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 | $1,097,802 | +30.1% | 7,136 | +36.3% | 0.04% | +35.5% |
| Q2 2023 | $843,992 | +106196.2% | 5,236 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $794 | +4.6% | 5,236 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $759 | -99.9% | 5,236 | 0.0% | 0.03% | +3.4% |
| Q3 2022 | $673,000 | -6.4% | 5,236 | 0.0% | 0.03% | -3.3% |
| Q2 2022 | $719,000 | +50.4% | 5,236 | +70.7% | 0.03% | +11.1% |
| Q1 2022 | $478,000 | -0.4% | 3,067 | 0.0% | 0.03% | +8.0% |
| Q4 2021 | $480,000 | +7.6% | 3,067 | 0.0% | 0.02% | -10.7% |
| Q3 2021 | $446,000 | -1.5% | 3,067 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $453,000 | +4.6% | 3,067 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $433,000 | +25.5% | 3,067 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $345,000 | +20.2% | 3,067 | +15.7% | 0.03% | +16.0% |
| Q2 2020 | $287,000 | +12.5% | 2,650 | 0.0% | 0.02% | -7.4% |
| Q1 2020 | $255,000 | -26.1% | 2,650 | 0.0% | 0.03% | -6.9% |
| Q4 2019 | $345,000 | +9.2% | 2,650 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $316,000 | +2.3% | 2,650 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $309,000 | +3.3% | 2,650 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $299,000 | +11.6% | 2,650 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $268,000 | -12.7% | 2,650 | 0.0% | 0.03% | -3.2% |
| Q3 2018 | $307,000 | +5.1% | 2,650 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $292,000 | +0.7% | 2,650 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $290,000 | -4.3% | 2,650 | 0.0% | 0.03% | -3.0% |
| Q4 2017 | $303,000 | -4.4% | 2,650 | -9.6% | 0.03% | -10.8% |
| Q3 2017 | $317,000 | +1.3% | 2,933 | -1.8% | 0.04% | -2.6% |
| Q2 2017 | $313,000 | +2.6% | 2,988 | +1.9% | 0.04% | -2.6% |
| Q1 2017 | $305,000 | +2.3% | 2,933 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $298,000 | +6.8% | 2,933 | 0.0% | 0.04% | +2.6% |
| Q3 2016 | $279,000 | +2.6% | 2,933 | 0.0% | 0.04% | +5.6% |
| Q2 2016 | $272,000 | +3.4% | 2,933 | 0.0% | 0.04% | -5.3% |
| Q1 2016 | $263,000 | -0.8% | 2,933 | -1.8% | 0.04% | +2.7% |
| Q4 2015 | $265,000 | +5.6% | 2,988 | 0.0% | 0.04% | -2.6% |
| Q3 2015 | $251,000 | – | 2,988 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |