ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,725,233 | -10.7% | 43,716 | -6.4% | 0.87% | -7.5% |
| Q2 2023 | $7,531,726 | +2051.0% | 46,726 | +850.9% | 0.94% | +1941.3% |
| Q1 2023 | $350,150 | -94.9% | 4,914 | -89.5% | 0.05% | -95.2% |
| Q4 2022 | $6,811,694 | +17.2% | 46,955 | +3.8% | 0.95% | +6.3% |
| Q3 2022 | $5,813,000 | -4.3% | 45,227 | +2.4% | 0.89% | +0.9% |
| Q2 2022 | $6,072,000 | -8.2% | 44,172 | +4.0% | 0.88% | +5.2% |
| Q1 2022 | $6,616,000 | +0.7% | 42,487 | +1.3% | 0.84% | +7.5% |
| Q4 2021 | $6,569,000 | +9.9% | 41,940 | +2.1% | 0.78% | +1.4% |
| Q3 2021 | $5,976,000 | +2.2% | 41,094 | +3.8% | 0.77% | -1.0% |
| Q2 2021 | $5,846,000 | +9.5% | 39,594 | +4.7% | 0.78% | +0.6% |
| Q1 2021 | $5,340,000 | +12.2% | 37,808 | +1.7% | 0.77% | +3.5% |
| Q4 2020 | $4,760,000 | +12.0% | 37,179 | -1.6% | 0.75% | -4.3% |
| Q3 2020 | $4,250,000 | +0.7% | 37,796 | -3.1% | 0.78% | -5.9% |
| Q2 2020 | $4,219,000 | +3.9% | 38,988 | -7.6% | 0.83% | -17.6% |
| Q1 2020 | $4,062,000 | -25.7% | 42,207 | +0.5% | 1.01% | -5.0% |
| Q4 2019 | $5,464,000 | +57.4% | 42,004 | +44.2% | 1.06% | +39.6% |
| Q3 2019 | $3,471,000 | +7.9% | 29,131 | +5.5% | 0.76% | +2.8% |
| Q2 2019 | $3,218,000 | +13.8% | 27,608 | +10.0% | 0.74% | +11.1% |
| Q1 2019 | $2,829,000 | +67.0% | 25,091 | +49.8% | 0.66% | +43.9% |
| Q4 2018 | $1,694,000 | -4.6% | 16,748 | +9.3% | 0.46% | +10.5% |
| Q3 2018 | $1,775,000 | +18.2% | 15,326 | +12.3% | 0.42% | +5.3% |
| Q2 2018 | $1,502,000 | +18.6% | 13,643 | +17.8% | 0.40% | +6.4% |
| Q1 2018 | $1,266,000 | +13.7% | 11,581 | +18.9% | 0.37% | +25.2% |
| Q4 2017 | $1,113,000 | +151.8% | 9,741 | +137.9% | 0.30% | +18.7% |
| Q3 2017 | $442,000 | – | 4,095 | – | 0.25% | – |
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% |