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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $33,884,935 | +25.2% | 219,068 | +30.5% | 1.19% | +26.8% |
Q2 2023 | $27,059,494 | +5.2% | 167,873 | -0.9% | 0.94% | +0.4% |
Q1 2023 | $25,710,509 | -12.3% | 169,416 | -16.2% | 0.94% | -11.8% |
Q4 2022 | $29,322,204 | +13.6% | 202,125 | +0.6% | 1.06% | +1.7% |
Q3 2022 | $25,823,000 | -7.0% | 200,925 | -0.5% | 1.04% | +1.5% |
Q2 2022 | $27,771,000 | -11.8% | 202,027 | -0.1% | 1.03% | -0.3% |
Q1 2022 | $31,491,000 | +10.3% | 202,231 | +11.0% | 1.03% | +14.4% |
Q4 2021 | $28,547,000 | +3207.9% | 182,259 | +2970.4% | 0.90% | +2715.6% |
Q3 2021 | $863,000 | -1.6% | 5,936 | -0.0% | 0.03% | -3.0% |
Q2 2021 | $877,000 | +13.5% | 5,937 | +8.5% | 0.03% | -5.7% |
Q1 2021 | $773,000 | +2.8% | 5,471 | -6.8% | 0.04% | -31.4% |
Q4 2020 | $752,000 | +13.9% | 5,870 | 0.0% | 0.05% | -5.6% |
Q3 2020 | $660,000 | +3.9% | 5,870 | 0.0% | 0.05% | -12.9% |
Q2 2020 | $635,000 | -99.9% | 5,870 | -22.7% | 0.06% | -40.4% |
Q1 2020 | $730,519,000 | -19.2% | 7,590 | +0.0% | 0.10% | -6.3% |
Q3 2019 | $904,249,000 | – | 7,589 | – | 0.11% | – |
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% |