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 | $916,984 | -6.5% | 5,961 | -2.1% | 0.01% | 0.0% |
| Q2 2023 | $980,944 | +6.0% | 6,086 | -0.2% | 0.01% | 0.0% |
| Q1 2023 | $925,408 | +3.7% | 6,098 | -0.8% | 0.01% | 0.0% |
| Q4 2022 | $892,146 | +5.7% | 6,150 | -6.3% | 0.01% | -7.7% |
| Q3 2022 | $844,000 | +0.5% | 6,565 | +7.4% | 0.01% | +8.3% |
| Q2 2022 | $840,000 | -5.8% | 6,114 | +6.7% | 0.01% | +9.1% |
| Q1 2022 | $892,000 | -0.6% | 5,729 | -0.0% | 0.01% | 0.0% |
| Q4 2021 | $897,000 | +13.1% | 5,730 | +5.1% | 0.01% | 0.0% |
| Q3 2021 | $793,000 | +2.2% | 5,454 | +3.8% | 0.01% | 0.0% |
| Q2 2021 | $776,000 | +5.1% | 5,254 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $738,000 | +10.1% | 5,227 | -0.2% | 0.01% | 0.0% |
| Q4 2020 | $670,000 | +6.7% | 5,236 | -6.2% | 0.01% | -8.3% |
| Q3 2020 | $628,000 | -11.5% | 5,581 | -14.9% | 0.01% | -14.3% |
| Q2 2020 | $710,000 | -3.3% | 6,557 | -14.1% | 0.01% | -12.5% |
| Q1 2020 | $734,000 | -33.9% | 7,629 | -10.6% | 0.02% | -23.8% |
| Q4 2019 | $1,110,000 | +9.3% | 8,531 | +0.0% | 0.02% | +5.0% |
| Q3 2019 | $1,016,000 | -2.6% | 8,527 | -4.7% | 0.02% | -9.1% |
| Q2 2019 | $1,043,000 | +53.6% | 8,949 | +48.4% | 0.02% | +46.7% |
| Q1 2019 | $679,000 | -68.3% | 6,030 | -71.6% | 0.02% | -71.2% |
| Q4 2018 | $2,145,000 | -11.9% | 21,211 | +0.9% | 0.05% | -3.7% |
| Q3 2018 | $2,435,000 | +12.0% | 21,029 | +6.5% | 0.05% | +1.9% |
| Q2 2018 | $2,174,000 | -15.2% | 19,748 | -15.8% | 0.05% | -19.7% |
| Q1 2018 | $2,565,000 | -20.8% | 23,459 | -17.3% | 0.07% | -18.5% |
| Q4 2017 | $3,240,000 | +1.9% | 28,368 | -3.7% | 0.08% | -3.6% |
| Q3 2017 | $3,180,000 | +4.8% | 29,471 | +2.0% | 0.08% | 0.0% |
| Q2 2017 | $3,033,000 | +21.3% | 28,901 | +20.2% | 0.08% | +16.7% |
| Q1 2017 | $2,501,000 | +164.1% | 24,048 | +157.3% | 0.07% | +148.3% |
| Q4 2016 | $947,000 | +2.8% | 9,348 | -3.7% | 0.03% | 0.0% |
| Q3 2016 | $921,000 | +5.5% | 9,703 | +3.2% | 0.03% | 0.0% |
| Q2 2016 | $873,000 | +8.7% | 9,402 | +5.2% | 0.03% | +3.6% |
| Q1 2016 | $803,000 | +19.5% | 8,938 | +17.7% | 0.03% | +16.7% |
| Q4 2015 | $672,000 | +164.6% | 7,594 | +151.1% | 0.02% | +166.7% |
| Q3 2015 | $254,000 | -12.4% | 3,024 | -4.0% | 0.01% | -10.0% |
| Q2 2015 | $290,000 | +18.4% | 3,150 | +18.8% | 0.01% | +25.0% |
| Q1 2015 | $245,000 | – | 2,652 | – | 0.01% | – |
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% |