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 | $9,960,738 | -6.6% | 64,427 | -2.6% | 0.41% | +4.6% |
| Q2 2023 | $10,664,970 | +0.7% | 66,164 | -5.2% | 0.39% | 0.0% |
| Q1 2023 | $10,592,634 | +8.5% | 69,799 | +3.7% | 0.39% | +1.8% |
| Q4 2022 | $9,763,296 | +15.5% | 67,301 | +2.3% | 0.38% | +1.6% |
| Q3 2022 | $8,456,000 | -4.6% | 65,793 | +2.1% | 0.38% | +1.1% |
| Q2 2022 | $8,860,000 | +7.0% | 64,455 | +21.2% | 0.37% | +28.4% |
| Q1 2022 | $8,281,000 | -2.9% | 53,180 | -2.3% | 0.29% | +1.0% |
| Q4 2021 | $8,526,000 | +22.1% | 54,435 | +13.3% | 0.29% | +10.9% |
| Q3 2021 | $6,984,000 | +6.8% | 48,024 | +8.4% | 0.26% | -9.2% |
| Q2 2021 | $6,541,000 | +9.3% | 44,307 | +4.5% | 0.28% | -9.8% |
| Q1 2021 | $5,987,000 | +10.2% | 42,387 | -0.1% | 0.32% | +1.3% |
| Q4 2020 | $5,432,000 | +12.1% | 42,425 | -1.3% | 0.31% | +0.3% |
| Q3 2020 | $4,847,000 | +66.4% | 42,998 | +59.8% | 0.31% | +52.0% |
| Q2 2020 | $2,912,000 | +9.3% | 26,910 | -2.8% | 0.20% | -6.4% |
| Q1 2020 | $2,665,000 | -51.1% | 27,679 | -34.0% | 0.22% | -40.1% |
| Q4 2019 | $5,454,000 | +9.5% | 41,924 | +0.3% | 0.36% | +1.4% |
| Q3 2019 | $4,979,000 | +6.3% | 41,788 | +4.0% | 0.36% | +4.7% |
| Q2 2019 | $4,682,000 | +8.7% | 40,162 | +5.1% | 0.34% | +8.2% |
| Q1 2019 | $4,307,000 | +471.2% | 38,204 | +412.5% | 0.32% | +359.4% |
| Q4 2018 | $754,000 | -13.1% | 7,455 | -0.5% | 0.07% | +1.5% |
| Q3 2018 | $868,000 | +5.0% | 7,495 | -0.2% | 0.07% | -1.4% |
| Q2 2018 | $827,000 | +0.4% | 7,512 | -0.3% | 0.07% | 0.0% |
| Q1 2018 | $824,000 | -4.4% | 7,532 | -0.2% | 0.07% | -1.4% |
| Q4 2017 | $862,000 | +8.0% | 7,549 | +2.1% | 0.07% | +2.9% |
| Q3 2017 | $798,000 | +2.8% | 7,391 | 0.0% | 0.07% | -1.4% |
| Q2 2017 | $776,000 | -1.6% | 7,391 | -2.5% | 0.07% | -1.4% |
| Q1 2017 | $789,000 | +2.6% | 7,581 | 0.0% | 0.07% | -5.4% |
| Q4 2016 | $769,000 | +6.8% | 7,581 | 0.0% | 0.07% | +8.8% |
| Q3 2016 | $720,000 | +2.3% | 7,581 | 0.0% | 0.07% | 0.0% |
| Q2 2016 | $704,000 | +3.2% | 7,581 | 0.0% | 0.07% | +3.0% |
| Q1 2016 | $682,000 | -2.3% | 7,581 | -3.9% | 0.07% | 0.0% |
| Q4 2015 | $698,000 | – | 7,886 | – | 0.07% | – |
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% |