ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,558,677 | -6.4% | 75,134 | -1.9% | 0.22% | -2.7% |
| Q2 2023 | $12,342,868 | +21.7% | 76,573 | +14.6% | 0.22% | -43.0% |
| Q1 2023 | $10,138,048 | +3.5% | 66,803 | -1.1% | 0.39% | -1.3% |
| Q4 2022 | $9,794,760 | +12.2% | 67,517 | -0.6% | 0.40% | -10.0% |
| Q3 2022 | $8,727,000 | -6.7% | 67,901 | -0.2% | 0.44% | -0.9% |
| Q2 2022 | $9,354,000 | -12.1% | 68,051 | -0.5% | 0.45% | -5.3% |
| Q1 2022 | $10,645,000 | +13.8% | 68,361 | +14.5% | 0.47% | +31.9% |
| Q4 2021 | $9,354,000 | +8.8% | 59,715 | +1.0% | 0.36% | -19.0% |
| Q3 2021 | $8,596,000 | -51.7% | 59,114 | -50.9% | 0.44% | -54.0% |
| Q2 2021 | $17,779,000 | +4.1% | 120,419 | -0.4% | 0.96% | -13.6% |
| Q1 2021 | $17,071,000 | +6.4% | 120,863 | -3.6% | 1.11% | -12.8% |
| Q4 2020 | $16,047,000 | +7804.9% | 125,354 | +6844.8% | 1.27% | +4143.3% |
| Q3 2020 | $203,000 | -13.6% | 1,805 | 0.0% | 0.03% | -18.9% |
| Q4 2019 | $235,000 | +9.3% | 1,805 | 0.0% | 0.04% | +2.8% |
| Q3 2019 | $215,000 | -13.7% | 1,805 | -15.5% | 0.04% | -20.0% |
| Q2 2019 | $249,000 | +3.3% | 2,135 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $241,000 | +11.6% | 2,135 | 0.0% | 0.04% | +4.7% |
| Q4 2018 | $216,000 | -12.6% | 2,135 | 0.0% | 0.04% | -14.0% |
| Q3 2018 | $247,000 | +20.5% | 2,135 | +15.0% | 0.05% | +16.3% |
| Q2 2018 | $205,000 | -31.4% | 1,857 | -32.0% | 0.04% | -30.6% |
| Q1 2018 | $299,000 | +5.7% | 2,731 | +10.1% | 0.06% | +1.6% |
| Q4 2017 | $283,000 | +5.6% | 2,481 | +0.0% | 0.06% | +1.7% |
| Q3 2017 | $268,000 | +3.1% | 2,480 | 0.0% | 0.06% | -4.8% |
| Q2 2017 | $260,000 | +0.8% | 2,480 | 0.0% | 0.06% | -3.1% |
| Q1 2017 | $258,000 | +2.8% | 2,480 | +0.0% | 0.06% | -23.5% |
| Q4 2016 | $251,000 | +19.5% | 2,479 | +12.2% | 0.08% | +21.4% |
| Q3 2016 | $210,000 | +2.4% | 2,209 | 0.0% | 0.07% | -2.8% |
| Q2 2016 | $205,000 | +0.5% | 2,209 | +0.0% | 0.07% | -10.0% |
| Q2 2015 | $204,000 | 0.0% | 2,208 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $204,000 | -1.4% | 2,208 | 0.0% | 0.08% | 0.0% |
| Q4 2014 | $207,000 | +3.0% | 2,208 | -4.3% | 0.08% | 0.0% |
| Q1 2014 | $201,000 | -5.6% | 2,308 | -18.0% | 0.08% | -26.6% |
| Q2 2013 | $213,000 | – | 2,813 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |