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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,721,885 | +2.9% | 85,129 | -3.1% | 1.57% | -3.8% |
| Q1 2023 | $13,338,706 | +1.5% | 87,893 | -3.0% | 1.64% | +0.1% |
| Q4 2022 | $13,141,434 | +34.0% | 90,587 | +18.8% | 1.63% | +25.4% |
| Q3 2022 | $9,804,000 | -2.5% | 76,283 | +4.2% | 1.30% | +5.3% |
| Q2 2022 | $10,059,000 | -1.1% | 73,177 | +12.1% | 1.24% | +14.1% |
| Q1 2022 | $10,167,000 | +13.8% | 65,293 | +14.4% | 1.08% | +14.7% |
| Q4 2021 | $8,938,000 | +12.1% | 57,065 | +4.1% | 0.95% | +7.7% |
| Q3 2021 | $7,975,000 | +1.4% | 54,839 | +2.9% | 0.88% | +0.8% |
| Q2 2021 | $7,867,000 | +4.8% | 53,284 | +0.3% | 0.87% | -1.6% |
| Q1 2021 | $7,506,000 | +14.8% | 53,146 | +4.0% | 0.88% | -3.8% |
| Q4 2020 | $6,540,000 | +24.8% | 51,082 | +9.6% | 0.92% | +7.9% |
| Q3 2020 | $5,241,000 | +13.6% | 46,610 | +9.3% | 0.85% | +5.2% |
| Q2 2020 | $4,614,000 | +74.8% | 42,641 | +55.5% | 0.81% | +51.9% |
| Q1 2020 | $2,640,000 | -18.3% | 27,426 | +10.4% | 0.53% | -36.0% |
| Q4 2019 | $3,232,000 | +2.3% | 24,848 | -6.3% | 0.83% | +3.1% |
| Q3 2019 | $3,158,000 | +6.3% | 26,509 | +4.0% | 0.81% | 0.0% |
| Q2 2019 | $2,970,000 | +9.2% | 25,480 | +5.6% | 0.81% | +2.4% |
| Q1 2019 | $2,720,000 | -3.4% | 24,123 | -13.3% | 0.79% | -18.5% |
| Q4 2018 | $2,815,000 | +232.0% | 27,834 | +280.1% | 0.97% | +253.6% |
| Q3 2018 | $848,000 | +4.7% | 7,322 | -0.5% | 0.27% | -0.7% |
| Q2 2018 | $810,000 | +9.5% | 7,356 | +8.8% | 0.28% | -0.7% |
| Q1 2018 | $740,000 | +15.8% | 6,764 | +20.9% | 0.28% | -3.1% |
| Q4 2017 | $639,000 | +146.7% | 5,596 | +132.8% | 0.29% | +124.2% |
| Q3 2017 | $259,000 | -10.1% | 2,404 | -12.3% | 0.13% | +1.6% |
| Q2 2017 | $288,000 | – | 2,740 | – | 0.13% | – |
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% |