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 | $2,008,074 | -9.9% | 13,053 | -5.6% | 0.07% | -14.1% |
| Q2 2023 | $2,229,419 | +1.1% | 13,831 | -4.8% | 0.08% | -1.3% |
| Q1 2023 | $2,204,126 | -66.3% | 14,524 | -67.8% | 0.08% | -68.3% |
| Q4 2022 | $6,549,876 | +14.2% | 45,150 | +1.2% | 0.25% | +5.1% |
| Q3 2022 | $5,734,000 | -1.0% | 44,616 | +5.9% | 0.24% | +3.9% |
| Q2 2022 | $5,792,000 | -9.0% | 42,134 | +3.1% | 0.23% | +6.5% |
| Q1 2022 | $6,364,000 | +6.0% | 40,871 | +6.6% | 0.21% | +12.0% |
| Q4 2021 | $6,003,000 | +5.2% | 38,327 | -2.3% | 0.19% | -2.1% |
| Q3 2021 | $5,704,000 | +4.9% | 39,222 | +6.5% | 0.20% | +3.7% |
| Q2 2021 | $5,439,000 | +7.7% | 36,843 | +3.0% | 0.19% | +0.5% |
| Q1 2021 | $5,052,000 | +20.2% | 35,769 | +9.0% | 0.19% | -2.6% |
| Q4 2020 | $4,202,000 | +19.6% | 32,826 | +5.1% | 0.19% | +5.5% |
| Q3 2020 | $3,512,000 | +1.2% | 31,236 | -2.6% | 0.18% | -6.2% |
| Q2 2020 | $3,469,000 | +15.1% | 32,055 | +2.4% | 0.19% | -9.8% |
| Q1 2020 | $3,013,000 | -25.9% | 31,303 | +0.1% | 0.22% | -6.1% |
| Q4 2019 | $4,066,000 | +10.5% | 31,257 | +1.2% | 0.23% | +3.2% |
| Q3 2019 | $3,679,000 | +3.5% | 30,884 | +1.3% | 0.22% | +2.3% |
| Q2 2019 | $3,554,000 | +4.2% | 30,486 | +0.8% | 0.22% | +2.4% |
| Q1 2019 | $3,410,000 | +11.3% | 30,251 | -0.2% | 0.21% | +2.4% |
| Q4 2018 | $3,065,000 | -13.5% | 30,301 | -0.9% | 0.21% | 0.0% |
| Q3 2018 | $3,542,000 | +2.0% | 30,574 | -3.1% | 0.21% | 0.0% |
| Q2 2018 | $3,474,000 | +0.2% | 31,549 | -0.5% | 0.21% | -6.3% |
| Q1 2018 | $3,467,000 | -8.4% | 31,711 | -4.3% | 0.22% | -7.1% |
| Q4 2017 | $3,785,000 | +2.1% | 33,131 | -3.5% | 0.24% | -17.1% |
| Q3 2017 | $3,706,000 | +5.0% | 34,347 | +2.1% | 0.29% | +0.3% |
| Q2 2017 | $3,529,000 | +4.1% | 33,625 | +3.2% | 0.29% | +1.8% |
| Q1 2017 | $3,390,000 | +3.2% | 32,588 | +0.6% | 0.28% | -7.9% |
| Q4 2016 | $3,285,000 | +23.4% | 32,405 | +15.6% | 0.30% | +24.0% |
| Q3 2016 | $2,663,000 | +44.7% | 28,041 | +41.6% | 0.25% | +12.3% |
| Q2 2016 | $1,840,000 | – | 19,808 | – | 0.22% | – |
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% |