ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,120,436 | +19.6% | 27,151 | +14.3% | 2.83% | -39.3% |
| Q4 2022 | $3,445,558 | +16.8% | 23,751 | +3.5% | 4.66% | -53.5% |
| Q3 2022 | $2,950,000 | +32.1% | 22,951 | +41.2% | 10.03% | +62.8% |
| Q2 2022 | $2,234,000 | -83.9% | 16,251 | -81.7% | 6.16% | -54.0% |
| Q1 2022 | $13,836,000 | -2.6% | 88,851 | -2.0% | 13.40% | +50.1% |
| Q4 2021 | $14,199,000 | +450.1% | 90,651 | +410.7% | 8.93% | +263.3% |
| Q3 2021 | $2,581,000 | +122.7% | 17,751 | +126.1% | 2.46% | +271.9% |
| Q2 2021 | $1,159,000 | -57.3% | 7,851 | -68.7% | 0.66% | -83.1% |
| Q2 2020 | $2,713,000 | +262.7% | 25,073 | +222.6% | 3.92% | -72.0% |
| Q1 2020 | $748,000 | -96.2% | 7,773 | -94.8% | 13.96% | +66.8% |
| Q4 2019 | $19,588,000 | +331.8% | 150,573 | +295.5% | 8.37% | +153.0% |
| Q3 2019 | $4,536,000 | -32.1% | 38,073 | -33.5% | 3.31% | -11.9% |
| Q2 2019 | $6,676,000 | +37.8% | 57,273 | +33.3% | 3.75% | +80.7% |
| Q1 2019 | $4,845,000 | -13.0% | 42,973 | -22.0% | 2.08% | -62.6% |
| Q4 2018 | $5,570,000 | +97.8% | 55,073 | +115.4% | 5.55% | +101.7% |
| Q2 2018 | $2,816,000 | +200.5% | 25,573 | +198.3% | 2.75% | +110.6% |
| Q1 2018 | $937,000 | -84.6% | 8,573 | -83.9% | 1.31% | -39.8% |
| Q4 2017 | $6,086,000 | +338.2% | 53,273 | +313.8% | 2.17% | +164.8% |
| Q3 2017 | $1,389,000 | -69.6% | 12,873 | -70.5% | 0.82% | -69.6% |
| Q2 2017 | $4,573,000 | +480.3% | 43,573 | +475.4% | 2.70% | +280.6% |
| Q1 2017 | $788,000 | -90.3% | 7,573 | -90.6% | 0.71% | -94.2% |
| Q4 2016 | $8,131,000 | – | 80,200 | – | 12.10% | – |
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% |