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 | $8,956,903 | +8.1% | 58,222 | +13.2% | 0.19% | +2.7% |
| Q2 2023 | $8,288,253 | -15.9% | 51,419 | -20.8% | 0.19% | -28.5% |
| Q1 2023 | $9,849,620 | +30.9% | 64,902 | +25.2% | 0.26% | +38.4% |
| Q4 2022 | $7,523,286 | +12.9% | 51,859 | -0.0% | 0.19% | +2.2% |
| Q3 2022 | $6,665,000 | -5.3% | 51,860 | +1.3% | 0.19% | +5.1% |
| Q2 2022 | $7,036,000 | -11.1% | 51,187 | +0.7% | 0.18% | 0.0% |
| Q1 2022 | $7,913,000 | +3.9% | 50,818 | +4.6% | 0.18% | +4.7% |
| Q4 2021 | $7,613,000 | +11.2% | 48,605 | +3.2% | 0.17% | -2.9% |
| Q3 2021 | $6,846,000 | +6.6% | 47,076 | +8.3% | 0.17% | +8.8% |
| Q2 2021 | $6,420,000 | +17.8% | 43,485 | +12.6% | 0.16% | +6.0% |
| Q1 2021 | $5,452,000 | +37.9% | 38,602 | +25.0% | 0.15% | +29.1% |
| Q4 2020 | $3,953,000 | +11.3% | 30,881 | -2.2% | 0.12% | 0.0% |
| Q3 2020 | $3,551,000 | +16.0% | 31,578 | +11.6% | 0.12% | +7.3% |
| Q2 2020 | $3,061,000 | +18.2% | 28,289 | +5.2% | 0.11% | -8.4% |
| Q1 2020 | $2,589,000 | -22.7% | 26,896 | +4.5% | 0.12% | -9.8% |
| Q4 2019 | $3,349,000 | +23.4% | 25,743 | +13.0% | 0.13% | +12.8% |
| Q3 2019 | $2,714,000 | +11.5% | 22,780 | +9.1% | 0.12% | +11.4% |
| Q2 2019 | $2,435,000 | +14.2% | 20,885 | +10.4% | 0.10% | +9.4% |
| Q1 2019 | $2,133,000 | +8.8% | 18,916 | -2.4% | 0.10% | -5.0% |
| Q4 2018 | $1,960,000 | +18.3% | 19,374 | +35.4% | 0.10% | +36.5% |
| Q3 2018 | $1,657,000 | +14.8% | 14,307 | +9.1% | 0.07% | +15.6% |
| Q2 2018 | $1,444,000 | -1.3% | 13,116 | -1.9% | 0.06% | +3.2% |
| Q1 2018 | $1,463,000 | +12.3% | 13,376 | +17.3% | 0.06% | +6.9% |
| Q4 2017 | $1,303,000 | +5.5% | 11,405 | -0.4% | 0.06% | 0.0% |
| Q3 2017 | $1,235,000 | +6.8% | 11,448 | +3.9% | 0.06% | -3.3% |
| Q2 2017 | $1,156,000 | +4.9% | 11,013 | +4.0% | 0.06% | -3.2% |
| Q1 2017 | $1,102,000 | +66.5% | 10,594 | +62.2% | 0.06% | +51.2% |
| Q4 2016 | $662,000 | +23.7% | 6,533 | +15.9% | 0.04% | +13.9% |
| Q3 2016 | $535,000 | +17.3% | 5,635 | +14.7% | 0.04% | +5.9% |
| Q2 2016 | $456,000 | -3.6% | 4,912 | -6.7% | 0.03% | -17.1% |
| Q1 2016 | $473,000 | +1.5% | 5,264 | -0.1% | 0.04% | +5.1% |
| Q4 2015 | $466,000 | +57.4% | 5,269 | +49.6% | 0.04% | +5.4% |
| Q3 2015 | $296,000 | -4.2% | 3,523 | +5.1% | 0.04% | -7.5% |
| Q2 2015 | $309,000 | -32.1% | 3,353 | -32.0% | 0.04% | -25.9% |
| Q1 2015 | $455,000 | -21.6% | 4,928 | -20.3% | 0.05% | -48.1% |
| Q4 2014 | $580,000 | – | 6,187 | – | 0.10% | – |
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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% |