ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. 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 | $25,113,629 | -1.0% | 162,377 | +3.2% | 2.65% | +16.2% |
Q2 2023 | $25,356,057 | +7.1% | 157,305 | +0.9% | 2.28% | +2.1% |
Q1 2023 | $23,670,240 | +3.7% | 155,972 | -0.9% | 2.23% | -12.8% |
Q4 2022 | $22,828,602 | +10.7% | 157,363 | -2.0% | 2.56% | -4.6% |
Q3 2022 | $20,631,000 | +9.0% | 160,530 | +16.5% | 2.68% | -4.8% |
Q2 2022 | $18,935,000 | -12.0% | 137,746 | -0.3% | 2.82% | +16.8% |
Q1 2022 | $21,507,000 | -2.9% | 138,110 | -2.4% | 2.41% | +4.2% |
Q4 2021 | $22,155,000 | +10.8% | 141,451 | +2.9% | 2.31% | +1.0% |
Q3 2021 | $19,996,000 | +0.1% | 137,505 | +1.6% | 2.29% | -6.0% |
Q2 2021 | $19,972,000 | +17.3% | 135,275 | +12.2% | 2.44% | -28.6% |
Q1 2021 | $17,024,000 | +10.9% | 120,534 | +0.5% | 3.42% | +6.4% |
Q4 2020 | $15,352,000 | +3.8% | 119,917 | -8.8% | 3.21% | +34.6% |
Q3 2020 | $14,788,000 | +5.0% | 131,511 | +1.1% | 2.38% | -1.1% |
Q2 2020 | $14,078,000 | +35.8% | 130,095 | +20.8% | 2.41% | +9.0% |
Q1 2020 | $10,369,000 | -23.0% | 107,734 | +4.0% | 2.21% | +3.5% |
Q4 2019 | $13,471,000 | +10.6% | 103,553 | +1.3% | 2.14% | -1.2% |
Q3 2019 | $12,178,000 | +1.9% | 102,212 | -0.3% | 2.16% | +23.0% |
Q2 2019 | $11,956,000 | +5.8% | 102,561 | +2.3% | 1.76% | -16.3% |
Q1 2019 | $11,301,000 | +50.2% | 100,244 | +34.8% | 2.10% | +35.6% |
Q4 2018 | $7,523,000 | -11.4% | 74,381 | +1.5% | 1.55% | +5.1% |
Q3 2018 | $8,492,000 | +12.6% | 73,312 | +7.0% | 1.47% | +7.9% |
Q2 2018 | $7,544,000 | +4.7% | 68,498 | +4.0% | 1.36% | -0.3% |
Q1 2018 | $7,203,000 | -2.9% | 65,875 | +1.5% | 1.37% | +0.1% |
Q4 2017 | $7,417,000 | +7.8% | 64,921 | +1.8% | 1.37% | -43.1% |
Q3 2017 | $6,879,000 | +5.3% | 63,744 | +1.5% | 2.40% | -1.8% |
Q1 2017 | $6,534,000 | +6.8% | 62,799 | +4.1% | 2.44% | +0.8% |
Q4 2016 | $6,117,000 | +15.2% | 60,334 | +7.9% | 2.43% | +6.3% |
Q3 2016 | $5,311,000 | +10.0% | 55,924 | +7.6% | 2.28% | +12.5% |
Q2 2016 | $4,827,000 | – | 51,963 | – | 2.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
LPWM LLC | 249,212 | $37,820,405 | 18.18% |
Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |