ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 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 | $693,818 | -4.6% | 4,510 | 0.0% | 0.11% | -4.3% |
| Q2 2023 | $726,967 | +6.2% | 4,510 | 0.0% | 0.12% | -1.7% |
| Q1 2023 | $684,438 | +3.1% | 4,510 | -1.4% | 0.12% | -2.5% |
| Q4 2022 | $663,840 | +12.9% | 4,576 | 0.0% | 0.12% | -2.4% |
| Q3 2022 | $588,000 | -6.5% | 4,576 | 0.0% | 0.12% | -3.1% |
| Q2 2022 | $629,000 | -11.8% | 4,576 | 0.0% | 0.13% | -0.8% |
| Q1 2022 | $713,000 | -0.6% | 4,576 | 0.0% | 0.13% | -1.5% |
| Q4 2021 | $717,000 | +7.8% | 4,576 | 0.0% | 0.13% | -5.7% |
| Q3 2021 | $665,000 | -1.6% | 4,576 | 0.0% | 0.14% | -0.7% |
| Q2 2021 | $676,000 | +582.8% | 4,576 | +550.9% | 0.14% | +571.4% |
| Q1 2021 | $99,000 | -45.0% | 703 | -50.0% | 0.02% | 0.0% |
| Q4 2020 | $180,000 | +127.8% | 1,406 | +100.0% | 0.02% | -4.5% |
| Q3 2020 | $79,000 | +3.9% | 703 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $76,000 | +11.8% | 703 | 0.0% | 0.02% | -7.7% |
| Q1 2020 | $68,000 | -11.7% | 703 | +19.2% | 0.03% | -10.3% |
| Q4 2019 | $77,000 | +10.0% | 590 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $70,000 | +1.4% | 590 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $69,000 | +527.3% | 590 | +490.0% | 0.03% | +460.0% |
| Q1 2019 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | -16.7% | 100 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $12,000 | +9.1% | 100 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | -28.6% |
| Q1 2018 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $10,000 | -61.5% | 100 | -63.6% | 0.01% | -68.2% |
| Q3 2016 | $26,000 | – | 275 | – | 0.02% | – |
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% |