ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,901,611 | -4.0% | 116,365 | +0.6% | 2.25% | -2.5% |
Q2 2023 | $18,652,765 | +10.7% | 115,719 | +4.2% | 2.31% | +1.5% |
Q1 2023 | $16,854,769 | +5.8% | 111,062 | +1.1% | 2.28% | +0.5% |
Q4 2022 | $15,934,054 | +12.3% | 109,837 | -0.5% | 2.26% | +3.7% |
Q3 2022 | $14,194,000 | -4.6% | 110,439 | +2.1% | 2.18% | -2.5% |
Q2 2022 | $14,873,000 | -10.8% | 108,197 | +1.1% | 2.24% | -2.0% |
Q1 2022 | $16,668,000 | +1.7% | 107,038 | +2.3% | 2.29% | +3.1% |
Q4 2021 | $16,394,000 | +8.0% | 104,664 | +0.2% | 2.22% | +0.1% |
Q3 2021 | $15,186,000 | +2.4% | 104,430 | +3.0% | 2.22% | -0.4% |
Q2 2021 | $14,827,000 | +7.8% | 101,373 | +4.1% | 2.22% | +1.5% |
Q1 2021 | $13,748,000 | -3.7% | 97,336 | -12.7% | 2.19% | -14.1% |
Q4 2020 | $14,279,000 | -19.0% | 111,536 | -28.9% | 2.55% | -28.5% |
Q3 2020 | $17,639,000 | +0.7% | 156,864 | -3.1% | 3.57% | -5.8% |
Q2 2020 | $17,515,000 | +11.1% | 161,865 | -1.2% | 3.79% | -10.1% |
Q1 2020 | $15,768,000 | -45.6% | 163,822 | -26.4% | 4.22% | -33.7% |
Q4 2019 | $28,975,000 | +5.1% | 222,734 | -3.8% | 6.36% | -4.0% |
Q3 2019 | $27,571,000 | +4.7% | 231,415 | +2.4% | 6.62% | +4.4% |
Q2 2019 | $26,332,000 | +6.8% | 225,887 | +3.3% | 6.34% | +3.7% |
Q1 2019 | $24,658,000 | +22.1% | 218,716 | +9.6% | 6.12% | +10.7% |
Q4 2018 | $20,189,000 | -9.9% | 199,612 | +3.2% | 5.52% | -3.6% |
Q3 2018 | $22,406,000 | +15.6% | 193,421 | +9.9% | 5.73% | +8.0% |
Q2 2018 | $19,381,000 | +8.4% | 175,980 | +7.6% | 5.30% | +0.7% |
Q1 2018 | $17,887,000 | -0.2% | 163,591 | +4.3% | 5.27% | -2.4% |
Q4 2017 | $17,917,000 | +15.7% | 156,840 | +9.3% | 5.40% | +5.7% |
Q3 2017 | $15,485,000 | +7.7% | 143,496 | +4.7% | 5.10% | +0.4% |
Q2 2017 | $14,378,000 | +11.9% | 136,990 | +10.9% | 5.08% | +2.5% |
Q1 2017 | $12,852,000 | +32.3% | 123,525 | +28.9% | 4.96% | +17.4% |
Q4 2016 | $9,716,000 | +43.5% | 95,842 | +34.4% | 4.23% | +28.4% |
Q3 2016 | $6,771,000 | +25.4% | 71,304 | +22.7% | 3.29% | +12.7% |
Q2 2016 | $5,399,000 | +36.9% | 58,111 | +32.5% | 2.92% | +25.8% |
Q1 2016 | $3,944,000 | +40.4% | 43,856 | +38.2% | 2.32% | +22.3% |
Q4 2015 | $2,810,000 | +59.3% | 31,737 | +51.2% | 1.90% | +42.8% |
Q3 2015 | $1,764,000 | +57.6% | 20,988 | +72.9% | 1.33% | +62.3% |
Q2 2015 | $1,119,000 | +120.3% | 12,137 | +127.4% | 0.82% | +101.7% |
Q1 2015 | $508,000 | +34.4% | 5,338 | +31.2% | 0.41% | +28.9% |
Q4 2014 | $378,000 | – | 4,068 | – | 0.32% | – |
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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% |