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 | $62,325,359 | -5.2% | 405,131 | -0.7% | 23.11% | -0.6% |
| Q2 2023 | $65,773,755 | +4.0% | 408,051 | -2.1% | 23.26% | -1.2% |
| Q1 2023 | $63,243,401 | +3.5% | 416,733 | -1.1% | 23.53% | +1.3% |
| Q4 2022 | $61,103,192 | +11.6% | 421,198 | -1.2% | 23.23% | +1.5% |
| Q3 2022 | $54,764,000 | -6.3% | 426,111 | +0.2% | 22.89% | +0.5% |
| Q2 2022 | $58,428,000 | -10.6% | 425,054 | +1.2% | 22.78% | +1.8% |
| Q1 2022 | $65,389,000 | -1.1% | 419,914 | -0.5% | 22.39% | +2.3% |
| Q4 2021 | $66,124,000 | +6.4% | 422,168 | -1.3% | 21.89% | -2.8% |
| Q3 2021 | $62,170,000 | -1.4% | 427,525 | +0.1% | 22.52% | -1.3% |
| Q2 2021 | $63,082,000 | +3.5% | 427,272 | -1.0% | 22.80% | -0.6% |
| Q1 2021 | $60,942,000 | +1.8% | 431,472 | -7.7% | 22.94% | -3.3% |
| Q4 2020 | $59,859,000 | +2.1% | 467,574 | -10.3% | 23.71% | -8.0% |
| Q3 2020 | $58,601,000 | +3.6% | 521,134 | -0.3% | 25.78% | -1.9% |
| Q2 2020 | $56,559,000 | +13.1% | 522,670 | +0.6% | 26.27% | -3.5% |
| Q1 2020 | $49,995,000 | -25.2% | 519,429 | +1.1% | 27.23% | -2.7% |
| Q4 2019 | $66,826,000 | +9.1% | 513,690 | -0.1% | 27.99% | +1.7% |
| Q3 2019 | $61,256,000 | +3.9% | 514,154 | +1.7% | 27.51% | +2.1% |
| Q2 2019 | $58,956,000 | +5.4% | 505,763 | +1.9% | 26.95% | +1.6% |
| Q1 2019 | $55,959,000 | +8.9% | 496,356 | -2.3% | 26.52% | -1.7% |
| Q4 2018 | $51,395,000 | -11.5% | 508,157 | +1.3% | 26.98% | +0.9% |
| Q3 2018 | $58,096,000 | +5.8% | 501,521 | +0.6% | 26.75% | +0.4% |
| Q2 2018 | $54,912,000 | +3.6% | 498,606 | +2.9% | 26.63% | -1.0% |
| Q1 2018 | $52,990,000 | -2.9% | 484,632 | +1.4% | 26.90% | +0.6% |
| Q4 2017 | $54,585,000 | +5.9% | 477,802 | +0.0% | 26.74% | +1.4% |
| Q3 2017 | $51,538,000 | +4.7% | 477,603 | +1.8% | 26.37% | +0.1% |
| Q2 2017 | $49,220,000 | +2.4% | 468,944 | +1.5% | 26.33% | +0.9% |
| Q1 2017 | $48,069,000 | +2.8% | 462,028 | +0.2% | 26.08% | -1.4% |
| Q4 2016 | $46,753,000 | +6.7% | 461,162 | -0.1% | 26.44% | +2.9% |
| Q3 2016 | $43,829,000 | +3.7% | 461,553 | +1.4% | 25.70% | +1.7% |
| Q2 2016 | $42,276,000 | +6.9% | 455,068 | +3.5% | 25.26% | +1.7% |
| Q1 2016 | $39,542,000 | +2.0% | 439,695 | +0.4% | 24.83% | -2.2% |
| Q4 2015 | $38,773,000 | – | 437,964 | – | 25.40% | – |
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% |