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 | $434,517 | -21.1% | 2,824 | -17.4% | 0.02% | -23.3% |
| Q2 2023 | $550,786 | +6.2% | 3,417 | 0.0% | 0.03% | +3.4% |
| Q1 2023 | $518,564 | +4.6% | 3,417 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $495,704 | -2.8% | 3,417 | -13.9% | 0.03% | -14.7% |
| Q3 2022 | $510,000 | +3.4% | 3,968 | +10.5% | 0.03% | +9.7% |
| Q2 2022 | $493,000 | -15.9% | 3,590 | -4.5% | 0.03% | -18.4% |
| Q1 2022 | $586,000 | -0.5% | 3,760 | 0.0% | 0.04% | +2.7% |
| Q4 2021 | $589,000 | +7.7% | 3,760 | 0.0% | 0.04% | -2.6% |
| Q3 2021 | $547,000 | -15.2% | 3,760 | -13.9% | 0.04% | -25.5% |
| Q2 2021 | $645,000 | +4.5% | 4,369 | 0.0% | 0.05% | -62.5% |
| Q1 2021 | $617,000 | +10.4% | 4,369 | +0.1% | 0.14% | -1.4% |
| Q4 2020 | $559,000 | +63.0% | 4,364 | +43.1% | 0.14% | +32.7% |
| Q3 2020 | $343,000 | -15.9% | 3,050 | -19.1% | 0.10% | -15.4% |
| Q2 2020 | $408,000 | +3.6% | 3,771 | -7.8% | 0.12% | -19.1% |
| Q1 2020 | $394,000 | -46.6% | 4,089 | -27.9% | 0.15% | -32.7% |
| Q4 2019 | $738,000 | +15.7% | 5,674 | +5.9% | 0.23% | -7.0% |
| Q3 2019 | $638,000 | +2.2% | 5,356 | 0.0% | 0.24% | -1.6% |
| Q2 2019 | $624,000 | +3.3% | 5,356 | 0.0% | 0.25% | +7.9% |
| Q1 2019 | $604,000 | -14.7% | 5,356 | -23.5% | 0.23% | -28.7% |
| Q4 2018 | $708,000 | -19.0% | 7,005 | -7.2% | 0.32% | -6.7% |
| Q3 2018 | $874,000 | +5.2% | 7,545 | 0.0% | 0.34% | +3.6% |
| Q2 2018 | $831,000 | +0.8% | 7,545 | 0.0% | 0.33% | +26.2% |
| Q1 2018 | $824,000 | +60.6% | 7,545 | +67.9% | 0.26% | +57.5% |
| Q4 2017 | $513,000 | +63.4% | 4,495 | +54.5% | 0.17% | +79.6% |
| Q3 2017 | $314,000 | +3.0% | 2,910 | 0.0% | 0.09% | +2.2% |
| Q2 2017 | $305,000 | +0.7% | 2,910 | 0.0% | 0.09% | +3.4% |
| Q1 2017 | $303,000 | +2.7% | 2,910 | 0.0% | 0.09% | +4.8% |
| Q4 2016 | $295,000 | -34.3% | 2,910 | -43.7% | 0.08% | -72.5% |
| Q1 2014 | $449,000 | – | 5,165 | – | 0.30% | – |
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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% |