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 | $16,431,958 | -2.9% | 106,812 | +1.7% | 0.00% | 0.0% |
| Q2 2023 | $16,923,660 | +5.3% | 104,992 | -0.8% | 0.00% | 0.0% |
| Q1 2023 | $16,066,528 | +6.8% | 105,868 | +2.1% | 0.00% | 0.0% |
| Q4 2022 | $15,047,531 | +17.8% | 103,726 | +4.4% | 0.00% | 0.0% |
| Q3 2022 | $12,773,000 | -4.8% | 99,389 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $13,421,000 | -10.5% | 97,641 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $14,997,000 | +5.4% | 96,304 | +6.0% | 0.00% | +50.0% |
| Q4 2021 | $14,229,000 | +11.5% | 90,847 | +3.5% | 0.00% | 0.0% |
| Q3 2021 | $12,763,000 | -0.8% | 87,768 | +0.8% | 0.00% | 0.0% |
| Q2 2021 | $12,860,000 | +22.8% | 87,102 | +17.5% | 0.00% | 0.0% |
| Q1 2021 | $10,471,000 | +6.8% | 74,132 | -3.2% | 0.00% | 0.0% |
| Q4 2020 | $9,804,000 | +25.4% | 76,575 | +10.1% | 0.00% | 0.0% |
| Q3 2020 | $7,818,000 | +8.8% | 69,530 | +4.7% | 0.00% | 0.0% |
| Q2 2020 | $7,186,000 | -9.0% | 66,403 | -19.1% | 0.00% | 0.0% |
| Q1 2020 | $7,901,000 | -32.7% | 82,088 | -9.0% | 0.00% | -33.3% |
| Q4 2019 | $11,734,000 | +14.5% | 90,205 | +4.9% | 0.00% | +50.0% |
| Q3 2019 | $10,247,000 | -4.1% | 86,002 | -6.2% | 0.00% | -33.3% |
| Q2 2019 | $10,686,000 | +3.5% | 91,669 | +0.1% | 0.00% | 0.0% |
| Q1 2019 | $10,321,000 | +22.6% | 91,546 | +10.0% | 0.00% | +50.0% |
| Q4 2018 | $8,420,000 | +23.0% | 83,247 | +40.9% | 0.00% | 0.0% |
| Q3 2018 | $6,844,000 | +6.8% | 59,083 | +1.6% | 0.00% | 0.0% |
| Q2 2018 | $6,407,000 | +0.6% | 58,179 | -0.1% | 0.00% | 0.0% |
| Q1 2018 | $6,367,000 | +8.1% | 58,230 | +12.9% | 0.00% | +100.0% |
| Q4 2017 | $5,892,000 | +45.2% | 51,580 | +37.2% | 0.00% | 0.0% |
| Q3 2017 | $4,058,000 | +8.4% | 37,605 | +5.4% | 0.00% | 0.0% |
| Q2 2017 | $3,744,000 | -12.1% | 35,678 | -12.8% | 0.00% | 0.0% |
| Q1 2017 | $4,257,000 | -8.2% | 40,915 | -10.5% | 0.00% | 0.0% |
| Q4 2016 | $4,637,000 | +2.1% | 45,738 | -4.4% | 0.00% | 0.0% |
| Q3 2016 | $4,543,000 | -14.1% | 47,837 | -16.0% | 0.00% | -50.0% |
| Q2 2016 | $5,289,000 | +4.5% | 56,939 | +1.1% | 0.00% | 0.0% |
| Q1 2016 | $5,063,000 | +22.7% | 56,294 | +20.7% | 0.00% | +100.0% |
| Q4 2015 | $4,127,000 | -1.9% | 46,622 | -6.8% | 0.00% | 0.0% |
| Q3 2015 | $4,205,000 | -8.2% | 50,041 | +0.7% | 0.00% | 0.0% |
| Q2 2015 | $4,583,000 | +0.1% | 49,696 | +0.5% | 0.00% | 0.0% |
| Q1 2015 | $4,578,000 | +1.8% | 49,463 | +3.1% | 0.00% | 0.0% |
| Q4 2014 | $4,498,000 | +6.8% | 47,967 | +2.6% | 0.00% | 0.0% |
| Q3 2014 | $4,210,000 | +63.4% | 46,740 | +63.8% | 0.00% | 0.0% |
| Q2 2014 | $2,576,000 | +36.3% | 28,532 | +31.2% | 0.00% | 0.0% |
| Q1 2014 | $1,890,000 | -3.2% | 21,754 | -4.9% | 0.00% | 0.0% |
| Q4 2013 | $1,953,000 | +8.1% | 22,864 | -0.9% | 0.00% | 0.0% |
| Q3 2013 | $1,806,000 | +15.4% | 23,069 | +11.6% | 0.00% | 0.0% |
| Q2 2013 | $1,565,000 | – | 20,664 | – | 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% |