ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,388,682 | -5.7% | 139,032 | -1.2% | 0.04% | -2.8% |
| Q2 2023 | $22,682,581 | +4.4% | 140,720 | -1.7% | 0.04% | 0.0% |
| Q1 2023 | $21,732,659 | +1.2% | 143,204 | -3.2% | 0.04% | -2.7% |
| Q4 2022 | $21,464,908 | +9.4% | 147,961 | -3.1% | 0.04% | +2.8% |
| Q3 2022 | $19,622,000 | -7.3% | 152,676 | +1.0% | 0.04% | 0.0% |
| Q2 2022 | $21,163,000 | -8.3% | 151,199 | +2.5% | 0.04% | +5.9% |
| Q1 2022 | $23,088,000 | +3.3% | 147,554 | +3.4% | 0.03% | +6.2% |
| Q4 2021 | $22,360,000 | +4.5% | 142,760 | -1.2% | 0.03% | 0.0% |
| Q3 2021 | $21,402,000 | -0.9% | 144,447 | -0.9% | 0.03% | -3.0% |
| Q2 2021 | $21,586,000 | -2.5% | 145,701 | -6.5% | 0.03% | -10.8% |
| Q1 2021 | $22,135,000 | +9.6% | 155,757 | -1.3% | 0.04% | 0.0% |
| Q4 2020 | $20,196,000 | +17.5% | 157,755 | +1.8% | 0.04% | +2.8% |
| Q3 2020 | $17,190,000 | +5.0% | 154,987 | -0.0% | 0.04% | 0.0% |
| Q2 2020 | $16,378,000 | +28.7% | 155,038 | +16.3% | 0.04% | +16.1% |
| Q1 2020 | $12,726,000 | -17.4% | 133,351 | +12.6% | 0.03% | 0.0% |
| Q4 2019 | $15,407,000 | +9.1% | 118,426 | -0.5% | 0.03% | 0.0% |
| Q3 2019 | $14,121,000 | -1.6% | 118,983 | -3.4% | 0.03% | -3.1% |
| Q2 2019 | $14,354,000 | +7.2% | 123,130 | +3.6% | 0.03% | +3.2% |
| Q1 2019 | $13,394,000 | +11.8% | 118,805 | -0.2% | 0.03% | +3.3% |
| Q4 2018 | $11,975,000 | +0.3% | 119,074 | +15.6% | 0.03% | +11.1% |
| Q3 2018 | $11,934,000 | -98.1% | 103,020 | -98.1% | 0.03% | -98.1% |
| Q2 2018 | $612,124,000 | -37.7% | 5,560,702 | -38.1% | 1.43% | -40.1% |
| Q1 2018 | $982,755,000 | +10.8% | 8,988,059 | +15.8% | 2.38% | +7.2% |
| Q4 2017 | $886,690,000 | +25.5% | 7,761,638 | +18.6% | 2.22% | +15.6% |
| Q3 2017 | $706,485,000 | +26.9% | 6,546,979 | +23.4% | 1.92% | +16.8% |
| Q2 2017 | $556,791,000 | +31.0% | 5,304,789 | +29.9% | 1.64% | +19.7% |
| Q1 2017 | $424,973,000 | +46.2% | 4,084,710 | +42.4% | 1.37% | +28.7% |
| Q4 2016 | $290,751,000 | +117.5% | 2,867,925 | +103.8% | 1.07% | +100.0% |
| Q3 2016 | $133,654,000 | +469.5% | 1,407,476 | +457.1% | 0.53% | +428.7% |
| Q2 2016 | $23,469,000 | +107.5% | 252,622 | +100.9% | 0.10% | +50.7% |
| Q1 2016 | $11,308,000 | -4.4% | 125,738 | -5.9% | 0.07% | -9.5% |
| Q4 2015 | $11,833,000 | +8.9% | 133,655 | +3.3% | 0.07% | +5.7% |
| Q3 2015 | $10,869,000 | -5.7% | 129,343 | +3.5% | 0.07% | -4.1% |
| Q2 2015 | $11,521,000 | +2.3% | 124,955 | +2.7% | 0.07% | -1.4% |
| Q1 2015 | $11,262,000 | +18.9% | 121,691 | +20.5% | 0.07% | +13.8% |
| Q4 2014 | $9,470,000 | +8.1% | 100,984 | +3.8% | 0.06% | +3.2% |
| Q3 2014 | $8,764,000 | -1.5% | 97,298 | -1.2% | 0.06% | -6.0% |
| Q2 2014 | $8,893,000 | +4.0% | 98,504 | +0.1% | 0.07% | -4.3% |
| Q1 2014 | $8,552,000 | +4.5% | 98,416 | +2.8% | 0.07% | -2.8% |
| Q4 2013 | $8,184,000 | +17.4% | 95,750 | +7.6% | 0.07% | +7.5% |
| Q3 2013 | $6,969,000 | +11.1% | 88,983 | +7.5% | 0.07% | 0.0% |
| Q2 2013 | $6,274,000 | – | 82,806 | – | 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% |