ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $3,496,000 | -45.1% | 22,451 | -44.7% | 1.19% | -45.3% |
| Q4 2021 | $6,363,000 | -13.7% | 40,621 | -18.7% | 2.18% | -24.3% |
| Q3 2021 | $7,374,000 | 0.0% | 49,949 | 0.0% | 2.88% | 0.0% |
| Q2 2021 | $7,374,000 | +22.4% | 49,949 | +6.1% | 2.88% | -5.3% |
| Q1 2021 | $6,024,000 | 0.0% | 47,057 | 0.0% | 3.04% | +0.0% |
| Q4 2020 | $6,024,000 | +16.7% | 47,057 | +2.5% | 3.03% | +45.5% |
| Q3 2020 | $5,160,000 | -5.4% | 45,888 | -9.0% | 2.08% | -23.9% |
| Q2 2020 | $5,457,000 | +60.3% | 50,431 | +42.6% | 2.74% | +37.8% |
| Q1 2020 | $3,404,000 | -56.8% | 35,364 | -46.6% | 1.99% | -49.4% |
| Q3 2019 | $7,887,000 | -5.7% | 66,199 | -7.8% | 3.93% | -10.1% |
| Q2 2019 | $8,366,000 | -2.8% | 71,768 | -6.0% | 4.37% | -2.5% |
| Q1 2019 | $8,603,000 | -3.4% | 76,312 | -13.4% | 4.48% | -20.4% |
| Q4 2018 | $8,910,000 | -12.3% | 88,095 | +0.5% | 5.63% | -3.4% |
| Q3 2018 | $10,154,000 | +37.8% | 87,657 | +31.0% | 5.83% | +24.1% |
| Q2 2018 | $7,368,000 | -3.3% | 66,906 | -4.0% | 4.69% | -5.2% |
| Q1 2018 | $7,620,000 | -27.2% | 69,693 | -23.9% | 4.95% | -30.1% |
| Q4 2017 | $10,462,000 | +9.5% | 91,583 | +3.4% | 7.08% | +4.1% |
| Q3 2017 | $9,555,000 | -20.0% | 88,546 | -22.2% | 6.80% | -20.7% |
| Q2 2017 | $11,939,000 | -12.8% | 113,750 | -13.6% | 8.58% | -16.4% |
| Q1 2017 | $13,698,000 | -14.5% | 131,660 | -16.7% | 10.26% | -23.8% |
| Q4 2016 | $16,017,000 | – | 157,994 | – | 13.47% | – |
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% |