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 | $2,900,204 | -41.3% | 18,853 | -48.0% | 0.13% | +20.4% |
| Q2 2023 | $4,937,461 | +135.2% | 36,284 | +91.8% | 0.11% | +18.7% |
| Q1 2023 | $2,099,695 | +98016.6% | 18,921 | -1.6% | 0.09% | +59.6% |
| Q4 2022 | $2,140 | -99.9% | 19,223 | -6.8% | 0.06% | -5.0% |
| Q3 2022 | $2,298,000 | +4.9% | 20,624 | +4.9% | 0.06% | -13.0% |
| Q2 2022 | $2,190,000 | -74.7% | 19,656 | -74.7% | 0.07% | -36.1% |
| Q1 2022 | $8,656,000 | +219.8% | 77,711 | +350.4% | 0.11% | +103.8% |
| Q4 2021 | $2,707,000 | +2.7% | 17,254 | -4.7% | 0.05% | 0.0% |
| Q3 2021 | $2,637,000 | +3.6% | 18,103 | +4.9% | 0.05% | 0.0% |
| Q2 2021 | $2,546,000 | -14.9% | 17,251 | -18.6% | 0.05% | -8.6% |
| Q1 2021 | $2,991,000 | +12.6% | 21,183 | +2.3% | 0.06% | -46.3% |
| Q4 2020 | $2,657,000 | +37.7% | 20,712 | +20.7% | 0.11% | -6.1% |
| Q3 2020 | $1,929,000 | +11.7% | 17,164 | +6.3% | 0.12% | -16.1% |
| Q2 2020 | $1,727,000 | -21.4% | 16,150 | -28.1% | 0.14% | -38.3% |
| Q1 2020 | $2,197,000 | -49.2% | 22,477 | -32.3% | 0.22% | -31.7% |
| Q4 2019 | $4,326,000 | +117.0% | 33,200 | +97.2% | 0.32% | +142.5% |
| Q3 2019 | $1,994,000 | +786.2% | 16,837 | +735.2% | 0.13% | +332.3% |
| Q1 2019 | $225,000 | -95.6% | 2,016 | -96.0% | 0.03% | -90.0% |
| Q4 2018 | $5,100,000 | +52.4% | 50,807 | +75.9% | 0.31% | +128.7% |
| Q3 2018 | $3,346,000 | +1.0% | 28,888 | -4.0% | 0.14% | -2.2% |
| Q2 2018 | $3,312,000 | -16.7% | 30,077 | -13.6% | 0.14% | -22.8% |
| Q1 2018 | $3,977,000 | 0.0% | 34,811 | 0.0% | 0.18% | 0.0% |
| Q4 2017 | $3,977,000 | +3.0% | 34,811 | -2.7% | 0.18% | +17.6% |
| Q3 2017 | $3,861,000 | -10.0% | 35,778 | -12.5% | 0.15% | -15.9% |
| Q2 2017 | $4,291,000 | +4.5% | 40,885 | +3.6% | 0.18% | +1.7% |
| Q1 2017 | $4,107,000 | -12.5% | 39,476 | -14.7% | 0.18% | -21.1% |
| Q4 2016 | $4,694,000 | +115.9% | 46,301 | +102.2% | 0.23% | +100.9% |
| Q3 2016 | $2,174,000 | +56.9% | 22,899 | +53.5% | 0.11% | +46.8% |
| Q2 2016 | $1,386,000 | +516.0% | 14,922 | +640.2% | 0.08% | +148.4% |
| Q1 2016 | $225,000 | -79.7% | 2,016 | -83.9% | 0.03% | -58.1% |
| Q4 2015 | $1,109,000 | – | 12,530 | – | 0.07% | – |
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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% |