ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,089,813 | +33.5% | 28,192 | +18.3% | 0.48% | +20.6% |
| Q3 2022 | $3,064,000 | -5.2% | 23,841 | +1.4% | 0.40% | -2.7% |
| Q2 2022 | $3,233,000 | -44.4% | 23,517 | -37.1% | 0.41% | -31.8% |
| Q1 2022 | $5,818,000 | +0.9% | 37,364 | +1.5% | 0.60% | +10.1% |
| Q4 2021 | $5,766,000 | +7.3% | 36,812 | -0.4% | 0.55% | -2.8% |
| Q3 2021 | $5,376,000 | -2.6% | 36,967 | -1.2% | 0.56% | 0.0% |
| Q2 2021 | $5,522,000 | +5.5% | 37,400 | +0.9% | 0.56% | -4.6% |
| Q1 2021 | $5,234,000 | +10.2% | 37,058 | -0.1% | 0.59% | +6.3% |
| Q4 2020 | $4,749,000 | +10.4% | 37,099 | -3.0% | 0.55% | -4.0% |
| Q3 2020 | $4,301,000 | +0.6% | 38,250 | -3.2% | 0.58% | 0.0% |
| Q2 2020 | $4,274,000 | -21.2% | 39,499 | -29.9% | 0.58% | -31.7% |
| Q1 2020 | $5,425,000 | -20.5% | 56,368 | +7.4% | 0.84% | +5.6% |
| Q4 2019 | $6,826,000 | +10.3% | 52,468 | +1.0% | 0.80% | +7.1% |
| Q3 2019 | $6,191,000 | +2.3% | 51,966 | +0.1% | 0.75% | +5.1% |
| Q2 2019 | $6,054,000 | -7.0% | 51,934 | -10.1% | 0.71% | -6.6% |
| Q1 2019 | $6,513,000 | +35.5% | 57,773 | +21.5% | 0.76% | +31.7% |
| Q4 2018 | $4,808,000 | +76.2% | 47,537 | +101.8% | 0.58% | +81.2% |
| Q3 2018 | $2,728,000 | +12.8% | 23,551 | +7.3% | 0.32% | +7.4% |
| Q2 2018 | $2,418,000 | -0.6% | 21,955 | -1.3% | 0.30% | -2.6% |
| Q1 2018 | $2,433,000 | -2.1% | 22,255 | +2.3% | 0.30% | -1.9% |
| Q4 2017 | $2,484,000 | +16.5% | 21,748 | +10.0% | 0.31% | +15.6% |
| Q3 2017 | $2,133,000 | +1.4% | 19,768 | -1.3% | 0.27% | -0.7% |
| Q2 2017 | $2,103,000 | +1.4% | 20,037 | +0.5% | 0.27% | +3.8% |
| Q1 2017 | $2,074,000 | 0.0% | 19,936 | -2.6% | 0.26% | -9.1% |
| Q4 2016 | $2,074,000 | +1.2% | 20,458 | -5.2% | 0.29% | +1.4% |
| Q3 2016 | $2,049,000 | +13.3% | 21,582 | +10.8% | 0.28% | +10.1% |
| Q2 2016 | $1,809,000 | +5.7% | 19,474 | +2.3% | 0.26% | +8.9% |
| Q1 2016 | $1,712,000 | +179.3% | 19,034 | +174.9% | 0.24% | +177.6% |
| Q4 2015 | $613,000 | +10.1% | 6,925 | +4.5% | 0.08% | -4.5% |
| Q3 2015 | $557,000 | +36.9% | 6,625 | +50.2% | 0.09% | +53.4% |
| Q2 2015 | $407,000 | -10.4% | 4,410 | -10.2% | 0.06% | -9.4% |
| Q1 2015 | $454,000 | -12.9% | 4,910 | -11.7% | 0.06% | -15.8% |
| Q4 2014 | $521,000 | +14.0% | 5,558 | +9.6% | 0.08% | -2.6% |
| Q3 2014 | $457,000 | -2.6% | 5,070 | -2.3% | 0.08% | +6.8% |
| Q2 2014 | $469,000 | -6.4% | 5,190 | -9.9% | 0.07% | -11.0% |
| Q1 2014 | $501,000 | -0.4% | 5,760 | -2.1% | 0.08% | +2.5% |
| Q4 2013 | $503,000 | -47.3% | 5,885 | -52.6% | 0.08% | -9.1% |
| Q3 2013 | $955,000 | +93.3% | 12,405 | +90.3% | 0.09% | -5.4% |
| Q2 2013 | $494,000 | – | 6,520 | – | 0.09% | – |
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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% |