ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. 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 | $11,538 | -30.5% | 75 | -27.2% | 0.00% | – |
| Q2 2023 | $16,603 | +45.9% | 103 | +37.3% | 0.00% | – |
| Q1 2023 | $11,382 | +4.6% | 75 | 0.0% | 0.00% | – |
| Q4 2022 | $10,880 | +8.8% | 75 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -9.1% | 75 | -2.6% | 0.00% | – |
| Q2 2022 | $11,000 | -31.2% | 77 | -26.7% | 0.00% | – |
| Q1 2022 | $16,000 | 0.0% | 105 | 0.0% | 0.00% | – |
| Q4 2021 | $16,000 | -11.1% | 105 | -16.0% | 0.00% | -100.0% |
| Q3 2021 | $18,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $18,000 | -41.9% | 125 | -54.5% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | -11.4% | 275 | -15.1% | 0.00% | -50.0% |
| Q2 2020 | $35,000 | +25.0% | 324 | +12.9% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -87.4% | 287 | -83.3% | 0.00% | -80.0% |
| Q4 2019 | $223,000 | -99.5% | 1,716 | -99.6% | 0.01% | -99.6% |
| Q3 2019 | $48,168,000 | -11.9% | 404,296 | -13.8% | 2.36% | -16.0% |
| Q2 2019 | $54,688,000 | +28.0% | 469,144 | +23.8% | 2.81% | +1.6% |
| Q1 2019 | $42,739,000 | +534137.5% | 379,092 | +485915.4% | 2.76% | – |
| Q4 2018 | $8,000 | +14.3% | 78 | +56.0% | 0.00% | – |
| Q3 2018 | $7,000 | +133.3% | 50 | +66.7% | 0.00% | – |
| Q2 2018 | $3,000 | -62.5% | 30 | -61.0% | 0.00% | – |
| Q1 2018 | $8,000 | +14.3% | 77 | +30.5% | 0.00% | – |
| Q4 2017 | $7,000 | +133.3% | 59 | +96.7% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | -91.2% | 30 | -92.1% | 0.00% | -100.0% |
| Q4 2015 | $34,000 | -17.1% | 380 | -21.0% | 0.01% | -54.5% |
| Q4 2013 | $41,000 | +7.9% | 481 | 0.0% | 0.01% | -8.3% |
| Q3 2013 | $38,000 | +5.6% | 481 | 0.0% | 0.01% | -14.3% |
| Q2 2013 | $36,000 | – | 481 | – | 0.01% | – |
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% |