ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,968,850 | -7.3% | 45,300 | -2.8% | 0.01% | 0.0% |
| Q2 2023 | $7,513,750 | +5.8% | 46,615 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $7,104,710 | +2.2% | 46,816 | -2.3% | 0.01% | -13.3% |
| Q4 2022 | $6,950,560 | +6.4% | 47,912 | -5.7% | 0.02% | 0.0% |
| Q3 2022 | $6,533,000 | -6.7% | 50,832 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $7,005,000 | -11.5% | 50,936 | +0.2% | 0.02% | -6.2% |
| Q1 2022 | $7,914,000 | -2.8% | 50,814 | -2.2% | 0.02% | +6.7% |
| Q4 2021 | $8,141,000 | +5.7% | 51,968 | -1.9% | 0.02% | -6.2% |
| Q3 2021 | $7,702,000 | -2.2% | 52,979 | -0.7% | 0.02% | -5.9% |
| Q2 2021 | $7,872,000 | +11.2% | 53,329 | -3.5% | 0.02% | -5.6% |
| Q1 2021 | $7,078,000 | 0.0% | 55,275 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $7,078,000 | +11.6% | 55,275 | -2.0% | 0.02% | 0.0% |
| Q3 2020 | $6,343,000 | -3.7% | 56,386 | -7.3% | 0.02% | -10.0% |
| Q2 2020 | $6,584,000 | +5.5% | 60,857 | -6.1% | 0.02% | -13.0% |
| Q1 2020 | $6,241,000 | -28.9% | 64,781 | -4.1% | 0.02% | -11.5% |
| Q4 2019 | $8,782,000 | -71.5% | 67,516 | -9.8% | 0.03% | -67.1% |
| Q3 2019 | $30,822,000 | +240.0% | 74,872 | -3.7% | 0.08% | +163.3% |
| Q2 2019 | $9,065,000 | -0.9% | 77,743 | -4.2% | 0.03% | -3.2% |
| Q1 2019 | $9,147,000 | -94.1% | 81,133 | -94.7% | 0.03% | -94.3% |
| Q4 2018 | $153,814,000 | -13.8% | 1,518,464 | -1.3% | 0.55% | -15.2% |
| Q3 2018 | $178,345,000 | +1.1% | 1,538,518 | -3.9% | 0.65% | +7.8% |
| Q2 2018 | $176,373,000 | +22.5% | 1,601,592 | +21.7% | 0.60% | +8.5% |
| Q1 2018 | $143,929,000 | +27.4% | 1,316,355 | +33.1% | 0.55% | +40.8% |
| Q4 2017 | $112,975,000 | +692.4% | 988,925 | +648.5% | 0.39% | +668.6% |
| Q3 2017 | $14,257,000 | +36.1% | 132,123 | +32.4% | 0.05% | +21.4% |
| Q2 2017 | $10,474,000 | -1.8% | 99,788 | -2.6% | 0.04% | -10.6% |
| Q1 2017 | $10,661,000 | -3.8% | 102,469 | -6.2% | 0.05% | -13.0% |
| Q4 2016 | $11,080,000 | +13.1% | 109,298 | +5.9% | 0.05% | +8.0% |
| Q3 2016 | $9,798,000 | +11.7% | 103,177 | +9.3% | 0.05% | -5.7% |
| Q2 2016 | $8,771,000 | +2.9% | 94,419 | -0.4% | 0.05% | 0.0% |
| Q1 2016 | $8,526,000 | -73.9% | 94,801 | -74.4% | 0.05% | -73.4% |
| Q4 2015 | $32,724,000 | +40.4% | 369,641 | +33.2% | 0.20% | -7.0% |
| Q3 2015 | $23,313,000 | +3464.7% | 277,438 | +3814.2% | 0.21% | +3466.7% |
| Q2 2015 | $654,000 | +125.5% | 7,088 | +126.1% | 0.01% | +100.0% |
| Q1 2015 | $290,000 | +108.6% | 3,135 | +110.8% | 0.00% | +200.0% |
| Q4 2014 | $139,000 | – | 1,487 | – | 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% |