ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,180,260 | -2.9% | 7,672 | +1.7% | 0.12% | 0.0% |
| Q2 2023 | $1,215,695 | +15.3% | 7,542 | +8.6% | 0.12% | +6.4% |
| Q1 2023 | $1,054,277 | +103361.9% | 6,947 | -1.1% | 0.11% | -6.8% |
| Q4 2022 | $1,019 | -99.9% | 7,025 | +1.4% | 0.12% | +9.3% |
| Q3 2022 | $890,000 | -2.8% | 6,926 | +3.9% | 0.11% | +5.9% |
| Q2 2022 | $916,000 | -14.0% | 6,665 | -2.6% | 0.10% | -1.9% |
| Q1 2022 | $1,065,000 | +1.6% | 6,840 | +2.2% | 0.10% | +3.0% |
| Q4 2021 | $1,048,000 | +9.9% | 6,694 | +2.1% | 0.10% | +1.0% |
| Q3 2021 | $954,000 | +3.5% | 6,558 | +5.0% | 0.10% | +1.0% |
| Q2 2021 | $922,000 | +10.8% | 6,246 | -27.7% | 0.10% | -36.8% |
| Q1 2021 | $832,000 | +9.3% | 8,641 | +45.3% | 0.16% | +55.0% |
| Q4 2020 | $761,000 | +0.4% | 5,946 | -11.8% | 0.10% | -12.3% |
| Q3 2020 | $758,000 | -6.3% | 6,745 | -9.8% | 0.11% | -9.5% |
| Q2 2020 | $809,000 | -63.2% | 7,476 | -59.5% | 0.13% | -31.1% |
| Q1 2020 | $2,196,000 | +88.3% | 18,440 | +105.7% | 0.18% | +1.7% |
| Q4 2019 | $1,166,000 | +6.2% | 8,965 | -2.8% | 0.18% | -1.6% |
| Q3 2019 | $1,098,000 | +12.8% | 9,220 | +10.5% | 0.18% | +8.3% |
| Q2 2019 | $973,000 | +2.4% | 8,343 | -1.0% | 0.17% | -3.4% |
| Q1 2019 | $950,000 | +4.6% | 8,429 | -6.1% | 0.18% | -5.9% |
| Q4 2018 | $908,000 | -21.5% | 8,973 | -10.1% | 0.19% | +0.5% |
| Q3 2018 | $1,156,000 | +3.3% | 9,983 | -1.8% | 0.18% | -4.1% |
| Q2 2018 | $1,119,000 | +3.1% | 10,163 | +2.4% | 0.19% | 0.0% |
| Q1 2018 | $1,085,000 | -5.5% | 9,923 | -1.2% | 0.19% | -10.2% |
| Q4 2017 | $1,148,000 | -4.9% | 10,048 | -10.2% | 0.22% | +7.5% |
| Q3 2017 | $1,207,000 | +2.8% | 11,186 | -0.0% | 0.20% | -7.0% |
| Q2 2017 | $1,174,000 | -8.1% | 11,188 | -8.8% | 0.22% | -15.4% |
| Q1 2017 | $1,277,000 | +2.2% | 12,272 | -6.7% | 0.25% | -65.3% |
| Q3 2016 | $1,249,000 | +0.9% | 13,149 | -1.3% | 0.73% | +124.2% |
| Q2 2016 | $1,238,000 | +2.1% | 13,321 | -1.2% | 0.33% | -10.9% |
| Q1 2016 | $1,212,000 | -4.1% | 13,480 | -5.6% | 0.37% | -18.3% |
| Q4 2015 | $1,264,000 | +0.6% | 14,274 | -4.5% | 0.45% | -2.2% |
| Q3 2015 | $1,256,000 | -9.4% | 14,949 | -0.6% | 0.46% | -4.4% |
| Q2 2015 | $1,386,000 | -2.3% | 15,034 | -1.9% | 0.48% | -1.4% |
| Q1 2015 | $1,419,000 | -2.7% | 15,328 | -1.4% | 0.49% | -6.7% |
| Q4 2014 | $1,458,000 | +6.8% | 15,546 | +2.5% | 0.52% | -0.2% |
| Q3 2014 | $1,365,000 | -1.2% | 15,161 | -1.0% | 0.52% | +3.4% |
| Q2 2014 | $1,382,000 | +0.8% | 15,307 | -3.0% | 0.50% | -10.5% |
| Q1 2014 | $1,371,000 | +25.7% | 15,773 | +23.6% | 0.56% | +17.5% |
| Q4 2013 | $1,091,000 | +8.1% | 12,763 | -1.0% | 0.48% | -8.6% |
| Q3 2013 | $1,009,000 | +50.4% | 12,887 | +45.5% | 0.52% | +19.0% |
| Q2 2013 | $671,000 | – | 8,857 | – | 0.44% | – |
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% |