ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,299,560 | -4.8% | 346,461 | -0.3% | 0.25% | 0.0% |
| Q2 2023 | $56,016,104 | +9.6% | 347,516 | +3.2% | 0.25% | +3.8% |
| Q1 2023 | $51,093,343 | +0.5% | 336,672 | -3.9% | 0.24% | -2.5% |
| Q4 2022 | $50,849,356 | -5.0% | 350,516 | -15.8% | 0.24% | -12.9% |
| Q3 2022 | $53,499,000 | -8.6% | 416,266 | -2.2% | 0.28% | -1.1% |
| Q2 2022 | $58,510,000 | +5.1% | 425,652 | +19.1% | 0.28% | +24.7% |
| Q1 2022 | $55,651,000 | +21.2% | 357,379 | +21.9% | 0.23% | +26.8% |
| Q4 2021 | $45,935,000 | +10.8% | 293,271 | +2.9% | 0.18% | -0.6% |
| Q3 2021 | $41,458,000 | -1.5% | 285,091 | -0.0% | 0.18% | -2.7% |
| Q2 2021 | $42,103,000 | +3.0% | 285,175 | -1.4% | 0.18% | -2.6% |
| Q1 2021 | $40,859,000 | +9.9% | 289,287 | -0.4% | 0.19% | +3.8% |
| Q4 2020 | $37,194,000 | +21.2% | 290,530 | +6.4% | 0.18% | +7.6% |
| Q3 2020 | $30,694,000 | +2.1% | 272,960 | -1.8% | 0.17% | -5.6% |
| Q2 2020 | $30,076,000 | +58.0% | 277,938 | +40.6% | 0.18% | +32.4% |
| Q1 2020 | $19,033,000 | -29.3% | 197,748 | -4.5% | 0.14% | -9.3% |
| Q4 2019 | $26,934,000 | +11.8% | 207,044 | +2.4% | 0.15% | +4.2% |
| Q3 2019 | $24,087,000 | -2.0% | 202,172 | -4.1% | 0.14% | -4.0% |
| Q2 2019 | $24,586,000 | -6.4% | 210,914 | -9.4% | 0.15% | -11.2% |
| Q1 2019 | $26,260,000 | +10.8% | 232,921 | -0.6% | 0.17% | -1.7% |
| Q4 2018 | $23,700,000 | -5.8% | 234,333 | +7.8% | 0.17% | +7.5% |
| Q3 2018 | $25,172,000 | +19.7% | 217,301 | +13.8% | 0.16% | +11.9% |
| Q2 2018 | $21,029,000 | +3.1% | 190,951 | +2.4% | 0.14% | +2.9% |
| Q1 2018 | $20,396,000 | +5.1% | 186,541 | +9.8% | 0.14% | +5.3% |
| Q4 2017 | $19,409,000 | +5.8% | 169,895 | -0.1% | 0.13% | +0.8% |
| Q3 2017 | $18,353,000 | +8.1% | 170,079 | +5.1% | 0.13% | +4.8% |
| Q2 2017 | $16,985,000 | +0.3% | 161,822 | -0.5% | 0.12% | -2.3% |
| Q1 2017 | $16,929,000 | +20.1% | 162,712 | +17.1% | 0.13% | +12.3% |
| Q4 2016 | $14,091,000 | +13.1% | 138,996 | +5.9% | 0.11% | +10.7% |
| Q3 2016 | $12,459,000 | -7.0% | 131,204 | -9.0% | 0.10% | -9.6% |
| Q2 2016 | $13,393,000 | +0.2% | 144,170 | -3.0% | 0.11% | -1.7% |
| Q1 2016 | $13,369,000 | +5.6% | 148,656 | +4.0% | 0.12% | +4.5% |
| Q4 2015 | $12,658,000 | +6.6% | 142,981 | +1.2% | 0.11% | +0.9% |
| Q3 2015 | $11,873,000 | -5.2% | 141,293 | +4.1% | 0.11% | +0.9% |
| Q2 2015 | $12,518,000 | -2.5% | 135,756 | -2.2% | 0.11% | -1.8% |
| Q1 2015 | $12,842,000 | +7.6% | 138,742 | +9.0% | 0.11% | +8.8% |
| Q4 2014 | $11,930,000 | +19.9% | 127,231 | +15.2% | 0.10% | +12.1% |
| Q3 2014 | $9,951,000 | +4.0% | 110,486 | +4.3% | 0.09% | +4.6% |
| Q2 2014 | $9,564,000 | +7.8% | 105,938 | +3.7% | 0.09% | +4.8% |
| Q1 2014 | $8,873,000 | +2.7% | 102,110 | +1.0% | 0.08% | 0.0% |
| Q4 2013 | $8,637,000 | +6.1% | 101,065 | -2.8% | 0.08% | -1.2% |
| Q3 2013 | $8,144,000 | +1.1% | 103,984 | -2.2% | 0.08% | -2.3% |
| Q2 2013 | $8,053,000 | – | 106,286 | – | 0.09% | – |
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% |