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 | $4,550,280 | -4.6% | 29,578 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,767,678 | +8.6% | 29,578 | +2.3% | 0.00% | 0.0% |
| Q1 2023 | $4,388,596 | -14.7% | 28,918 | -18.4% | 0.00% | -33.3% |
| Q4 2022 | $5,143,602 | +12.9% | 35,456 | +0.0% | 0.00% | +50.0% |
| Q3 2022 | $4,556,000 | +138.8% | 35,453 | +155.5% | 0.00% | +100.0% |
| Q2 2022 | $1,908,000 | -8.2% | 13,877 | +4.0% | 0.00% | 0.0% |
| Q1 2022 | $2,078,000 | +14.2% | 13,344 | +14.8% | 0.00% | 0.0% |
| Q4 2021 | $1,820,000 | +6.4% | 11,625 | -1.2% | 0.00% | 0.0% |
| Q3 2021 | $1,711,000 | +3.6% | 11,765 | +5.2% | 0.00% | 0.0% |
| Q2 2021 | $1,651,000 | +152.8% | 11,179 | +142.0% | 0.00% | – |
| Q1 2021 | $653,000 | +25.8% | 4,620 | +14.0% | 0.00% | – |
| Q4 2020 | $519,000 | -6.7% | 4,052 | -18.0% | 0.00% | – |
| Q3 2020 | $556,000 | +131.7% | 4,942 | +134.0% | 0.00% | – |
| Q2 2020 | $240,000 | -6.2% | 2,112 | +7.5% | 0.00% | – |
| Q4 2019 | $256,000 | -82.7% | 1,965 | -84.1% | 0.00% | -100.0% |
| Q3 2019 | $1,477,000 | -27.5% | 12,392 | -29.1% | 0.00% | 0.0% |
| Q2 2019 | $2,037,000 | -1.3% | 17,477 | -4.5% | 0.00% | 0.0% |
| Q1 2019 | $2,063,000 | +9.2% | 18,297 | -2.1% | 0.00% | 0.0% |
| Q4 2018 | $1,890,000 | -12.3% | 18,682 | +0.5% | 0.00% | 0.0% |
| Q3 2018 | $2,154,000 | +1.5% | 18,592 | -3.5% | 0.00% | 0.0% |
| Q2 2018 | $2,122,000 | -98.0% | 19,267 | -98.1% | 0.00% | -98.2% |
| Q1 2018 | $108,646,000 | -9.5% | 993,654 | -5.4% | 0.06% | -5.2% |
| Q4 2017 | $120,038,000 | +3.3% | 1,050,759 | -2.4% | 0.06% | +1.8% |
| Q3 2017 | $116,153,000 | -4.0% | 1,076,396 | -6.7% | 0.06% | -5.0% |
| Q2 2017 | $121,029,000 | -6.5% | 1,153,096 | -7.3% | 0.06% | -9.1% |
| Q1 2017 | $129,421,000 | -1.1% | 1,243,955 | -3.7% | 0.07% | -2.9% |
| Q4 2016 | $130,912,000 | +59.0% | 1,291,304 | +48.9% | 0.07% | +58.1% |
| Q3 2016 | $82,341,000 | -53.3% | 867,117 | -54.3% | 0.04% | -54.7% |
| Q2 2016 | $176,430,000 | +34.6% | 1,899,136 | +30.3% | 0.10% | +35.7% |
| Q1 2016 | $131,093,000 | +243.6% | 1,457,553 | +238.2% | 0.07% | +268.4% |
| Q4 2015 | $38,156,000 | -37.7% | 430,998 | -40.9% | 0.02% | -36.7% |
| Q3 2015 | $61,244,000 | -8.4% | 728,841 | +0.5% | 0.03% | 0.0% |
| Q2 2015 | $66,878,000 | +0.3% | 725,274 | +0.7% | 0.03% | 0.0% |
| Q1 2015 | $66,652,000 | -2.2% | 720,095 | -0.9% | 0.03% | -3.2% |
| Q4 2014 | $68,129,000 | +18.6% | 726,556 | +13.9% | 0.03% | +19.2% |
| Q3 2014 | $57,433,000 | +23830.4% | 637,656 | +23908.1% | 0.03% | – |
| Q2 2014 | $240,000 | +3.9% | 2,656 | 0.0% | 0.00% | – |
| Q1 2014 | $231,000 | +1.8% | 2,656 | 0.0% | 0.00% | – |
| Q4 2013 | $227,000 | +9.1% | 2,656 | 0.0% | 0.00% | – |
| Q3 2013 | $208,000 | +3.5% | 2,656 | 0.0% | 0.00% | – |
| Q2 2013 | $201,000 | – | 2,656 | – | 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% |