ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,152,890 | -5.8% | 20,495 | -1.3% | 0.95% | -1.2% |
| Q2 2023 | $3,346,724 | +7.2% | 20,763 | +0.9% | 0.96% | +1.5% |
| Q1 2023 | $3,121,873 | +3.8% | 20,571 | -0.8% | 0.95% | -3.5% |
| Q4 2022 | $3,007,218 | +9.3% | 20,729 | -3.2% | 0.98% | -0.9% |
| Q3 2022 | $2,751,000 | -6.2% | 21,404 | +0.3% | 0.99% | -10.8% |
| Q2 2022 | $2,934,000 | -8.0% | 21,348 | +4.2% | 1.11% | -5.8% |
| Q1 2022 | $3,190,000 | -0.5% | 20,483 | +0.0% | 1.18% | -0.9% |
| Q4 2021 | $3,207,000 | +7.2% | 20,476 | -0.5% | 1.19% | -0.1% |
| Q3 2021 | $2,993,000 | -1.2% | 20,585 | +0.3% | 1.19% | -2.8% |
| Q2 2021 | $3,030,000 | +2.6% | 20,525 | -1.9% | 1.23% | -1.4% |
| Q1 2021 | $2,954,000 | +9.3% | 20,917 | -0.9% | 1.25% | +1.6% |
| Q4 2020 | $2,703,000 | +14.5% | 21,116 | +0.6% | 1.23% | +0.4% |
| Q3 2020 | $2,360,000 | +5.1% | 20,990 | +1.2% | 1.22% | -2.0% |
| Q2 2020 | $2,245,000 | +16.1% | 20,749 | -0.4% | 1.25% | +4.3% |
| Q1 2020 | $1,933,000 | -32.3% | 20,838 | -5.1% | 1.20% | +3.6% |
| Q4 2019 | $2,855,000 | +7.3% | 21,948 | -1.8% | 1.15% | +8.7% |
| Q3 2019 | $2,662,000 | -0.4% | 22,344 | -0.6% | 1.06% | +2.4% |
| Q2 2019 | $2,672,000 | +0.7% | 22,482 | -1.6% | 1.04% | -3.8% |
| Q1 2019 | $2,653,000 | +12.9% | 22,849 | -1.6% | 1.08% | -6.2% |
| Q4 2018 | $2,349,000 | -8.8% | 23,230 | -0.0% | 1.15% | -0.2% |
| Q3 2018 | $2,577,000 | -0.8% | 23,238 | -1.5% | 1.15% | -1.5% |
| Q2 2018 | $2,599,000 | +0.2% | 23,600 | -0.6% | 1.17% | -5.3% |
| Q1 2018 | $2,595,000 | -3.9% | 23,731 | +0.4% | 1.23% | -3.9% |
| Q4 2017 | $2,701,000 | – | 23,648 | – | 1.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |