1% | 0.22% | -1.8% |
| Q4 2022 | $775,848 | +13.9% | 5,348 | +0.9% | 0.22% | +2.3% |
| Q3 2022 | $681,000 | -8.6% | 5,298 | -2.2% | 0.22% | -4.8% |
| Q2 2022 | $745,000 | -19.6% | 5,417 | -9.0% | 0.23% | -13.2% |
| Q1 2022 | $927,000 | -4.4% | 5,954 | -3.9% | 0.27% | -3.3% |
| Q4 2021 | $970,000 | +5.0% | 6,194 | -2.5% | 0.28% | -5.2% |
| Q3 2021 | $924,000 | -1.5% | 6,354 | 0.0% | 0.29% | -1.7% |
| Q2 2021 | $938,000 | +7.4% | 6,354 | +2.7% | 0.30% | -0.3% |
| Q1 2021 | $873,000 | +10.2% | 6,184 | 0.0% | 0.30% | +2.4% |
| Q4 2020 | $792,000 | +15.5% | 6,184 | +1.3% | 0.29% | +1.8% |
| Q3 2020 | $686,000 | +8.5% | 6,104 | +4.5% | 0.28% | -1.4% |
| Q2 2020 | $632,000 | +10.3% | 5,841 | -1.9% | 0.29% | -6.8% |
| Q1 2020 | $573,000 | -26.1% | 5,954 | 0.0% | 0.31% | -6.6% |
| Q4 2019 | $775,000 | +12.3% | 5,954 | +2.7% | 0.33% | +3.1% |
| Q3 2019 | $690,000 | +1.5% | 5,795 | -0.7% | 0.32% | -0.3% |
| Q2 2019 | $680,000 | -1.7% | 5,835 | -4.9% | 0.32% | -5.6% |
| Q1 2019 | $692,000 | +11.6% | 6,135 | 0.0% | 0.34% | -2.8% |
| Q4 2018 | $620,000 | +8.4% | 6,135 | +24.3% | 0.35% | +32.5% |
| Q3 2018 | $572,000 | +5.3% | 4,935 | 0.0% | 0.26% | +2.3% |
| Q2 2018 | $543,000 | -19.4% | 4,935 | -19.9% | 0.26% | -19.6% |
| Q1 2018 | $674,000 | -4.3% | 6,162 | 0.0% | 0.32% | -4.7% |
| Q4 2017 | $704,000 | +5.9% | 6,162 | 0.0% | 0.34% | +1.5% |
| Q3 2017 | $665,000 | +2.8% | 6,162 | 0.0% | 0.33% | -2.9% |
| Q2 2017 | $647,000 | +0.9% | 6,162 | 0.0% | 0.34% | -7.5% |
| Q1 2017 | $641,000 | +2.6% | 6,162 | 0.0% | 0.37% | -5.1% |
| Q4 2016 | $625,000 | +20.4% | 6,162 | +12.7% | 0.39% | +22.6% |
| Q3 2016 | $519,000 | +2.2% | 5,468 | 0.0% | 0.32% | -1.2% |
| Q2 2016 | $508,000 | +33.3% | 5,468 | +29.2% | 0.32% | +29.7% |
| Q1 2016 | $381,000 | +1.6% | 4,233 | 0.0% | 0.25% | -2.0% |
| Q4 2015 | $375,000 | +5.3% | 4,233 | 0.0% | 0.25% | -0.4% |
| Q3 2015 | $356,000 | -8.7% | 4,233 | 0.0% | 0.26% | -4.5% |
| Q2 2015 | $390,000 | -0.5% | 4,233 | 0.0% | 0.27% | -2.2% |
| Q1 2015 | $392,000 | -12.9% | 4,233 | -11.7% | 0.27% | -16.0% |
| Q4 2014 | $450,000 | +4.2% | 4,796 | 0.0% | 0.32% | -1.5% |
| Q3 2014 | $432,000 | -0.2% | 4,796 | 0.0% | 0.33% | -0.9% |
| Q2 2014 | $433,000 | -1.8% | 4,796 | -5.6% | 0.33% | -5.7% |
| Q1 2014 | $441,000 | -1.1% | 5,079 | -2.6% | 0.35% | +0.3% |
| Q4 2013 | $446,000 | +1.1% | 5,217 | -7.4% | 0.35% | -10.0% |
| Q3 2013 | $441,000 | +3.3% | 5,631 | 0.0% | 0.39% | -5.3% |
| Q2 2013 | $427,000 | – | 5,631 | – | 0.41% | – |
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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% |