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 | $6,765,729 | -49.7% | 43,979 | -47.2% | 0.04% | -46.3% |
| Q2 2023 | $13,438,733 | -8.4% | 83,372 | -13.8% | 0.08% | -14.6% |
| Q1 2023 | $14,670,943 | +136.4% | 96,672 | +126.0% | 0.10% | +123.3% |
| Q4 2022 | $6,204,934 | -25.2% | 42,772 | -33.8% | 0.04% | -28.3% |
| Q3 2022 | $8,299,000 | -39.1% | 64,572 | -34.9% | 0.06% | -34.8% |
| Q2 2022 | $13,632,000 | -1.4% | 99,172 | +11.7% | 0.09% | +21.1% |
| Q1 2022 | $13,824,000 | +98.4% | 88,772 | +99.6% | 0.08% | +117.1% |
| Q4 2021 | $6,966,000 | -59.4% | 44,472 | -62.3% | 0.04% | -61.5% |
| Q3 2021 | $17,155,000 | +21.3% | 117,972 | +23.2% | 0.09% | +89.6% |
| Q2 2021 | $14,138,000 | +10.7% | 95,760 | +5.9% | 0.05% | +6.7% |
| Q1 2021 | $12,774,000 | +138.5% | 90,440 | +116.2% | 0.04% | +125.0% |
| Q4 2020 | $5,356,000 | -49.2% | 41,840 | -55.4% | 0.02% | -60.8% |
| Q3 2020 | $10,543,000 | -5.2% | 93,760 | -8.8% | 0.05% | -5.6% |
| Q2 2020 | $11,125,000 | -23.8% | 102,813 | -32.2% | 0.05% | -32.5% |
| Q1 2020 | $14,604,000 | +98.1% | 151,733 | +167.8% | 0.08% | +185.7% |
| Q4 2019 | $7,371,000 | +141.3% | 56,660 | +121.0% | 0.03% | +133.3% |
| Q3 2019 | $3,055,000 | -66.4% | 25,640 | -67.1% | 0.01% | -65.7% |
| Q2 2019 | $9,085,000 | +54.8% | 77,940 | +49.7% | 0.04% | +59.1% |
| Q1 2019 | $5,869,000 | -46.9% | 52,060 | -52.4% | 0.02% | -51.1% |
| Q4 2018 | $11,061,000 | +201.1% | 109,360 | +244.9% | 0.04% | +275.0% |
| Q3 2018 | $3,673,000 | -31.4% | 31,708 | -34.8% | 0.01% | -36.8% |
| Q2 2018 | $5,358,000 | +11.9% | 48,648 | +11.1% | 0.02% | +11.8% |
| Q1 2018 | $4,788,000 | -16.2% | 43,788 | -12.4% | 0.02% | -10.5% |
| Q4 2017 | $5,711,000 | -15.0% | 49,988 | -21.9% | 0.02% | -20.8% |
| Q2 2017 | $6,717,000 | +5.5% | 63,998 | +4.6% | 0.02% | +4.3% |
| Q1 2017 | $6,365,000 | -29.6% | 61,180 | -31.4% | 0.02% | -34.3% |
| Q4 2016 | $9,037,000 | -99.8% | 89,140 | +71.3% | 0.04% | +75.0% |
| Q3 2016 | $4,942,003,000 | -54.6% | 52,043 | -55.6% | 0.02% | -56.5% |
| Q2 2016 | $10,877,289,000 | +91.0% | 117,086 | +84.9% | 0.05% | +109.1% |
| Q1 2016 | $5,696,000,000 | -63.2% | 63,338 | -63.8% | 0.02% | -65.6% |
| Q4 2015 | $15,468,000,000 | +106121.7% | 174,726 | +0.8% | 0.06% | 0.0% |
| Q3 2015 | $14,562,000 | -99.9% | 173,304 | +58.1% | 0.06% | +60.0% |
| Q2 2015 | $10,110,109,000 | -30.3% | 109,642 | -30.1% | 0.04% | -33.3% |
| Q1 2015 | $14,515,574,000 | -17.1% | 156,823 | -16.0% | 0.06% | -21.1% |
| Q4 2014 | $17,501,833,000 | +127.1% | 186,646 | +118.2% | 0.08% | +123.5% |
| Q3 2014 | $7,705,007,000 | -6.4% | 85,545 | -6.1% | 0.03% | -5.6% |
| Q2 2014 | $8,228,482,000 | +77.0% | 91,144 | +70.3% | 0.04% | +63.6% |
| Q1 2014 | $4,649,578,000 | -26.7% | 53,505 | -27.9% | 0.02% | -29.0% |
| Q4 2013 | $6,340,714,000 | +6.7% | 74,195 | -2.3% | 0.03% | -3.1% |
| Q3 2013 | $5,944,697,000 | +32.7% | 75,903 | +28.4% | 0.03% | +18.5% |
| Q2 2013 | $4,479,917,000 | – | 59,125 | – | 0.03% | – |
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% |