ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,207 | -4.6% | 287 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $46,319 | +6.2% | 287 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $43,610 | +4.6% | 287 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $41,687 | +4.2% | 287 | -7.7% | 0.01% | 0.0% |
| Q3 2022 | $40,000 | +2.6% | 311 | +8.4% | 0.01% | 0.0% |
| Q2 2022 | $39,000 | -13.3% | 287 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $45,000 | 0.0% | 287 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $45,000 | +7.1% | 287 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $42,000 | 0.0% | 287 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +2.4% | 287 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $41,000 | -37.9% | 287 | -44.5% | 0.01% | -45.5% |
| Q4 2020 | $66,000 | +106.2% | 517 | +80.1% | 0.01% | +83.3% |
| Q3 2020 | $32,000 | +14.3% | 287 | +11.7% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +12.0% | 257 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $25,000 | -24.2% | 257 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $33,000 | +6.5% | 257 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | +3.3% | 257 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $30,000 | +3.4% | 257 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $29,000 | 0.0% | 257 | -10.8% | 0.01% | -14.3% |
| Q4 2018 | $29,000 | -40.8% | 288 | -31.4% | 0.01% | -68.2% |
| Q3 2018 | $49,000 | -23.4% | 420 | -27.8% | 0.02% | +57.1% |
| Q2 2018 | $64,000 | 0.0% | 582 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $64,000 | -3.0% | 582 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $66,000 | +4.8% | 582 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $63,000 | -10.0% | 582 | -12.7% | 0.01% | -12.5% |
| Q2 2017 | $70,000 | -7.9% | 667 | -8.6% | 0.02% | -11.1% |
| Q1 2017 | $76,000 | 0.0% | 730 | -2.4% | 0.02% | 0.0% |
| Q4 2016 | $76,000 | +850.0% | 748 | +740.4% | 0.02% | +1700.0% |
| Q3 2016 | $8,000 | -89.3% | 89 | -88.9% | 0.00% | -95.2% |
| Q2 2016 | $75,000 | +4.2% | 804 | 0.0% | 0.02% | -19.2% |
| Q1 2016 | $72,000 | +1.4% | 804 | 0.0% | 0.03% | -3.7% |
| Q4 2015 | $71,000 | +4.4% | 804 | 0.0% | 0.03% | -6.9% |
| Q3 2015 | $68,000 | -26.9% | 804 | -20.6% | 0.03% | -17.1% |
| Q2 2015 | $93,000 | -1.1% | 1,013 | 0.0% | 0.04% | -2.8% |
| Q1 2015 | $94,000 | -1.1% | 1,013 | 0.0% | 0.04% | -5.3% |
| Q4 2014 | $95,000 | +4.4% | 1,013 | 0.0% | 0.04% | -7.3% |
| Q3 2014 | $91,000 | 0.0% | 1,013 | 0.0% | 0.04% | -6.8% |
| Q2 2014 | $91,000 | +3.4% | 1,013 | 0.0% | 0.04% | -4.3% |
| Q1 2014 | $88,000 | +1.1% | 1,013 | 0.0% | 0.05% | -4.2% |
| Q4 2013 | $87,000 | +10.1% | 1,013 | 0.0% | 0.05% | -2.0% |
| Q3 2013 | $79,000 | +2.6% | 1,013 | 0.0% | 0.05% | -7.5% |
| Q2 2013 | $77,000 | – | 1,013 | – | 0.05% | – |
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% |