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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,904 | -0.4% | 38,901 | -4.8% | 1.14% | -6.1% |
| Q4 2022 | $5,929 | -99.9% | 40,869 | -1.5% | 1.21% | -0.6% |
| Q3 2022 | $5,330,000 | -6.3% | 41,471 | +0.2% | 1.22% | -11.6% |
| Q2 2022 | $5,687,000 | -7.3% | 41,370 | +4.9% | 1.38% | +3.7% |
| Q1 2022 | $6,138,000 | -0.0% | 39,420 | +0.6% | 1.33% | +2.3% |
| Q4 2021 | $6,140,000 | +10.1% | 39,199 | +2.2% | 1.30% | +1.0% |
| Q3 2021 | $5,579,000 | -5.7% | 38,363 | -4.3% | 1.29% | -15.4% |
| Q2 2021 | $5,916,000 | +73850.0% | 40,068 | +66680.0% | 1.52% | +76050.0% |
| Q1 2021 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | -86.5% | 60 | -87.5% | 0.00% | -88.9% |
| Q2 2020 | $52,000 | +13.0% | 480 | 0.0% | 0.02% | -5.3% |
| Q1 2020 | $46,000 | -99.0% | 480 | -98.6% | 0.02% | -98.7% |
| Q4 2019 | $4,554,000 | +18875.0% | 35,007 | +14670.9% | 1.51% | +9953.3% |
| Q4 2018 | $24,000 | -11.1% | 237 | 0.0% | 0.02% | +50.0% |
| Q3 2018 | $27,000 | +3.8% | 237 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $26,000 | 0.0% | 237 | 0.0% | 0.01% | -15.4% |
| Q1 2018 | $26,000 | -99.2% | 237 | -99.2% | 0.01% | -99.1% |
| Q4 2017 | $3,309,000 | +8.7% | 28,972 | +2.7% | 1.40% | +4.6% |
| Q3 2017 | $3,044,000 | +4.7% | 28,215 | +1.9% | 1.33% | +1.1% |
| Q2 2017 | $2,907,000 | +2.3% | 27,700 | +1.4% | 1.32% | -9.0% |
| Q1 2017 | $2,842,000 | +16.5% | 27,325 | +13.3% | 1.45% | +14.0% |
| Q4 2016 | $2,440,000 | -1.9% | 24,122 | -8.0% | 1.27% | -1.4% |
| Q3 2016 | $2,488,000 | +2.0% | 26,207 | -0.3% | 1.29% | +0.5% |
| Q2 2016 | $2,440,000 | +121900.0% | 26,295 | +131375.0% | 1.28% | +128300.0% |
| Q1 2015 | $2,000 | -99.9% | 20 | -99.9% | 0.00% | -99.9% |
| Q4 2014 | $2,185,000 | +6.4% | 23,297 | +2.2% | 1.21% | -13.9% |
| Q3 2014 | $2,053,000 | +1.1% | 22,803 | +1.4% | 1.40% | +4.1% |
| Q2 2014 | $2,030,000 | +7.0% | 22,492 | +3.0% | 1.35% | +3.2% |
| Q1 2014 | $1,898,000 | +7.7% | 21,841 | +5.8% | 1.30% | +9.6% |
| Q4 2013 | $1,763,000 | +9.8% | 20,634 | +0.7% | 1.19% | +19.7% |
| Q3 2013 | $1,605,000 | +5.4% | 20,498 | +2.0% | 0.99% | -11.2% |
| Q2 2013 | $1,523,000 | – | 20,102 | – | 1.12% | – |
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% |