ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,141,014 | -5.7% | 33,418 | -1.1% | 0.77% | -5.3% |
| Q2 2023 | $5,449,016 | +4.1% | 33,805 | -2.0% | 0.81% | -3.0% |
| Q1 2023 | $5,233,129 | +3.6% | 34,483 | -1.0% | 0.83% | -5.8% |
| Q4 2022 | $5,053,213 | +10.7% | 34,833 | -1.9% | 0.88% | -0.2% |
| Q3 2022 | $4,564,000 | -6.9% | 35,510 | -0.4% | 0.89% | -7.8% |
| Q2 2022 | $4,903,000 | -13.5% | 35,667 | -2.0% | 0.96% | -8.4% |
| Q1 2022 | $5,668,000 | -1.3% | 36,398 | -0.7% | 1.05% | -2.3% |
| Q4 2021 | $5,742,000 | +27.9% | 36,658 | +18.7% | 1.08% | +18.5% |
| Q3 2021 | $4,491,000 | -3.1% | 30,880 | -1.7% | 0.91% | -5.2% |
| Q2 2021 | $4,637,000 | +2.6% | 31,405 | -1.9% | 0.96% | -3.6% |
| Q1 2021 | $4,520,000 | +2.2% | 32,000 | -7.4% | 0.99% | -1.6% |
| Q4 2020 | $4,424,000 | +4.2% | 34,558 | -8.5% | 1.01% | -2.6% |
| Q3 2020 | $4,246,000 | -1.3% | 37,758 | -5.0% | 1.04% | -6.8% |
| Q2 2020 | $4,302,000 | -0.1% | 39,758 | -11.2% | 1.11% | -11.0% |
| Q1 2020 | $4,307,000 | -37.0% | 44,748 | -14.8% | 1.25% | -22.4% |
| Q4 2019 | $6,832,000 | +3.4% | 52,517 | -5.3% | 1.61% | -5.6% |
| Q3 2019 | $6,607,000 | -6.7% | 55,456 | -8.7% | 1.70% | -4.7% |
| Q2 2019 | $7,078,000 | -2.3% | 60,718 | -5.6% | 1.79% | -5.6% |
| Q1 2019 | $7,248,000 | +0.0% | 64,287 | -10.3% | 1.90% | -3.3% |
| Q4 2018 | $7,247,000 | -23.0% | 71,658 | -11.8% | 1.96% | -20.7% |
| Q3 2018 | $9,415,000 | +4.9% | 81,280 | -0.2% | 2.47% | +0.4% |
| Q2 2018 | $8,972,000 | -1.1% | 81,464 | -1.8% | 2.46% | -1.8% |
| Q1 2018 | $9,070,000 | +7.6% | 82,956 | +12.4% | 2.51% | +3.8% |
| Q4 2017 | $8,428,000 | +18.4% | 73,776 | +11.8% | 2.42% | +11.7% |
| Q3 2017 | $7,121,000 | +14.5% | 65,992 | +11.4% | 2.16% | +7.7% |
| Q2 2017 | $6,220,000 | +8.9% | 59,261 | +8.0% | 2.01% | +7.5% |
| Q1 2017 | $5,710,000 | +22.6% | 54,886 | +19.5% | 1.87% | +16.6% |
| Q4 2016 | $4,657,000 | +0.1% | 45,937 | -6.3% | 1.60% | +1.6% |
| Q3 2016 | $4,654,000 | +23.8% | 49,010 | +21.1% | 1.58% | +20.5% |
| Q2 2016 | $3,760,000 | +75.3% | 40,475 | +69.7% | 1.31% | +69.9% |
| Q1 2016 | $2,145,000 | +17.9% | 23,850 | +16.1% | 0.77% | +18.4% |
| Q4 2015 | $1,819,000 | -2.2% | 20,550 | -7.2% | 0.65% | -7.9% |
| Q3 2015 | $1,860,000 | +4669.2% | 22,140 | +5109.4% | 0.71% | +4613.3% |
| Q2 2015 | $39,000 | +1850.0% | 425 | +1600.0% | 0.02% | +1400.0% |
| Q1 2015 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,000 | -50.0% | 25 | -50.0% | 0.00% | 0.0% |
| Q4 2013 | $4,000 | +100.0% | 50 | +100.0% | 0.00% | 0.0% |
| Q3 2013 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $2,000 | – | 25 | – | 0.00% | – |
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% |