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 | $864,702 | -4.9% | 5,621 | -0.4% | 0.27% | -6.9% |
| Q2 2023 | $909,400 | +13.7% | 5,642 | +7.1% | 0.29% | +14.7% |
| Q1 2023 | $799,623 | -12.0% | 5,269 | -15.9% | 0.25% | -18.2% |
| Q4 2022 | $908,397 | +25.5% | 6,262 | +11.2% | 0.31% | +6.6% |
| Q3 2022 | $724,000 | -1.0% | 5,633 | +5.9% | 0.29% | +9.1% |
| Q2 2022 | $731,000 | +8.3% | 5,318 | +22.7% | 0.26% | +44.3% |
| Q1 2022 | $675,000 | -26.3% | 4,334 | -25.9% | 0.18% | -25.0% |
| Q4 2021 | $916,000 | +8.0% | 5,850 | +0.4% | 0.24% | -1.6% |
| Q3 2021 | $848,000 | -2.3% | 5,829 | -0.8% | 0.25% | -2.4% |
| Q2 2021 | $868,000 | +3.7% | 5,876 | -0.9% | 0.25% | -12.1% |
| Q1 2021 | $837,000 | +0.8% | 5,928 | -8.6% | 0.29% | -7.7% |
| Q4 2020 | $830,000 | +14.0% | 6,483 | +0.1% | 0.31% | -8.2% |
| Q3 2020 | $728,000 | +4.1% | 6,475 | +0.2% | 0.34% | +3.0% |
| Q2 2020 | $699,000 | +12.9% | 6,459 | +0.5% | 0.33% | -9.6% |
| Q1 2020 | $619,000 | -26.0% | 6,427 | 0.0% | 0.37% | +5.8% |
| Q4 2019 | $836,000 | +9.6% | 6,427 | +0.4% | 0.35% | -12.0% |
| Q3 2019 | $763,000 | +2.3% | 6,401 | 0.0% | 0.39% | +2.9% |
| Q2 2019 | $746,000 | +3.6% | 6,401 | +0.2% | 0.38% | -0.5% |
| Q1 2019 | $720,000 | +6.7% | 6,389 | -4.2% | 0.38% | +6.4% |
| Q4 2018 | $675,000 | +13.6% | 6,666 | +30.0% | 0.36% | +25.3% |
| Q3 2018 | $594,000 | +5.1% | 5,127 | 0.0% | 0.29% | -2.7% |
| Q2 2018 | $565,000 | -1.2% | 5,127 | -2.0% | 0.30% | +31.0% |
| Q1 2018 | $572,000 | -0.2% | 5,234 | -1.5% | 0.23% | -9.2% |
| Q3 2017 | $573,000 | -0.2% | 5,312 | -2.8% | 0.25% | -3.9% |
| Q2 2017 | $574,000 | +0.9% | 5,464 | -0.2% | 0.26% | -0.4% |
| Q1 2017 | $569,000 | +2.5% | 5,473 | 0.0% | 0.26% | -1.9% |
| Q4 2016 | $555,000 | +8.4% | 5,473 | 0.0% | 0.26% | +1.5% |
| Q3 2016 | $512,000 | +10.1% | 5,473 | +9.3% | 0.26% | -0.8% |
| Q2 2016 | $465,000 | -18.7% | 5,006 | -22.1% | 0.26% | -20.1% |
| Q1 2016 | $572,000 | +8.3% | 6,426 | 0.0% | 0.33% | -20.9% |
| Q4 2015 | $528,000 | – | 6,426 | – | 0.42% | – |
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% |