ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,103 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,035 | -2.6% | 11,181 | 0.0% | 0.34% | -5.0% |
| Q1 2024 | $2,089 | +7.5% | 11,181 | 0.0% | 0.36% | -1.9% |
| Q4 2023 | $1,944 | +13.0% | 11,181 | 0.0% | 0.37% | +4.0% |
| Q3 2023 | $1,720 | -2.5% | 11,181 | +2.2% | 0.35% | +0.6% |
| Q2 2023 | $1,764 | +6.2% | 10,945 | 0.0% | 0.35% | +3.2% |
| Q1 2023 | $1,661 | +4.6% | 10,945 | 0.0% | 0.34% | +0.3% |
| Q4 2022 | $1,588 | -99.9% | 10,945 | 0.0% | 0.34% | -1.2% |
| Q3 2022 | $1,407,000 | -6.4% | 10,945 | 0.0% | 0.34% | 0.0% |
| Q2 2022 | $1,504,000 | -11.7% | 10,945 | 0.0% | 0.34% | +5.6% |
| Q1 2022 | $1,704,000 | -0.6% | 10,945 | 0.0% | 0.32% | +0.6% |
| Q4 2021 | $1,714,000 | +7.7% | 10,945 | 0.0% | 0.32% | -1.8% |
| Q3 2021 | $1,592,000 | -1.5% | 10,945 | 0.0% | 0.33% | -10.1% |
| Q2 2021 | $1,616,000 | +4.5% | 10,945 | 0.0% | 0.36% | -2.1% |
| Q1 2021 | $1,546,000 | +10.3% | 10,945 | 0.0% | 0.37% | +2.2% |
| Q4 2020 | $1,401,000 | +13.8% | 10,945 | 0.0% | 0.36% | +1.1% |
| Q3 2020 | $1,231,000 | +4.0% | 10,945 | 0.0% | 0.36% | +1.7% |
| Q2 2020 | $1,184,000 | +12.4% | 10,945 | 0.0% | 0.36% | +4.4% |
| Q1 2020 | $1,053,000 | -26.1% | 10,945 | 0.0% | 0.34% | -13.7% |
| Q4 2019 | $1,424,000 | +9.2% | 10,945 | 0.0% | 0.39% | +2.9% |
| Q3 2019 | $1,304,000 | +2.2% | 10,945 | 0.0% | 0.38% | -2.8% |
| Q2 2019 | $1,276,000 | +3.4% | 10,945 | 0.0% | 0.39% | -6.9% |
| Q1 2019 | $1,234,000 | +11.5% | 10,945 | 0.0% | 0.42% | -0.5% |
| Q4 2018 | $1,107,000 | -12.7% | 10,945 | 0.0% | 0.42% | -8.0% |
| Q3 2018 | $1,268,000 | +5.2% | 10,945 | 0.0% | 0.46% | +0.7% |
| Q2 2018 | $1,205,000 | +0.7% | 10,945 | 0.0% | 0.46% | -1.3% |
| Q1 2018 | $1,197,000 | -4.2% | 10,945 | 0.0% | 0.46% | -8.8% |
| Q4 2017 | $1,250,000 | +5.8% | 10,945 | 0.0% | 0.51% | -2.5% |
| Q3 2017 | $1,181,000 | +2.8% | 10,945 | 0.0% | 0.52% | -5.1% |
| Q2 2017 | $1,149,000 | +0.9% | 10,945 | 0.0% | 0.55% | -2.3% |
| Q1 2017 | $1,139,000 | +2.6% | 10,945 | 0.0% | 0.56% | -2.9% |
| Q4 2016 | $1,110,000 | +6.8% | 10,945 | 0.0% | 0.58% | +4.5% |
| Q3 2016 | $1,039,000 | +2.2% | 10,945 | 0.0% | 0.56% | -1.2% |
| Q2 2016 | $1,017,000 | +3.4% | 10,945 | 0.0% | 0.56% | +1.1% |
| Q1 2016 | $984,000 | +1.5% | 10,945 | 0.0% | 0.56% | -4.5% |
| Q4 2015 | $969,000 | +5.3% | 10,945 | 0.0% | 0.58% | +3.4% |
| Q3 2015 | $920,000 | -8.8% | 10,945 | 0.0% | 0.56% | -3.6% |
| Q2 2015 | $1,009,000 | -0.4% | 10,945 | 0.0% | 0.58% | -1.3% |
| Q1 2015 | $1,013,000 | – | 10,945 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 522,670 | $56,559,000 | 26.27% |
| LPWM LLC | 190,340 | $20,597,000 | 18.79% |
| AMARILLO NATIONAL BANK | 246,960 | $26,724,000 | 10.86% |
| Powell Investment Advisors, LLC | 101,730 | $11,008,000 | 10.64% |
| Halpern Financial, Inc. | 147,480 | $15,958,815 | 10.58% |
| Strategic Wealth Partners Group, LLC | 384,435 | $41,600,000 | 10.45% |
| Praetorian Wealth Management, Inc. | 181,551 | $19,646,000 | 9.61% |
| Blue Zone Wealth Advisors, LLC | 148,249 | $16,042,000 | 8.96% |
| FINANCIAL LIFE ADVISORS | 133,925 | $14,492,000 | 8.57% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 121,721 | $13,171,000 | 7.91% |