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 | $2,758,689 | -3.6% | 17,932 | +1.0% | 0.13% | -3.8% |
| Q2 2023 | $2,860,853 | +11.9% | 17,748 | +5.4% | 0.13% | +6.5% |
| Q1 2023 | $2,556,036 | +21.0% | 16,843 | +15.6% | 0.12% | +6.0% |
| Q4 2022 | $2,112,867 | -1.5% | 14,564 | -12.7% | 0.12% | -15.3% |
| Q3 2022 | $2,145,000 | +23.4% | 16,692 | +32.0% | 0.14% | +25.7% |
| Q2 2022 | $1,738,000 | -12.6% | 12,641 | -1.0% | 0.11% | +7.9% |
| Q1 2022 | $1,989,000 | +3.8% | 12,773 | +4.4% | 0.10% | -2.9% |
| Q4 2021 | $1,916,000 | +43.6% | 12,230 | +33.4% | 0.10% | +36.8% |
| Q3 2021 | $1,334,000 | -1.5% | 9,170 | 0.0% | 0.08% | -7.3% |
| Q2 2021 | $1,354,000 | +4.6% | 9,170 | 0.0% | 0.08% | +36.7% |
| Q1 2021 | $1,295,000 | +10.3% | 9,170 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $1,174,000 | +119.4% | 9,170 | +92.9% | 0.06% | +27.7% |
| Q3 2020 | $535,000 | +1.9% | 4,754 | -2.1% | 0.05% | -2.1% |
| Q2 2020 | $525,000 | +2.7% | 4,854 | 0.0% | 0.05% | -11.1% |
| Q1 2020 | $511,000 | -17.3% | 4,854 | +2.1% | 0.05% | -10.0% |
| Q4 2019 | $618,000 | +4.2% | 4,753 | -4.5% | 0.06% | -7.7% |
| Q3 2019 | $593,000 | +2.2% | 4,978 | 0.0% | 0.06% | -1.5% |
| Q2 2019 | $580,000 | +3.4% | 4,978 | 0.0% | 0.07% | -2.9% |
| Q1 2019 | $561,000 | +11.5% | 4,978 | 0.0% | 0.07% | -4.2% |
| Q4 2018 | $503,000 | -6.7% | 4,978 | +1.3% | 0.07% | -2.7% |
| Q3 2018 | $539,000 | +2.1% | 4,916 | +5.6% | 0.07% | -1.4% |
| Q2 2018 | $528,000 | -44.5% | 4,656 | -46.5% | 0.07% | -51.6% |
| Q1 2018 | $951,000 | +95.7% | 8,702 | +104.7% | 0.15% | +91.2% |
| Q4 2017 | $486,000 | +5.9% | 4,252 | -0.1% | 0.08% | -23.1% |
| Q3 2017 | $459,000 | – | 4,255 | – | 0.10% | – |
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% |