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 | $13,584,090 | -7.7% | 88,300 | -3.3% | 1.70% | -5.8% |
| Q2 2023 | $14,722,104 | +3.1% | 91,334 | -2.9% | 1.81% | -12.4% |
| Q1 2023 | $14,281,374 | +3.2% | 94,105 | -1.4% | 2.06% | +5.6% |
| Q4 2022 | $13,840,595 | -13.7% | 95,406 | -23.6% | 1.95% | -31.9% |
| Q3 2022 | $16,045,000 | -10.3% | 124,852 | -4.1% | 2.86% | -7.6% |
| Q2 2022 | $17,890,000 | -17.1% | 130,154 | -6.0% | 3.10% | +10.9% |
| Q1 2022 | $21,570,000 | +4.0% | 138,518 | +4.7% | 2.80% | +14.0% |
| Q4 2021 | $20,731,000 | -4.1% | 132,359 | -11.0% | 2.45% | -17.2% |
| Q3 2021 | $21,626,000 | -7.2% | 148,715 | -5.0% | 2.96% | -9.0% |
| Q2 2021 | $23,293,000 | +5.6% | 156,467 | +0.2% | 3.26% | -10.6% |
| Q1 2021 | $22,061,000 | -8.6% | 156,199 | -17.1% | 3.64% | -15.0% |
| Q4 2020 | $24,135,000 | +797.2% | 188,528 | +719.3% | 4.28% | +595.0% |
| Q3 2020 | $2,690,000 | +8.0% | 23,012 | -0.1% | 0.62% | +2.7% |
| Q2 2020 | $2,491,000 | +13.8% | 23,027 | +1.2% | 0.60% | -22.8% |
| Q1 2020 | $2,189,000 | -82.7% | 22,748 | -76.6% | 0.78% | -77.0% |
| Q4 2019 | $12,667,000 | +11.9% | 97,373 | +2.5% | 3.38% | -4.5% |
| Q3 2019 | $11,321,000 | +5.8% | 95,027 | +4.3% | 3.54% | +1.8% |
| Q2 2019 | $10,704,000 | +13.3% | 91,137 | +8.7% | 3.48% | +10.0% |
| Q1 2019 | $9,449,000 | +11.9% | 83,813 | +0.4% | 3.16% | -10.1% |
| Q4 2018 | $8,446,000 | -14.0% | 83,511 | -1.5% | 3.52% | +10.3% |
| Q3 2018 | $9,818,000 | +7.7% | 84,756 | +2.3% | 3.19% | -4.1% |
| Q2 2018 | $9,113,000 | -1.7% | 82,819 | -2.3% | 3.33% | -11.6% |
| Q1 2018 | $9,271,000 | -2.2% | 84,791 | +2.1% | 3.76% | -7.1% |
| Q4 2017 | $9,483,000 | +5.3% | 83,012 | -0.8% | 4.05% | -5.5% |
| Q3 2017 | $9,009,000 | +0.4% | 83,658 | -0.9% | 4.28% | -3.3% |
| Q2 2017 | $8,971,000 | +4.2% | 84,426 | +1.8% | 4.43% | -7.9% |
| Q1 2017 | $8,607,000 | +9.3% | 82,895 | +7.2% | 4.81% | -7.9% |
| Q4 2016 | $7,878,000 | +20.4% | 77,347 | +11.3% | 5.22% | +12.9% |
| Q3 2016 | $6,543,000 | +6.6% | 69,497 | +4.2% | 4.62% | -3.6% |
| Q2 2016 | $6,136,000 | -3.3% | 66,710 | -5.5% | 4.80% | -5.1% |
| Q1 2016 | $6,346,000 | +4.8% | 70,570 | +3.2% | 5.06% | +16.1% |
| Q4 2015 | $6,056,000 | +17.9% | 68,411 | +11.9% | 4.36% | -1.8% |
| Q3 2015 | $5,137,000 | -1.3% | 61,141 | +8.4% | 4.44% | +2.1% |
| Q2 2015 | $5,203,000 | +2.1% | 56,429 | +2.4% | 4.34% | -11.2% |
| Q1 2015 | $5,098,000 | +2.5% | 55,085 | +3.9% | 4.89% | -15.4% |
| Q4 2014 | $4,973,000 | – | 53,039 | – | 5.78% | – |
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% |