ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,696,300 | -5.4% | 37,027 | -0.9% | 0.06% | -7.4% |
| Q2 2023 | $6,020,725 | +2.7% | 37,351 | -4.1% | 0.07% | -6.8% |
| Q1 2023 | $5,859,697 | +178.0% | 38,932 | +75.3% | 0.07% | +28.1% |
| Q4 2022 | $2,107,721 | -28.1% | 22,215 | -2.6% | 0.06% | +18.8% |
| Q3 2022 | $2,930,000 | -5.0% | 22,797 | +1.6% | 0.05% | -5.9% |
| Q2 2022 | $3,084,000 | -14.9% | 22,432 | -3.5% | 0.05% | -12.1% |
| Q1 2022 | $3,622,000 | +10.8% | 23,256 | +11.4% | 0.06% | +18.4% |
| Q4 2021 | $3,268,000 | +309.0% | 20,869 | +279.6% | 0.05% | +145.0% |
| Q3 2021 | $799,000 | +3.0% | 5,497 | +4.5% | 0.02% | -4.8% |
| Q2 2021 | $776,000 | +71.7% | 5,259 | +64.5% | 0.02% | +61.5% |
| Q1 2021 | $452,000 | +10.0% | 3,197 | -0.5% | 0.01% | 0.0% |
| Q4 2020 | $411,000 | -60.3% | 3,214 | -65.1% | 0.01% | -63.9% |
| Q3 2020 | $1,035,000 | -2.5% | 9,205 | -6.3% | 0.04% | -14.3% |
| Q2 2020 | $1,062,000 | -6.1% | 9,822 | -16.4% | 0.04% | -22.2% |
| Q1 2020 | $1,131,000 | -30.2% | 11,746 | -5.7% | 0.05% | -15.6% |
| Q4 2019 | $1,620,000 | +9.1% | 12,458 | +0.5% | 0.06% | -3.0% |
| Q3 2019 | $1,485,000 | +173.0% | 12,396 | +165.4% | 0.07% | +100.0% |
| Q2 2019 | $544,000 | -8.6% | 4,671 | -11.5% | 0.03% | -13.2% |
| Q1 2019 | $595,000 | -74.7% | 5,278 | -77.3% | 0.04% | -75.0% |
| Q4 2018 | $2,355,000 | +41.4% | 23,285 | +62.0% | 0.15% | +18.8% |
| Q3 2018 | $1,665,000 | +30.3% | 14,373 | +23.7% | 0.13% | +9.4% |
| Q2 2018 | $1,278,000 | +4.1% | 11,617 | +1.2% | 0.12% | -16.4% |
| Q1 2018 | $1,228,000 | -12.5% | 11,476 | -4.8% | 0.14% | -26.3% |
| Q4 2017 | $1,404,000 | +9.8% | 12,056 | +2.6% | 0.19% | -4.5% |
| Q3 2017 | $1,279,000 | -99.8% | 11,755 | +106.6% | 0.20% | +93.2% |
| Q2 2017 | $596,837,000 | +146904.2% | 5,690 | +32.3% | 0.10% | +60.9% |
| Q3 2016 | $406,000 | – | 4,300 | – | 0.06% | – |
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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% |