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 | $11,218,931 | -12.8% | 72,926 | -8.7% | 0.76% | -9.8% |
| Q2 2023 | $12,869,917 | -3.5% | 79,843 | -9.1% | 0.84% | -9.5% |
| Q1 2023 | $13,331,165 | -2.2% | 87,844 | -6.6% | 0.93% | -33.0% |
| Q4 2022 | $13,636,927 | +3.7% | 94,002 | -8.1% | 1.39% | +21.0% |
| Q3 2022 | $13,145,000 | -14.4% | 102,278 | -8.4% | 1.14% | -10.7% |
| Q2 2022 | $15,352,000 | -34.7% | 111,683 | -26.0% | 1.28% | -28.6% |
| Q1 2022 | $23,516,000 | -14.1% | 151,016 | -13.6% | 1.80% | -7.5% |
| Q4 2021 | $27,364,000 | +5.4% | 174,705 | -2.2% | 1.94% | -21.9% |
| Q3 2021 | $25,967,000 | -11.4% | 178,567 | -10.0% | 2.48% | -31.7% |
| Q2 2021 | $29,298,000 | +0.1% | 198,445 | -4.2% | 3.63% | -9.4% |
| Q1 2021 | $29,255,000 | +10.9% | 207,127 | +0.5% | 4.01% | -0.3% |
| Q4 2020 | $26,379,000 | +3.6% | 206,054 | -9.0% | 4.02% | -13.9% |
| Q3 2020 | $25,474,000 | +0.8% | 226,534 | -3.0% | 4.68% | -0.0% |
| Q2 2020 | $25,280,000 | +8.1% | 233,624 | -3.9% | 4.68% | -4.4% |
| Q1 2020 | $23,396,000 | -29.4% | 243,076 | -4.6% | 4.89% | -15.2% |
| Q4 2019 | $33,143,000 | -0.4% | 254,771 | -8.8% | 5.77% | -5.2% |
| Q3 2019 | $33,284,000 | -9.9% | 279,369 | -11.9% | 6.08% | -5.7% |
| Q2 2019 | $36,953,000 | -1.7% | 317,007 | -4.9% | 6.45% | -1.8% |
| Q1 2019 | $37,592,000 | +7.4% | 333,437 | -3.6% | 6.57% | +0.9% |
| Q4 2018 | $34,990,000 | -15.6% | 345,954 | -3.3% | 6.51% | -8.2% |
| Q3 2018 | $41,443,000 | +2.4% | 357,765 | -2.7% | 7.10% | +3.1% |
| Q2 2018 | $40,478,000 | +0.9% | 367,552 | +0.1% | 6.88% | +1.7% |
| Q1 2018 | $40,130,000 | -4.6% | 367,018 | -0.4% | 6.77% | -3.5% |
| Q4 2017 | $42,080,000 | +5.0% | 368,347 | -0.8% | 7.01% | +1.8% |
| Q3 2017 | $40,063,000 | +1.7% | 371,259 | -1.1% | 6.88% | +18.8% |
| Q2 2017 | $39,387,000 | -1.0% | 375,260 | -1.8% | 5.80% | +4.2% |
| Q1 2017 | $39,777,000 | -1.2% | 382,321 | -3.7% | 5.56% | -3.4% |
| Q4 2016 | $40,248,000 | +2.3% | 397,001 | -4.2% | 5.76% | -0.4% |
| Q3 2016 | $39,340,000 | -0.2% | 414,282 | -2.3% | 5.78% | -7.6% |
| Q2 2016 | $39,404,000 | +1.5% | 424,150 | -1.7% | 6.26% | -10.3% |
| Q1 2016 | $38,822,000 | -0.6% | 431,694 | -2.1% | 6.98% | -18.0% |
| Q4 2015 | $39,043,000 | +5.3% | 441,011 | -0.0% | 8.52% | +2.8% |
| Q3 2015 | $37,065,000 | -9.5% | 441,093 | -0.7% | 8.29% | -3.1% |
| Q2 2015 | $40,971,000 | -0.3% | 444,324 | +0.1% | 8.55% | -2.2% |
| Q1 2015 | $41,089,000 | +1.6% | 443,922 | +2.9% | 8.75% | -5.5% |
| Q4 2014 | $40,449,000 | +1.1% | 431,367 | -2.9% | 9.25% | +0.0% |
| Q3 2014 | $40,010,000 | -1.3% | 444,205 | -1.1% | 9.25% | +0.1% |
| Q2 2014 | $40,536,000 | -0.4% | 449,006 | -4.1% | 9.24% | -5.9% |
| Q1 2014 | $40,700,000 | +5.0% | 468,355 | +3.2% | 9.82% | +4.7% |
| Q4 2013 | $38,769,000 | +10.7% | 453,651 | +1.5% | 9.38% | +4.5% |
| Q3 2013 | $35,006,000 | +5.3% | 446,967 | +1.8% | 8.98% | -3.3% |
| Q2 2013 | $33,256,000 | – | 438,911 | – | 9.28% | – |
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% |