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 | $7,926,703 | -5.2% | 51,526 | -0.6% | 0.11% | -5.9% |
| Q2 2023 | $8,358,447 | +17.7% | 51,855 | +5.9% | 0.12% | -7.8% |
| Q1 2023 | $7,101,551 | 0.0% | 48,953 | 0.0% | 0.13% | 0.0% |
| Q4 2022 | $7,101,551 | +9.9% | 48,953 | -2.7% | 0.13% | -2.3% |
| Q3 2022 | $6,463,000 | -2.7% | 50,291 | +4.1% | 0.13% | +0.8% |
| Q2 2022 | $6,641,000 | +5.7% | 48,316 | +19.8% | 0.13% | +5.6% |
| Q1 2022 | $6,282,000 | +0.2% | 40,339 | +0.8% | 0.12% | +2.5% |
| Q4 2021 | $6,270,000 | +5.6% | 40,029 | -1.9% | 0.12% | -0.8% |
| Q3 2021 | $5,937,000 | +4.3% | 40,824 | +5.9% | 0.12% | -10.9% |
| Q2 2021 | $5,693,000 | +5.0% | 38,561 | +0.5% | 0.14% | -48.7% |
| Q1 2021 | $5,420,000 | -1.9% | 38,372 | -11.1% | 0.27% | -7.9% |
| Q4 2020 | $5,526,000 | +14.7% | 43,164 | +0.8% | 0.29% | -21.4% |
| Q3 2020 | $4,817,000 | +2.9% | 42,839 | -1.0% | 0.37% | -17.1% |
| Q2 2020 | $4,683,000 | +11.2% | 43,280 | -1.0% | 0.44% | +9.6% |
| Q1 2020 | $4,210,000 | -27.4% | 43,738 | -1.8% | 0.41% | -27.0% |
| Q4 2019 | $5,795,000 | +19.1% | 44,548 | +9.1% | 0.56% | +5.5% |
| Q3 2019 | $4,865,000 | -0.6% | 40,833 | -2.8% | 0.53% | -0.9% |
| Q2 2019 | $4,896,000 | -39.9% | 42,004 | -41.9% | 0.53% | -48.2% |
| Q1 2019 | $8,147,000 | +306.9% | 72,262 | +265.0% | 1.03% | +235.6% |
| Q4 2018 | $2,002,000 | +14.1% | 19,798 | +30.7% | 0.31% | +13.8% |
| Q3 2018 | $1,754,000 | -4.4% | 15,143 | -9.1% | 0.27% | -9.4% |
| Q2 2018 | $1,835,000 | +8.8% | 16,662 | +8.0% | 0.30% | -9.5% |
| Q1 2018 | $1,687,000 | +81.2% | 15,428 | +89.3% | 0.33% | +69.1% |
| Q4 2017 | $931,000 | +17.8% | 8,148 | +11.3% | 0.19% | +3.2% |
| Q3 2017 | $790,000 | +31.0% | 7,321 | +27.4% | 0.19% | +32.4% |
| Q2 2017 | $603,000 | +11.3% | 5,748 | +10.3% | 0.14% | -10.1% |
| Q1 2017 | $542,000 | -3.9% | 5,211 | -6.4% | 0.16% | -13.2% |
| Q4 2016 | $564,000 | +25.3% | 5,567 | +17.5% | 0.18% | +19.7% |
| Q3 2016 | $450,000 | +2.0% | 4,738 | -0.3% | 0.15% | +1.3% |
| Q2 2016 | $441,000 | +0.7% | 4,750 | -2.5% | 0.15% | +3.4% |
| Q1 2016 | $438,000 | -24.0% | 4,874 | -25.1% | 0.14% | -24.9% |
| Q4 2015 | $576,000 | +16.8% | 6,510 | +10.9% | 0.19% | +10.9% |
| Q3 2015 | $493,000 | -10.0% | 5,870 | -1.2% | 0.17% | -3.3% |
| Q2 2015 | $548,000 | +11.4% | 5,940 | +11.7% | 0.18% | -2.7% |
| Q1 2015 | $492,000 | +4.0% | 5,317 | +5.3% | 0.18% | +1.1% |
| Q4 2014 | $473,000 | +4.0% | 5,049 | 0.0% | 0.18% | -2.7% |
| Q3 2014 | $455,000 | -1.9% | 5,049 | -1.7% | 0.19% | -6.9% |
| Q2 2014 | $464,000 | -1.9% | 5,136 | -5.6% | 0.20% | -7.8% |
| Q1 2014 | $473,000 | -11.6% | 5,439 | -13.1% | 0.22% | -13.1% |
| Q4 2013 | $535,000 | +24.1% | 6,261 | +13.8% | 0.25% | +10.5% |
| Q3 2013 | $431,000 | -3.1% | 5,502 | -6.4% | 0.23% | -9.2% |
| Q2 2013 | $445,000 | – | 5,879 | – | 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% |