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 | $8,174,070 | -4.5% | 53,134 | +0.1% | 1.80% | -1.0% |
| Q2 2023 | $8,555,253 | +6.1% | 53,076 | -0.1% | 1.82% | +1.0% |
| Q1 2023 | $8,061,592 | +5.1% | 53,121 | +0.4% | 1.80% | -0.3% |
| Q4 2022 | $7,671,828 | +14.2% | 52,884 | +1.2% | 1.80% | +7.4% |
| Q3 2022 | $6,717,000 | -8.3% | 52,267 | -1.9% | 1.68% | -4.4% |
| Q2 2022 | $7,321,000 | -11.3% | 53,256 | +0.4% | 1.76% | +1.6% |
| Q1 2022 | $8,258,000 | -0.1% | 53,029 | +0.4% | 1.73% | +6.3% |
| Q4 2021 | $8,270,000 | +7.1% | 52,796 | -0.6% | 1.63% | +2.6% |
| Q3 2021 | $7,723,000 | -4.9% | 53,105 | -3.4% | 1.58% | -5.6% |
| Q2 2021 | $8,118,000 | +0.2% | 54,986 | -4.1% | 1.68% | -4.3% |
| Q1 2021 | $8,101,000 | +10.1% | 57,358 | -0.2% | 1.75% | -2.0% |
| Q4 2020 | $7,360,000 | +14.1% | 57,489 | +0.2% | 1.79% | -5.0% |
| Q3 2020 | $6,450,000 | +3.9% | 57,362 | -0.0% | 1.88% | -3.9% |
| Q2 2020 | $6,207,000 | +13.6% | 57,365 | +1.1% | 1.96% | -4.9% |
| Q1 2020 | $5,463,000 | -27.3% | 56,760 | -1.8% | 2.06% | -9.4% |
| Q4 2019 | $7,518,000 | +2.0% | 57,792 | -6.6% | 2.28% | -10.0% |
| Q3 2019 | $7,370,000 | -9.1% | 61,858 | -11.0% | 2.53% | -12.2% |
| Q2 2019 | $8,104,000 | +1.7% | 69,519 | -1.6% | 2.88% | -0.4% |
| Q1 2019 | $7,965,000 | +11.7% | 70,649 | +0.2% | 2.89% | -1.4% |
| Q4 2018 | $7,132,000 | -12.2% | 70,515 | +0.6% | 2.93% | +6.5% |
| Q3 2018 | $8,121,000 | +4.6% | 70,102 | -0.6% | 2.75% | +1.4% |
| Q2 2018 | $7,766,000 | -0.4% | 70,518 | -1.1% | 2.71% | -2.9% |
| Q1 2018 | $7,800,000 | -4.0% | 71,338 | +0.3% | 2.79% | -4.6% |
| Q4 2017 | $8,129,000 | +4.6% | 71,159 | -1.2% | 2.93% | +0.5% |
| Q3 2017 | $7,773,000 | +1.4% | 72,034 | -1.4% | 2.91% | -1.7% |
| Q2 2017 | $7,665,000 | -1.0% | 73,031 | -1.9% | 2.96% | -3.3% |
| Q1 2017 | $7,742,000 | +0.5% | 74,416 | -2.1% | 3.06% | -3.2% |
| Q4 2016 | $7,706,000 | +7.3% | 76,009 | +0.5% | 3.16% | +6.0% |
| Q3 2016 | $7,182,000 | +1.1% | 75,632 | -1.1% | 2.98% | -3.1% |
| Q2 2016 | $7,103,000 | +2.4% | 76,462 | -0.9% | 3.08% | +0.1% |
| Q1 2016 | $6,938,000 | +2.8% | 77,147 | +1.2% | 3.08% | +0.5% |
| Q4 2015 | $6,748,000 | +6.6% | 76,228 | +1.2% | 3.06% | +3.3% |
| Q3 2015 | $6,331,000 | -8.5% | 75,346 | +0.4% | 2.97% | -4.9% |
| Q2 2015 | $6,920,000 | -0.1% | 75,049 | +0.2% | 3.12% | -2.9% |
| Q1 2015 | $6,929,000 | -0.5% | 74,864 | +0.8% | 3.21% | -8.4% |
| Q4 2014 | $6,963,000 | +4.0% | 74,256 | -0.1% | 3.51% | -1.9% |
| Q3 2014 | $6,696,000 | +0.2% | 74,346 | +0.5% | 3.58% | -0.9% |
| Q2 2014 | $6,680,000 | +3.4% | 73,994 | -0.5% | 3.61% | -2.9% |
| Q1 2014 | $6,461,000 | +1.5% | 74,349 | -0.1% | 3.71% | -4.2% |
| Q4 2013 | $6,363,000 | +8.5% | 74,457 | -0.5% | 3.88% | +1.5% |
| Q3 2013 | $5,863,000 | +2.3% | 74,859 | -1.0% | 3.82% | -3.0% |
| Q2 2013 | $5,729,000 | – | 75,605 | – | 3.94% | – |
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% |