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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,067,000 | +10.4% | 45,119 | +2.5% | 2.16% | -1.8% |
| Q3 2021 | $6,401,000 | -0.9% | 44,016 | +0.8% | 2.20% | +0.9% |
| Q2 2021 | $6,461,000 | +4.5% | 43,670 | +1.7% | 2.19% | -3.1% |
| Q1 2021 | $6,185,000 | +12.5% | 42,924 | -0.0% | 2.26% | +1.7% |
| Q4 2020 | $5,497,000 | +14.0% | 42,936 | +2.0% | 2.22% | +2.8% |
| Q3 2020 | $4,821,000 | +5.9% | 42,078 | +0.0% | 2.16% | -5.1% |
| Q2 2020 | $4,553,000 | +8.9% | 42,076 | -3.2% | 2.27% | -5.5% |
| Q1 2020 | $4,180,000 | -90.7% | 43,457 | -99.3% | 2.41% | +12.9% |
| Q4 2019 | $44,884,000 | +751.5% | 5,838,622 | +13107.5% | 2.13% | -22.3% |
| Q3 2019 | $5,271,000 | +2.7% | 44,207 | +0.4% | 2.74% | +0.4% |
| Q2 2019 | $5,134,000 | +5.8% | 44,037 | +2.2% | 2.73% | +0.4% |
| Q1 2019 | $4,854,000 | +11.6% | 43,074 | +0.1% | 2.72% | -7.1% |
| Q4 2018 | $4,351,000 | -12.0% | 43,046 | +0.9% | 2.93% | +2.3% |
| Q3 2018 | $4,947,000 | +4.7% | 42,678 | -0.5% | 2.86% | -4.4% |
| Q2 2018 | $4,723,000 | -0.0% | 42,905 | -0.7% | 3.00% | -4.3% |
| Q1 2018 | $4,724,000 | -4.9% | 43,205 | -0.7% | 3.13% | -4.8% |
| Q4 2017 | $4,969,000 | +6.2% | 43,510 | +0.4% | 3.29% | -3.9% |
| Q3 2017 | $4,680,000 | +2.9% | 43,338 | +0.1% | 3.42% | -7.6% |
| Q2 2017 | $4,546,000 | +0.6% | 43,281 | -0.4% | 3.70% | -7.0% |
| Q1 2017 | $4,521,000 | +9.0% | 43,449 | -0.6% | 3.98% | -10.8% |
| Q3 2016 | $4,148,000 | +1.0% | 43,699 | -1.1% | 4.46% | -7.6% |
| Q2 2016 | $4,106,000 | +2.2% | 44,174 | -1.1% | 4.83% | -2.4% |
| Q1 2016 | $4,019,000 | -7.4% | 44,682 | -8.9% | 4.95% | -12.6% |
| Q4 2015 | $4,341,000 | – | 49,061 | – | 5.66% | – |
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% |