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 | $34,298 | +4.6% | 226 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $32,786 | +13.1% | 226 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $29,000 | -6.5% | 226 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $31,000 | -22.5% | 226 | -12.7% | 0.01% | -16.7% |
| Q1 2022 | $40,000 | -11.1% | 259 | -10.4% | 0.01% | -14.3% |
| Q4 2021 | $45,000 | +7.1% | 289 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $42,000 | -2.3% | 289 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $43,000 | +4.9% | 289 | 0.0% | 0.01% | -58.8% |
| Q1 2021 | $41,000 | +10.8% | 289 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $37,000 | +15.6% | 289 | 0.0% | 0.02% | +30.8% |
| Q3 2020 | $32,000 | +3.2% | 289 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +10.7% | 289 | 0.0% | 0.01% | -7.1% |
| Q1 2020 | $28,000 | -55.6% | 289 | -40.2% | 0.01% | -41.7% |
| Q4 2019 | $63,000 | +8.6% | 483 | 0.0% | 0.02% | -7.7% |
| Q3 2019 | $58,000 | +18.4% | 483 | +14.2% | 0.03% | +18.2% |
| Q2 2019 | $49,000 | +2.1% | 423 | 0.0% | 0.02% | +4.8% |
| Q1 2019 | $48,000 | +11.6% | 423 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $43,000 | -34.8% | 423 | -25.8% | 0.02% | -25.0% |
| Q3 2018 | $66,000 | +200.0% | 570 | +190.8% | 0.03% | +180.0% |
| Q2 2018 | $22,000 | -18.5% | 196 | -21.3% | 0.01% | -23.1% |
| Q1 2018 | $27,000 | -3.6% | 249 | 0.0% | 0.01% | +8.3% |
| Q4 2017 | $28,000 | +3.7% | 249 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $27,000 | +3.8% | 249 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $26,000 | -25.7% | 249 | -25.9% | 0.01% | -27.8% |
| Q1 2017 | $35,000 | -71.8% | 336 | -72.6% | 0.02% | -72.3% |
| Q4 2016 | $124,000 | +287.5% | 1,228 | +265.5% | 0.06% | +282.4% |
| Q3 2016 | $32,000 | +3.2% | 336 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $31,000 | +3.3% | 336 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $30,000 | 0.0% | 336 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $30,000 | +7.1% | 336 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $28,000 | -74.5% | 336 | -71.9% | 0.02% | -73.0% |
| Q2 2015 | $110,000 | +511.1% | 1,196 | +510.2% | 0.06% | +472.7% |
| Q1 2015 | $18,000 | 0.0% | 196 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $18,000 | 0.0% | 196 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $18,000 | -10.0% | 196 | -9.7% | 0.01% | -8.3% |
| Q2 2014 | $20,000 | +5.3% | 217 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $19,000 | 0.0% | 217 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $19,000 | +375.0% | 217 | +361.7% | 0.01% | +300.0% |
| Q3 2013 | $4,000 | -63.6% | 47 | -68.7% | 0.00% | -62.5% |
| Q2 2013 | $11,000 | -38.9% | 150 | -38.0% | 0.01% | -60.0% |
| Q1 2013 | $18,000 | +12.5% | 242 | 0.0% | 0.02% | +5.3% |
| Q4 2012 | $16,000 | – | 242 | – | 0.02% | – |
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% |