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 | $1,186,043 | +5.5% | 7,710 | +10.5% | 0.16% | +4.6% |
| Q2 2023 | $1,124,556 | +8.7% | 6,976 | +2.3% | 0.15% | +1.3% |
| Q1 2023 | $1,034,337 | +36.7% | 6,816 | +30.7% | 0.15% | +25.8% |
| Q4 2022 | $756,662 | -23.1% | 5,216 | -31.9% | 0.12% | -26.8% |
| Q3 2022 | $984,000 | -2.6% | 7,660 | +4.2% | 0.16% | +3.8% |
| Q2 2022 | $1,010,000 | +2.1% | 7,349 | +15.7% | 0.16% | +30.6% |
| Q1 2022 | $989,000 | -2.4% | 6,353 | -1.8% | 0.12% | +1.7% |
| Q4 2021 | $1,013,000 | +15.2% | 6,467 | +6.9% | 0.12% | -1.7% |
| Q3 2021 | $879,000 | -9.1% | 6,048 | -7.7% | 0.12% | -9.0% |
| Q2 2021 | $967,000 | +94.2% | 6,549 | +85.8% | 0.13% | +70.5% |
| Q1 2021 | $498,000 | +13.7% | 3,525 | +2.9% | 0.08% | +8.3% |
| Q4 2020 | $438,000 | -0.2% | 3,425 | -12.3% | 0.07% | -12.2% |
| Q3 2020 | $439,000 | +53.5% | 3,907 | +47.7% | 0.08% | +36.7% |
| Q2 2020 | $286,000 | -8.9% | 2,646 | -18.9% | 0.06% | -28.6% |
| Q1 2020 | $314,000 | +62.7% | 3,261 | +119.9% | 0.08% | +90.9% |
| Q4 2019 | $193,000 | +6.0% | 1,483 | -2.8% | 0.04% | -2.2% |
| Q3 2019 | $182,000 | +18.2% | 1,526 | +15.3% | 0.04% | +9.8% |
| Q2 2019 | $154,000 | -39.8% | 1,324 | -41.7% | 0.04% | -41.4% |
| Q1 2019 | $256,000 | +49.7% | 2,271 | +34.3% | 0.07% | +32.1% |
| Q4 2018 | $171,000 | -9.5% | 1,691 | +3.4% | 0.05% | -10.2% |
| Q3 2018 | $189,000 | -4.1% | 1,635 | -8.5% | 0.06% | -13.2% |
| Q2 2018 | $197,000 | +173.6% | 1,786 | +171.8% | 0.07% | +172.0% |
| Q1 2018 | $72,000 | -5.3% | 657 | -0.8% | 0.02% | -3.8% |
| Q4 2017 | $76,000 | +7.0% | 662 | +0.5% | 0.03% | -3.7% |
| Q3 2017 | $71,000 | +4.4% | 659 | +1.1% | 0.03% | -3.6% |
| Q2 2017 | $68,000 | +1.5% | 652 | +1.4% | 0.03% | -6.7% |
| Q1 2017 | $67,000 | -36.8% | 643 | -38.4% | 0.03% | -43.4% |
| Q4 2016 | $106,000 | -10.9% | 1,043 | -16.6% | 0.05% | -13.1% |
| Q3 2016 | $119,000 | +16.7% | 1,251 | +14.4% | 0.06% | +10.9% |
| Q2 2016 | $102,000 | +18.6% | 1,094 | +13.3% | 0.06% | +10.0% |
| Q1 2016 | $86,000 | +36.5% | 966 | +35.1% | 0.05% | +35.1% |
| Q4 2015 | $63,000 | +14.5% | 715 | +41.0% | 0.04% | +5.7% |
| Q3 2015 | $55,000 | -37.5% | 507 | -46.9% | 0.04% | -34.0% |
| Q2 2015 | $88,000 | +528.6% | 954 | +527.6% | 0.05% | +562.5% |
| Q1 2015 | $14,000 | +100.0% | 152 | +94.9% | 0.01% | +60.0% |
| Q4 2014 | $7,000 | 0.0% | 78 | +1.3% | 0.01% | 0.0% |
| Q3 2014 | $7,000 | 0.0% | 77 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $7,000 | 0.0% | 77 | +1.3% | 0.01% | 0.0% |
| Q1 2014 | $7,000 | – | 76 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |