ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,350 | +7.7% | 3,168 | +12.8% | 0.05% | +6.7% |
| Q2 2023 | $452,606 | +7.3% | 2,808 | +1.1% | 0.04% | -2.2% |
| Q1 2023 | $421,642 | +0.7% | 2,778 | -3.8% | 0.05% | -8.0% |
| Q4 2022 | $418,909 | +12.9% | 2,888 | +0.1% | 0.05% | -5.7% |
| Q3 2022 | $371,000 | -4.9% | 2,885 | +1.7% | 0.05% | -20.9% |
| Q2 2022 | $390,000 | -12.8% | 2,838 | -1.1% | 0.07% | -5.6% |
| Q1 2022 | $447,000 | -8.6% | 2,870 | -8.0% | 0.07% | -9.0% |
| Q4 2021 | $489,000 | -2.4% | 3,119 | -9.4% | 0.08% | -21.2% |
| Q3 2021 | $501,000 | -2.3% | 3,443 | -1.0% | 0.10% | -16.8% |
| Q2 2021 | $513,000 | +1.8% | 3,477 | -2.5% | 0.12% | -19.6% |
| Q1 2021 | $504,000 | +7.2% | 3,566 | -2.9% | 0.15% | -7.5% |
| Q4 2020 | $470,000 | +7.6% | 3,674 | -5.4% | 0.16% | -10.6% |
| Q3 2020 | $437,000 | -10.6% | 3,884 | -14.1% | 0.18% | -22.8% |
| Q2 2020 | $489,000 | +0.4% | 4,521 | -10.7% | 0.23% | -23.9% |
| Q1 2020 | $487,000 | -36.0% | 5,064 | -13.4% | 0.30% | -30.4% |
| Q4 2019 | $761,000 | +7.9% | 5,846 | -1.2% | 0.44% | -5.0% |
| Q3 2019 | $705,000 | -1.0% | 5,916 | -3.2% | 0.46% | -12.9% |
| Q2 2019 | $712,000 | +2.9% | 6,109 | -0.5% | 0.53% | -3.5% |
| Q1 2019 | $692,000 | +14.2% | 6,142 | +2.6% | 0.55% | -2.1% |
| Q4 2018 | $606,000 | -45.3% | 5,988 | -38.3% | 0.56% | -39.8% |
| Q4 2017 | $1,108,000 | – | 9,701 | – | 0.93% | – |
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% |