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 | $32,768 | -4.6% | 213 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $34,333 | +6.2% | 213 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $32,325 | +4.6% | 213 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $30,900 | +14.4% | 213 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $27,000 | -6.9% | 213 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $29,000 | -12.1% | 213 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $33,000 | 0.0% | 213 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $33,000 | +6.5% | 213 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 213 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $31,000 | +3.3% | 213 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $30,000 | +11.1% | 213 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $27,000 | +12.5% | 213 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 213 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | +9.5% | 213 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $21,000 | -25.0% | 213 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $28,000 | +12.0% | 213 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 213 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 213 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | +9.1% | 213 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $22,000 | -12.0% | 213 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $25,000 | +8.7% | 213 | +0.5% | 0.01% | +12.5% |
| Q2 2018 | $23,000 | 0.0% | 212 | 0.0% | 0.01% | +14.3% |
| Q1 2018 | $23,000 | -4.2% | 212 | +0.5% | 0.01% | -12.5% |
| Q4 2017 | $24,000 | -46.7% | 211 | -49.9% | 0.01% | -46.7% |
| Q3 2017 | $45,000 | +104.5% | 421 | +102.4% | 0.02% | +87.5% |
| Q2 2017 | $22,000 | 0.0% | 208 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $22,000 | +4.8% | 208 | +0.5% | 0.01% | 0.0% |
| Q4 2016 | $21,000 | +5.0% | 207 | +0.5% | 0.01% | 0.0% |
| Q3 2016 | $20,000 | +5.3% | 206 | +0.5% | 0.01% | 0.0% |
| Q2 2016 | $19,000 | +5.6% | 205 | +0.5% | 0.01% | -10.0% |
| Q1 2016 | $18,000 | -93.9% | 204 | -93.9% | 0.01% | -94.1% |
| Q4 2015 | $296,000 | +996.3% | 3,347 | +949.2% | 0.17% | +900.0% |
| Q3 2015 | $27,000 | -6.9% | 319 | 0.0% | 0.02% | -5.6% |
| Q2 2015 | $29,000 | 0.0% | 319 | +0.3% | 0.02% | 0.0% |
| Q1 2015 | $29,000 | -3.3% | 318 | +0.3% | 0.02% | -14.3% |
| Q4 2014 | $30,000 | +3.4% | 317 | +0.3% | 0.02% | -4.5% |
| Q3 2014 | $29,000 | +3.6% | 316 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $28,000 | +64.7% | 316 | +60.4% | 0.02% | +57.1% |
| Q1 2014 | $17,000 | 0.0% | 197 | +0.5% | 0.01% | 0.0% |
| Q4 2013 | $17,000 | -45.2% | 196 | -49.7% | 0.01% | -53.3% |
| Q3 2013 | $31,000 | – | 390 | – | 0.03% | – |
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% |