ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,236 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,059,261 | +22.3% | 11,314 | +25.5% | 0.03% | +17.9% |
Q1 2024 | $1,684,279 | -4.9% | 9,016 | -11.5% | 0.03% | -12.5% |
Q4 2023 | $1,770,896 | +13.8% | 10,184 | +0.7% | 0.03% | +3.2% |
Q3 2023 | $1,555,784 | +104245.0% | 10,113 | +9.4% | 0.03% | +3.3% |
Q2 2023 | $1,491 | -30.9% | 9,247 | -34.9% | 0.03% | -34.8% |
Q1 2023 | $2,157 | -4.0% | 14,213 | -8.2% | 0.05% | -8.0% |
Q4 2022 | $2,247 | -99.7% | 15,490 | +129.4% | 0.05% | +138.1% |
Q3 2022 | $868,000 | -2.9% | 6,751 | +3.8% | 0.02% | 0.0% |
Q2 2022 | $894,000 | -5.1% | 6,501 | +7.5% | 0.02% | +5.0% |
Q1 2022 | $942,000 | -3.4% | 6,047 | -2.8% | 0.02% | 0.0% |
Q4 2021 | $975,000 | +11.4% | 6,224 | +3.5% | 0.02% | +5.3% |
Q3 2021 | $875,000 | -0.6% | 6,015 | +0.9% | 0.02% | 0.0% |
Q2 2021 | $880,000 | +1.5% | 5,963 | -2.9% | 0.02% | -5.0% |
Q1 2021 | $867,000 | +8.6% | 6,138 | -1.5% | 0.02% | 0.0% |
Q4 2020 | $798,000 | +9.8% | 6,234 | -3.6% | 0.02% | -4.8% |
Q3 2020 | $727,000 | +20.8% | 6,468 | +16.3% | 0.02% | +10.5% |
Q2 2020 | $602,000 | +13.6% | 5,560 | +0.9% | 0.02% | -17.4% |
Q1 2020 | $530,000 | -36.1% | 5,510 | -13.6% | 0.02% | -23.3% |
Q4 2019 | $829,000 | +0.4% | 6,375 | -8.1% | 0.03% | -6.2% |
Q3 2019 | $826,000 | +6.7% | 6,936 | +4.5% | 0.03% | +3.2% |
Q2 2019 | $774,000 | +25.4% | 6,636 | +21.2% | 0.03% | +19.2% |
Q1 2019 | $617,000 | +20.7% | 5,473 | +8.4% | 0.03% | +4.0% |
Q4 2018 | $511,000 | -0.4% | 5,048 | +14.0% | 0.02% | +13.6% |
Q3 2018 | $513,000 | +4.9% | 4,428 | -0.3% | 0.02% | -4.3% |
Q2 2018 | $489,000 | -6.1% | 4,442 | -6.8% | 0.02% | -8.0% |
Q1 2018 | $521,000 | +43.1% | 4,764 | +49.5% | 0.02% | +47.1% |
Q4 2017 | $364,000 | +2.0% | 3,186 | -3.8% | 0.02% | 0.0% |
Q3 2017 | $357,000 | -25.8% | 3,311 | -27.8% | 0.02% | -29.2% |
Q2 2017 | $481,000 | -1.2% | 4,584 | -2.1% | 0.02% | -4.0% |
Q1 2017 | $487,000 | +21.8% | 4,681 | +18.7% | 0.02% | +19.0% |
Q4 2016 | $400,000 | +0.8% | 3,944 | -7.7% | 0.02% | -12.5% |
Q2 2016 | $397,000 | +2.1% | 4,273 | -1.2% | 0.02% | 0.0% |
Q1 2016 | $389,000 | +1.6% | 4,325 | 0.0% | 0.02% | -4.0% |
Q4 2015 | $383,000 | +10.4% | 4,325 | +4.8% | 0.02% | +4.2% |
Q3 2015 | $347,000 | -8.7% | 4,125 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $380,000 | +37.7% | 4,125 | +38.4% | 0.02% | +41.2% |
Q1 2015 | $276,000 | +1.5% | 2,980 | +2.9% | 0.02% | 0.0% |
Q4 2014 | $272,000 | +4.2% | 2,896 | 0.0% | 0.02% | -5.6% |
Q3 2014 | $261,000 | -2.2% | 2,896 | -2.1% | 0.02% | -5.3% |
Q2 2014 | $267,000 | +15.1% | 2,958 | +10.9% | 0.02% | +11.8% |
Q1 2014 | $232,000 | +2.7% | 2,667 | +1.1% | 0.02% | 0.0% |
Q4 2013 | $226,000 | -1.3% | 2,639 | -9.7% | 0.02% | -10.5% |
Q3 2013 | $229,000 | – | 2,923 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Windmill Hill Asset Management Ltd | 349,920 | $48,100,000 | 24.84% |
HOME FEDERAL BANK OF TENNESSEE | 425,054 | $58,428,000 | 22.78% |
Johnson Midwest Financial, LLC | 112,513 | $15,466,000 | 20.80% |
LPWM LLC | 240,267 | $33,414,000 | 18.63% |
Halpern Financial, Inc. | 258,370 | $35,515,545 | 13.85% |
LVZ, Inc. | 595,112 | $81,804,000 | 13.72% |
Praetorian Wealth Management, Inc. | 243,206 | $33,431,000 | 12.28% |
Barber Financial Group, Inc. | 542,018 | $74,506,000 | 12.20% |
Powell Investment Advisors, LLC | 143,029 | $19,661,000 | 11.92% |
Strategic Wealth Partners Group, LLC | 351,059 | $48,257,000 | 10.74% |