ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $930,732 | -4.6% | 6,050 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $975,200 | +2.3% | 6,050 | -3.7% | 0.03% | -2.9% |
| Q1 2023 | $953,356 | +3.0% | 6,282 | -1.5% | 0.03% | 0.0% |
| Q4 2022 | $925,256 | +12.8% | 6,378 | 0.0% | 0.03% | +6.2% |
| Q3 2022 | $820,000 | -10.0% | 6,378 | -3.8% | 0.03% | -3.0% |
| Q2 2022 | $911,000 | -12.3% | 6,628 | -0.7% | 0.03% | +3.1% |
| Q1 2022 | $1,039,000 | -0.7% | 6,673 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $1,046,000 | +7.7% | 6,673 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $971,000 | -1.5% | 6,673 | 0.0% | 0.03% | +6.9% |
| Q2 2021 | $986,000 | +4.6% | 6,673 | 0.0% | 0.03% | +3.6% |
| Q1 2021 | $943,000 | +10.4% | 6,673 | 0.0% | 0.03% | +7.7% |
| Q4 2020 | $854,000 | +13.9% | 6,673 | 0.0% | 0.03% | +4.0% |
| Q3 2020 | $750,000 | +3.7% | 6,673 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $723,000 | -9.2% | 6,673 | -19.3% | 0.03% | -27.8% |
| Q1 2020 | $796,000 | -26.0% | 8,273 | 0.0% | 0.04% | -10.0% |
| Q4 2019 | $1,076,000 | +9.1% | 8,273 | 0.0% | 0.04% | +5.3% |
| Q3 2019 | $986,000 | +2.3% | 8,273 | 0.0% | 0.04% | +2.7% |
| Q2 2019 | $964,000 | +190.4% | 8,273 | +180.9% | 0.04% | +164.3% |
| Q1 2019 | $332,000 | +1.2% | 2,945 | -9.2% | 0.01% | -6.7% |
| Q4 2018 | $328,000 | -15.2% | 3,245 | -3.0% | 0.02% | -21.1% |
| Q3 2018 | $387,000 | +5.2% | 3,345 | 0.0% | 0.02% | +11.8% |
| Q2 2018 | $368,000 | +0.5% | 3,345 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $366,000 | -4.2% | 3,345 | 0.0% | 0.02% | -45.2% |
| Q4 2017 | $382,000 | – | 3,345 | – | 0.03% | – |
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% |