ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $561,000 | -6.5% | 4,364 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $600,000 | +18.8% | 4,364 | +34.7% | 0.09% | +37.3% |
| Q1 2022 | $505,000 | -0.4% | 3,240 | 0.0% | 0.07% | +4.7% |
| Q4 2021 | $507,000 | +3.7% | 3,240 | -3.6% | 0.06% | -7.2% |
| Q3 2021 | $489,000 | -1.4% | 3,360 | 0.0% | 0.07% | -5.5% |
| Q2 2021 | $496,000 | +4.4% | 3,360 | 0.0% | 0.07% | -6.4% |
| Q1 2021 | $475,000 | -47.1% | 3,360 | -52.1% | 0.08% | 0.0% |
| Q4 2020 | $898,000 | +127.9% | 7,016 | +100.0% | 0.08% | +1.3% |
| Q3 2020 | $394,000 | -11.5% | 3,508 | -14.6% | 0.08% | -19.8% |
| Q2 2020 | $445,000 | -34.2% | 4,108 | -41.4% | 0.10% | +4.3% |
| Q1 2020 | $676,000 | +48.2% | 7,016 | +100.0% | 0.09% | -15.6% |
| Q4 2019 | $456,000 | -33.3% | 3,508 | -38.9% | 0.11% | +14.7% |
| Q3 2019 | $684,000 | +2.1% | 5,746 | 0.0% | 0.10% | -1.0% |
| Q2 2019 | $670,000 | +3.4% | 5,746 | 0.0% | 0.10% | -5.0% |
| Q1 2019 | $648,000 | +122.7% | 5,746 | +100.0% | 0.10% | -7.3% |
| Q4 2018 | $291,000 | -12.6% | 2,873 | 0.0% | 0.11% | -1.8% |
| Q3 2018 | $333,000 | -47.3% | 2,873 | -50.0% | 0.11% | -1.8% |
| Q2 2018 | $632,000 | -3.7% | 5,746 | 0.0% | 0.11% | -14.4% |
| Q4 2017 | $656,000 | +5.8% | 5,746 | 0.0% | 0.13% | -0.8% |
| Q3 2017 | $620,000 | +105.3% | 5,746 | +100.0% | 0.13% | -7.6% |
| Q2 2017 | $302,000 | -27.1% | 2,873 | -27.8% | 0.14% | +34.6% |
| Q1 2017 | $414,000 | +105.0% | 3,980 | +100.0% | 0.11% | +2.9% |
| Q4 2016 | $202,000 | -28.4% | 1,990 | -36.6% | 0.10% | -37.7% |
| Q1 2016 | $282,000 | +1.8% | 3,140 | 0.0% | 0.17% | -15.7% |
| Q4 2015 | $277,000 | – | 3,140 | – | 0.20% | – |
Download | ||||||
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% |