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 | $1,790,698 | -17.0% | 11,640 | -13.0% | 0.12% | -14.1% |
| Q2 2023 | $2,157,528 | +4.7% | 13,385 | -1.4% | 0.14% | +2.2% |
| Q1 2023 | $2,060,749 | +0.1% | 13,579 | -4.3% | 0.14% | -4.8% |
| Q4 2022 | $2,058,575 | -41.0% | 14,190 | -47.7% | 0.15% | -43.4% |
| Q3 2022 | $3,490,000 | -26.8% | 27,157 | -21.7% | 0.26% | -25.9% |
| Q2 2022 | $4,765,000 | +3.1% | 34,666 | +16.8% | 0.35% | +11.9% |
| Q1 2022 | $4,621,000 | +39.6% | 29,676 | +40.4% | 0.31% | +17.4% |
| Q4 2021 | $3,311,000 | +54.3% | 21,138 | +43.2% | 0.26% | +41.7% |
| Q3 2021 | $2,146,000 | +12.1% | 14,759 | +13.9% | 0.19% | +10.0% |
| Q2 2021 | $1,914,000 | +4.9% | 12,963 | +0.4% | 0.17% | -6.6% |
| Q1 2021 | $1,824,000 | +11.8% | 12,911 | +1.3% | 0.18% | -4.2% |
| Q4 2020 | $1,631,000 | +12.8% | 12,740 | -1.0% | 0.19% | -1.6% |
| Q3 2020 | $1,446,000 | +16.4% | 12,863 | +12.0% | 0.19% | +7.8% |
| Q2 2020 | $1,242,000 | -25.0% | 11,481 | -33.3% | 0.18% | -31.4% |
| Q1 2020 | $1,657,000 | -72.8% | 17,211 | -63.3% | 0.26% | -67.4% |
| Q4 2019 | $6,094,000 | +8.7% | 46,845 | -0.4% | 0.80% | -4.8% |
| Q3 2019 | $5,604,000 | -0.5% | 47,041 | -2.6% | 0.84% | -5.3% |
| Q2 2019 | $5,631,000 | +5.5% | 48,309 | +2.0% | 0.89% | -26.5% |
| Q1 2019 | $5,339,000 | +11.4% | 47,355 | -0.1% | 1.21% | -12.5% |
| Q4 2018 | $4,794,000 | -20.6% | 47,399 | -9.1% | 1.38% | -12.7% |
| Q3 2018 | $6,041,000 | +9.1% | 52,151 | +3.7% | 1.58% | +2.1% |
| Q2 2018 | $5,539,000 | -39.9% | 50,291 | -41.6% | 1.55% | +0.3% |
| Q1 2018 | $9,223,000 | +84.8% | 86,178 | +97.3% | 1.54% | -0.1% |
| Q4 2017 | $4,990,000 | +16.1% | 43,683 | +9.7% | 1.54% | +8.6% |
| Q3 2017 | $4,298,000 | +5.3% | 39,829 | +2.5% | 1.42% | +2.2% |
| Q2 2017 | $4,080,000 | +4.1% | 38,876 | +3.2% | 1.39% | -3.7% |
| Q1 2017 | $3,920,000 | +4.4% | 37,681 | +1.7% | 1.44% | -8.6% |
| Q4 2016 | $3,756,000 | +43.5% | 37,045 | +34.4% | 1.58% | +65.5% |
| Q3 2016 | $2,617,000 | +12.9% | 27,558 | +10.5% | 0.96% | +10.4% |
| Q2 2016 | $2,318,000 | +5.8% | 24,948 | +2.4% | 0.86% | -3.2% |
| Q1 2016 | $2,190,000 | – | 24,352 | – | 0.89% | – |
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% |