ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512,530 | -4.0% | 3,332 | +0.5% | 0.25% | -0.4% |
| Q2 2023 | $534,137 | +6.6% | 3,314 | +0.4% | 0.25% | +5.5% |
| Q1 2023 | $501,167 | +6.9% | 3,302 | +2.1% | 0.24% | +3.5% |
| Q4 2022 | $469,022 | +13.6% | 3,233 | +0.6% | 0.23% | +5.1% |
| Q3 2022 | $413,000 | -5.9% | 3,215 | +0.7% | 0.22% | -0.9% |
| Q2 2022 | $439,000 | -11.3% | 3,192 | +0.4% | 0.22% | +4.8% |
| Q1 2022 | $495,000 | -0.2% | 3,179 | +0.4% | 0.21% | -17.8% |
| Q4 2021 | $496,000 | +8.3% | 3,165 | +0.5% | 0.25% | +24.0% |
| Q3 2021 | $458,000 | -0.9% | 3,149 | +0.6% | 0.20% | +0.5% |
| Q2 2021 | $462,000 | +4.8% | 3,131 | +0.4% | 0.20% | 0.0% |
| Q1 2021 | $441,000 | +11.1% | 3,120 | +0.5% | 0.20% | 0.0% |
| Q4 2020 | $397,000 | +14.4% | 3,105 | +0.6% | 0.20% | -2.9% |
| Q3 2020 | $347,000 | +4.8% | 3,086 | +0.8% | 0.21% | -0.9% |
| Q2 2020 | $331,000 | +13.0% | 3,063 | +0.6% | 0.21% | -2.3% |
| Q1 2020 | $293,000 | -25.4% | 3,046 | +0.9% | 0.22% | +1.4% |
| Q4 2019 | $393,000 | +9.8% | 3,020 | +0.6% | 0.21% | +4.9% |
| Q3 2019 | $358,000 | +2.9% | 3,003 | +0.6% | 0.20% | 0.0% |
| Q2 2019 | $348,000 | +3.9% | 2,985 | +0.6% | 0.20% | +1.0% |
| Q1 2019 | $335,000 | +12.0% | 2,968 | +0.6% | 0.20% | -4.3% |
| Q4 2018 | $299,000 | -11.3% | 2,951 | +1.3% | 0.21% | -0.5% |
| Q3 2018 | $337,000 | +5.6% | 2,913 | +0.7% | 0.21% | -3.7% |
| Q2 2018 | $319,000 | +0.9% | 2,894 | 0.0% | 0.22% | -0.9% |
| Q1 2018 | $316,000 | -4.0% | 2,894 | +0.6% | 0.22% | -0.9% |
| Q4 2017 | $329,000 | +7.2% | 2,877 | +1.2% | 0.22% | +0.5% |
| Q3 2017 | $307,000 | +3.4% | 2,844 | +0.6% | 0.22% | -3.5% |
| Q2 2017 | $297,000 | +1.4% | 2,828 | +0.5% | 0.23% | -2.1% |
| Q1 2017 | $293,000 | +2.8% | 2,813 | 0.0% | 0.24% | -2.9% |
| Q4 2016 | $285,000 | +8.0% | 2,813 | +1.2% | 0.24% | +11.0% |
| Q3 2016 | $264,000 | +2.3% | 2,779 | 0.0% | 0.22% | -4.0% |
| Q2 2016 | $258,000 | +4.5% | 2,779 | +1.2% | 0.23% | +0.4% |
| Q1 2016 | $247,000 | +2.1% | 2,746 | +0.7% | 0.23% | -1.7% |
| Q4 2015 | $242,000 | – | 2,728 | – | 0.23% | – |
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% |