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 | $46,595,735 | -6.2% | 302,884 | -1.8% | 3.86% | -1.3% |
| Q2 2023 | $49,692,300 | +5.7% | 308,284 | -0.4% | 3.91% | -24.6% |
| Q1 2023 | $46,990,356 | +4.2% | 309,636 | -0.4% | 5.19% | -0.1% |
| Q4 2022 | $45,079,094 | +13.1% | 310,740 | +0.2% | 5.20% | +5.2% |
| Q3 2022 | $39,851,000 | -7.3% | 310,079 | -0.8% | 4.94% | -1.9% |
| Q2 2022 | $42,983,000 | -12.2% | 312,695 | -0.6% | 5.03% | +2.8% |
| Q1 2022 | $48,970,000 | -1.2% | 314,472 | -0.7% | 4.90% | +6.2% |
| Q4 2021 | $49,578,000 | +8.0% | 316,531 | +0.3% | 4.61% | +5.5% |
| Q3 2021 | $45,910,000 | -4.0% | 315,706 | -2.6% | 4.37% | -4.0% |
| Q2 2021 | $47,842,000 | +4.2% | 324,048 | -0.3% | 4.55% | -1.9% |
| Q1 2021 | $45,916,000 | +11.0% | 325,089 | +0.6% | 4.64% | +3.3% |
| Q4 2020 | $41,352,000 | +10.1% | 323,015 | -0.1% | 4.49% | -0.2% |
| Q3 2020 | $37,544,000 | +5.4% | 323,235 | -1.4% | 4.50% | -1.9% |
| Q2 2020 | $35,610,000 | +8.7% | 327,692 | +1.1% | 4.58% | -5.8% |
| Q1 2020 | $32,773,000 | -17.6% | 324,224 | +6.2% | 4.86% | +4.2% |
| Q4 2019 | $39,778,000 | +12.4% | 305,280 | +0.1% | 4.67% | +1.3% |
| Q3 2019 | $35,388,000 | +0.2% | 304,885 | +0.6% | 4.61% | +1.9% |
| Q2 2019 | $35,332,000 | +4.8% | 303,094 | +1.4% | 4.52% | +3.1% |
| Q1 2019 | $33,706,000 | +12.7% | 298,969 | +1.1% | 4.38% | 0.0% |
| Q4 2018 | $29,915,000 | -12.3% | 295,773 | +0.4% | 4.38% | +5.0% |
| Q3 2018 | $34,126,000 | +5.5% | 294,593 | +0.3% | 4.18% | +0.1% |
| Q2 2018 | $32,357,000 | +1.0% | 293,807 | +0.3% | 4.17% | -1.3% |
| Q1 2018 | $32,035,000 | -6.6% | 292,989 | -2.4% | 4.22% | -4.1% |
| Q4 2017 | $34,295,000 | +6.5% | 300,204 | +0.6% | 4.40% | -2.2% |
| Q3 2017 | $32,213,000 | +3.2% | 298,516 | +0.4% | 4.50% | -15.8% |
| Q2 2017 | $31,216,000 | +1.2% | 297,412 | +0.3% | 5.35% | -1.5% |
| Q1 2017 | $30,843,000 | +4.0% | 296,452 | +1.4% | 5.43% | -4.0% |
| Q4 2016 | $29,648,000 | +6.7% | 292,443 | -0.0% | 5.65% | +2.8% |
| Q3 2016 | $27,782,000 | +4.0% | 292,562 | +1.7% | 5.50% | +3.0% |
| Q2 2016 | $26,720,000 | +8.6% | 287,623 | +5.1% | 5.34% | +4.2% |
| Q1 2016 | $24,606,000 | +5.1% | 273,611 | +3.4% | 5.12% | +1.8% |
| Q4 2015 | $23,419,000 | +7.2% | 264,534 | +1.8% | 5.03% | +4.6% |
| Q3 2015 | $21,837,000 | -9.0% | 259,875 | -0.1% | 4.81% | -0.5% |
| Q2 2015 | $23,998,000 | -0.1% | 260,249 | +0.3% | 4.83% | +1.8% |
| Q1 2015 | $24,021,000 | +0.1% | 259,517 | +1.4% | 4.75% | -1.7% |
| Q4 2014 | $24,006,000 | +5.5% | 256,012 | +1.3% | 4.83% | +4.9% |
| Q3 2014 | $22,753,000 | +1.1% | 252,611 | +1.3% | 4.60% | +3.5% |
| Q2 2014 | $22,506,000 | +5.0% | 249,296 | +1.1% | 4.45% | +0.7% |
| Q1 2014 | $21,429,000 | +6.1% | 246,597 | +4.3% | 4.42% | +2.6% |
| Q4 2013 | $20,205,000 | +7.7% | 236,422 | -1.3% | 4.30% | -0.0% |
| Q3 2013 | $18,756,000 | +4.2% | 239,481 | +0.9% | 4.31% | -3.9% |
| Q2 2013 | $17,992,000 | – | 237,457 | – | 4.48% | – |
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% |