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 | $5,258,558 | -0.2% | 34,182 | +4.6% | 0.20% | +2.5% |
| Q2 2023 | $5,268,333 | +7.5% | 32,684 | +1.2% | 0.20% | +1.0% |
| Q1 2023 | $4,898,964 | +5.5% | 32,281 | +0.8% | 0.20% | +2.1% |
| Q4 2022 | $4,643,545 | +24.7% | 32,009 | +10.5% | 0.19% | +12.2% |
| Q3 2022 | $3,724,000 | -2.5% | 28,976 | +4.3% | 0.17% | +3.0% |
| Q2 2022 | $3,819,000 | -7.9% | 27,783 | +4.3% | 0.17% | +4.4% |
| Q1 2022 | $4,146,000 | +12.2% | 26,626 | +12.8% | 0.16% | +17.6% |
| Q4 2021 | $3,696,000 | +20.0% | 23,595 | +11.3% | 0.14% | +11.5% |
| Q3 2021 | $3,081,000 | -1.2% | 21,190 | +0.3% | 0.12% | -0.8% |
| Q2 2021 | $3,119,000 | +158.6% | 21,123 | +68.6% | 0.12% | +64.0% |
| Q1 2021 | $1,206,000 | -47.6% | 12,527 | -30.3% | 0.08% | -16.7% |
| Q4 2020 | $2,302,000 | +56.6% | 17,982 | +37.5% | 0.09% | +42.9% |
| Q3 2020 | $1,470,000 | +9.0% | 13,074 | +4.9% | 0.06% | +3.3% |
| Q2 2020 | $1,349,000 | +11.9% | 12,463 | -0.5% | 0.06% | -4.7% |
| Q1 2020 | $1,206,000 | -10.7% | 12,527 | +20.7% | 0.06% | -4.5% |
| Q4 2019 | $1,351,000 | +14.9% | 10,382 | +5.2% | 0.07% | +6.3% |
| Q3 2019 | $1,176,000 | +6.7% | 9,873 | +4.5% | 0.06% | +5.0% |
| Q2 2019 | $1,102,000 | +3.4% | 9,452 | 0.0% | 0.06% | -1.6% |
| Q1 2019 | $1,066,000 | +91.7% | 9,452 | +72.0% | 0.06% | +69.4% |
| Q4 2018 | $556,000 | -12.6% | 5,494 | 0.0% | 0.04% | +2.9% |
| Q3 2018 | $636,000 | +5.1% | 5,494 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $605,000 | +0.7% | 5,494 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $601,000 | -4.3% | 5,494 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $628,000 | +5.9% | 5,494 | 0.0% | 0.03% | +3.0% |
| Q3 2017 | $593,000 | +2.8% | 5,494 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $577,000 | +0.9% | 5,494 | 0.0% | 0.03% | -2.9% |
| Q1 2017 | $572,000 | -30.8% | 5,494 | -32.7% | 0.03% | -34.6% |
| Q4 2016 | $827,000 | +2.4% | 8,161 | -4.1% | 0.05% | +2.0% |
| Q3 2016 | $808,000 | +10.5% | 8,511 | +8.1% | 0.05% | +8.5% |
| Q2 2016 | $731,000 | +6.2% | 7,871 | +2.8% | 0.05% | +4.4% |
| Q1 2016 | $688,000 | +1.5% | 7,654 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $678,000 | +5.4% | 7,654 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $643,000 | -8.9% | 7,654 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $706,000 | -0.3% | 7,654 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $708,000 | +3.4% | 7,654 | +4.8% | 0.04% | +4.7% |
| Q4 2014 | $685,000 | +11.2% | 7,304 | +6.8% | 0.04% | +7.5% |
| Q3 2014 | $616,000 | -0.2% | 6,836 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $617,000 | -9.4% | 6,836 | -12.8% | 0.04% | -14.9% |
| Q1 2014 | $681,000 | -28.8% | 7,841 | -29.9% | 0.05% | -31.9% |
| Q4 2013 | $956,000 | +17.4% | 11,184 | +7.6% | 0.07% | +6.2% |
| Q3 2013 | $814,000 | – | 10,391 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |