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 | $1,757,900 | -9.6% | 11,426 | -5.3% | 0.18% | +11.2% |
| Q2 2023 | $1,945,638 | +16.4% | 12,070 | +9.6% | 0.16% | -5.3% |
| Q1 2023 | $1,671,314 | -6.0% | 11,012 | -10.1% | 0.17% | +7.0% |
| Q4 2022 | $1,777,782 | +26.4% | 12,254 | +11.9% | 0.16% | +17.9% |
| Q3 2022 | $1,407,000 | -2.3% | 10,948 | +4.8% | 0.13% | +0.8% |
| Q2 2022 | $1,440,000 | -17.9% | 10,447 | -7.3% | 0.13% | -1.5% |
| Q1 2022 | $1,755,000 | +2.3% | 11,268 | +2.9% | 0.14% | -0.7% |
| Q4 2021 | $1,716,000 | +23.5% | 10,955 | +14.7% | 0.14% | +7.9% |
| Q3 2021 | $1,389,000 | -79.8% | 9,552 | -79.5% | 0.13% | -80.3% |
| Q2 2021 | $6,882,000 | +53.6% | 46,615 | +47.0% | 0.64% | +43.0% |
| Q1 2021 | $4,480,000 | +763.2% | 31,719 | +682.2% | 0.45% | +655.9% |
| Q4 2020 | $519,000 | +12.8% | 4,055 | -4.5% | 0.06% | -7.8% |
| Q2 2020 | $460,000 | -16.4% | 4,248 | -25.6% | 0.06% | +326.7% |
| Q1 2020 | $550,000 | -32.1% | 5,713 | -8.2% | 0.02% | -89.3% |
| Q4 2019 | $810,000 | +3.4% | 6,226 | -5.3% | 0.14% | -4.8% |
| Q3 2019 | $783,000 | +31.2% | 6,571 | +28.3% | 0.15% | +23.5% |
| Q2 2019 | $597,000 | +22.6% | 5,122 | +18.5% | 0.12% | +13.3% |
| Q1 2019 | $487,000 | +54.6% | 4,321 | +38.9% | 0.10% | +29.6% |
| Q4 2018 | $315,000 | -3.1% | 3,111 | +11.0% | 0.08% | +11.0% |
| Q3 2018 | $325,000 | +9.8% | 2,802 | +4.1% | 0.07% | +4.3% |
| Q2 2018 | $296,000 | -56.0% | 2,691 | -56.3% | 0.07% | -58.8% |
| Q1 2018 | $673,000 | -31.0% | 6,156 | -27.9% | 0.17% | -31.2% |
| Q4 2017 | $976,000 | +27.2% | 8,544 | +20.2% | 0.25% | +24.1% |
| Q3 2017 | $767,000 | +255.1% | 7,111 | +244.9% | 0.20% | +423.7% |
| Q2 2017 | $216,000 | -11.1% | 2,062 | -11.8% | 0.04% | -48.6% |
| Q1 2017 | $243,000 | – | 2,338 | – | 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% |