ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,699 | -6.1% | 3,099 | -1.6% | 0.06% | -3.1% |
| Q2 2023 | $507,534 | -3.4% | 3,149 | -9.0% | 0.06% | -9.9% |
| Q1 2023 | $525,191 | +4.6% | 3,461 | 0.0% | 0.07% | -1.4% |
| Q4 2022 | $502,039 | +23.4% | 3,461 | +9.3% | 0.07% | +16.1% |
| Q3 2022 | $407,000 | -6.4% | 3,167 | 0.0% | 0.06% | +12.7% |
| Q2 2022 | $435,000 | -11.6% | 3,167 | +0.2% | 0.06% | -3.5% |
| Q1 2022 | $492,000 | +0.4% | 3,160 | +1.0% | 0.06% | +5.6% |
| Q4 2021 | $490,000 | +7.7% | 3,128 | 0.0% | 0.05% | -1.8% |
| Q3 2021 | $455,000 | -1.3% | 3,128 | +0.1% | 0.06% | -1.8% |
| Q2 2021 | $461,000 | +11.9% | 3,124 | +7.1% | 0.06% | +1.8% |
| Q1 2021 | $412,000 | +10.5% | 2,916 | +0.1% | 0.06% | +5.8% |
| Q4 2020 | $373,000 | +14.1% | 2,912 | +0.1% | 0.05% | 0.0% |
| Q3 2020 | $327,000 | +4.1% | 2,909 | +0.2% | 0.05% | -3.7% |
| Q2 2020 | $314,000 | +9.8% | 2,904 | -2.3% | 0.05% | -11.5% |
| Q1 2020 | $286,000 | -69.8% | 2,971 | -59.2% | 0.06% | -61.6% |
| Q4 2019 | $947,000 | +9.2% | 7,280 | +0.1% | 0.16% | -1.9% |
| Q3 2019 | $867,000 | +138.8% | 7,276 | +133.4% | 0.16% | +118.9% |
| Q2 2019 | $363,000 | +3.4% | 3,117 | +0.1% | 0.07% | +23.3% |
| Q1 2019 | $351,000 | +11.8% | 3,113 | +0.1% | 0.06% | -7.7% |
| Q4 2018 | $314,000 | -12.5% | 3,109 | +0.3% | 0.06% | +6.6% |
| Q3 2018 | $359,000 | +25.1% | 3,101 | +18.9% | 0.06% | +17.3% |
| Q2 2018 | $287,000 | +0.7% | 2,609 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $285,000 | -4.4% | 2,609 | +0.2% | 0.05% | -3.7% |
| Q4 2017 | $298,000 | – | 2,605 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |