ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,313 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,627,418 | +2.9% | 25,424 | +5.6% | 2.40% | -4.2% |
| Q1 2024 | $4,497,082 | +35.5% | 24,073 | +26.1% | 2.51% | +28.5% |
| Q4 2023 | $3,319,213 | +18.2% | 19,088 | +4.6% | 1.95% | +6.3% |
| Q3 2023 | $2,808,348 | -9.8% | 18,255 | -5.5% | 1.83% | -3.8% |
| Q2 2023 | $3,114,671 | +71.4% | 19,323 | +61.3% | 1.91% | +64.2% |
| Q1 2023 | $1,817,630 | +6.6% | 11,977 | +1.9% | 1.16% | +5.7% |
| Q4 2022 | $1,704,863 | +12.5% | 11,752 | -0.3% | 1.10% | +8.1% |
| Q3 2022 | $1,516,000 | -6.7% | 11,792 | -0.2% | 1.02% | +1.2% |
| Q2 2022 | $1,624,000 | -9.1% | 11,817 | +3.0% | 1.00% | +11.9% |
| Q1 2022 | $1,787,000 | +15.7% | 11,475 | +16.4% | 0.90% | +17.9% |
| Q4 2021 | $1,544,000 | +7.7% | 9,855 | 0.0% | 0.76% | -0.3% |
| Q3 2021 | $1,433,000 | +4.7% | 9,855 | +6.3% | 0.76% | +6.1% |
| Q2 2021 | $1,369,000 | +6.0% | 9,275 | +1.4% | 0.72% | +2.6% |
| Q1 2021 | $1,292,000 | +13.7% | 9,150 | +3.2% | 0.70% | +4.8% |
| Q4 2020 | $1,136,000 | +13.3% | 8,870 | -0.6% | 0.67% | -1.8% |
| Q3 2020 | $1,003,000 | -0.6% | 8,920 | -4.3% | 0.68% | -4.4% |
| Q2 2020 | $1,009,000 | +24.0% | 9,320 | +10.2% | 0.71% | +6.1% |
| Q1 2020 | $814,000 | -25.0% | 8,455 | +1.3% | 0.67% | +0.6% |
| Q4 2019 | $1,086,000 | +149.7% | 8,345 | +128.8% | 0.67% | +138.2% |
| Q3 2019 | $435,000 | +2.4% | 3,648 | 0.0% | 0.28% | +4.5% |
| Q2 2019 | $425,000 | -7.2% | 3,648 | -10.1% | 0.27% | -7.3% |
| Q1 2019 | $458,000 | +5.0% | 4,060 | -5.9% | 0.29% | -1.4% |
| Q4 2018 | $436,000 | -13.8% | 4,314 | -1.1% | 0.29% | +0.3% |
| Q3 2018 | $506,000 | +8.8% | 4,364 | +3.6% | 0.29% | +8.1% |
| Q2 2018 | $465,000 | -1.5% | 4,214 | -2.6% | 0.27% | -2.9% |
| Q1 2018 | $472,000 | -5.0% | 4,325 | -0.6% | 0.28% | -2.5% |
| Q4 2017 | $497,000 | +6.0% | 4,351 | 0.0% | 0.28% | +11.3% |
| Q3 2017 | $469,000 | +1.3% | 4,351 | -1.3% | 0.26% | -1.2% |
| Q2 2017 | $463,000 | -2.1% | 4,410 | -3.0% | 0.26% | -2.6% |
| Q1 2017 | $473,000 | +7.5% | 4,548 | +4.7% | 0.27% | +4.7% |
| Q4 2016 | $440,000 | +4.3% | 4,344 | -2.3% | 0.25% | -2.7% |
| Q3 2016 | $422,000 | -1.6% | 4,444 | -3.9% | 0.26% | -3.3% |
| Q2 2016 | $429,000 | -19.5% | 4,624 | -22.1% | 0.27% | -20.8% |
| Q1 2016 | $533,000 | -26.0% | 5,933 | -27.1% | 0.34% | -20.1% |
| Q4 2015 | $720,000 | – | 8,137 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 421,198 | $61,103,192 | 23.23% |
| LPWM LLC | 242,937 | $36,547,490 | 19.66% |
| Foundation Wealth Management, LLC | 106,939 | $15,513,621 | 15.75% |
| Halpern Financial, Inc. | 274,700 | $39,850,734 | 14.61% |
| HOHIMER WEALTH MANAGEMENT, LLC | 314,579 | $45,635,976 | 14.56% |
| LVZ, Inc. | 575,155 | $83,437,689 | 13.02% |
| MMA ASSET MANAGEMENT LLC | 107,216 | $15,553,878 | 12.68% |
| Frank, Rimerman Advisors LLC | 269,955 | $39,162,372 | 12.20% |
| Powell Investment Advisors, LLC | 143,642 | $20,838,131 | 12.10% |
| Strategic Wealth Partners Group, LLC | 374,163 | $54,279 | 11.52% |