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 | $49,543 | -6.9% | 322,045 | -2.4% | 0.03% | -8.8% |
| Q2 2023 | $53,197 | +5.8% | 330,026 | -0.4% | 0.03% | +47.8% |
| Q1 2023 | $50,264 | +0.9% | 331,201 | -3.5% | 0.02% | +4.5% |
| Q4 2022 | $49,792 | -99.9% | 343,226 | +1.2% | 0.02% | -54.2% |
| Q3 2022 | $43,589,000 | -19.5% | 339,162 | -13.9% | 0.05% | +45.5% |
| Q2 2022 | $54,151,000 | -10.4% | 393,936 | +1.5% | 0.03% | -29.8% |
| Q1 2022 | $60,448,000 | -52.9% | 388,186 | -52.6% | 0.05% | +95.8% |
| Q4 2021 | $128,390,000 | +131.5% | 819,704 | +114.9% | 0.02% | -4.0% |
| Q3 2021 | $55,455,000 | -9.0% | 381,350 | -7.6% | 0.02% | -13.8% |
| Q2 2021 | $60,950,000 | +2.7% | 412,822 | -1.8% | 0.03% | -9.4% |
| Q1 2021 | $59,354,000 | +26.8% | 420,228 | +14.9% | 0.03% | +28.0% |
| Q4 2020 | $46,804,000 | +3.7% | 365,603 | -8.9% | 0.02% | -7.4% |
| Q3 2020 | $45,132,000 | +2976.5% | 401,351 | +2861.6% | 0.03% | +2600.0% |
| Q2 2020 | $1,467,000 | +13.0% | 13,552 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $1,298,000 | -28.1% | 13,481 | -2.8% | 0.00% | 0.0% |
| Q4 2019 | $1,805,000 | -60.2% | 13,875 | -63.6% | 0.00% | -66.7% |
| Q3 2019 | $4,540,000 | +4.0% | 38,106 | +1.8% | 0.00% | 0.0% |
| Q2 2019 | $4,364,000 | +3.2% | 37,438 | -0.1% | 0.00% | 0.0% |
| Q1 2019 | $4,227,000 | +38.3% | 37,490 | +24.0% | 0.00% | +50.0% |
| Q4 2018 | $3,057,000 | +251.8% | 30,234 | +303.1% | 0.00% | +100.0% |
| Q3 2018 | $869,000 | -27.7% | 7,500 | -31.3% | 0.00% | 0.0% |
| Q2 2018 | $1,202,000 | +46.6% | 10,911 | +45.5% | 0.00% | 0.0% |
| Q1 2018 | $820,000 | -4.7% | 7,500 | -0.3% | 0.00% | 0.0% |
| Q4 2017 | $860,000 | -35.9% | 7,526 | -39.5% | 0.00% | 0.0% |
| Q3 2017 | $1,342,000 | +220.3% | 12,443 | +211.6% | 0.00% | – |
| Q2 2017 | $419,000 | +897.6% | 3,993 | +898.2% | 0.00% | – |
| Q1 2017 | $42,000 | +40.0% | 400 | +33.3% | 0.00% | – |
| Q4 2016 | $30,000 | -95.8% | 300 | -96.4% | 0.00% | -100.0% |
| Q3 2015 | $707,000 | -43.5% | 8,410 | -38.0% | 0.00% | 0.0% |
| Q2 2015 | $1,251,000 | -45.0% | 13,555 | -45.1% | 0.00% | -66.7% |
| Q1 2015 | $2,274,000 | +37.2% | 24,673 | +38.5% | 0.00% | +50.0% |
| Q4 2014 | $1,657,000 | +57.7% | 17,814 | +52.8% | 0.00% | +100.0% |
| Q3 2014 | $1,051,000 | -16.7% | 11,656 | -16.6% | 0.00% | 0.0% |
| Q2 2014 | $1,262,000 | +294.4% | 13,969 | +276.0% | 0.00% | – |
| Q1 2014 | $320,000 | +162.3% | 3,715 | +158.0% | 0.00% | – |
| Q4 2013 | $122,000 | -2.4% | 1,440 | -10.0% | 0.00% | – |
| Q3 2013 | $125,000 | +3.3% | 1,600 | 0.0% | 0.00% | – |
| Q2 2013 | $121,000 | – | 1,600 | – | 0.00% | – |
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% |