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 | $2,947 | +2.5% | 19,154 | +7.4% | 0.01% | 0.0% |
| Q2 2023 | $2,876 | +25.8% | 17,841 | +18.4% | 0.01% | +12.5% |
| Q1 2023 | $2,286 | -6.5% | 15,064 | -10.6% | 0.01% | -11.1% |
| Q4 2022 | $2,446 | -99.9% | 16,858 | +5.1% | 0.01% | 0.0% |
| Q3 2022 | $2,062,000 | -17.1% | 16,043 | -11.3% | 0.01% | -18.2% |
| Q2 2022 | $2,487,000 | -12.3% | 18,094 | -0.6% | 0.01% | 0.0% |
| Q1 2022 | $2,835,000 | -79.6% | 18,206 | -79.5% | 0.01% | -79.2% |
| Q4 2021 | $13,903,000 | +6.7% | 88,762 | -0.9% | 0.05% | -1.9% |
| Q3 2021 | $13,024,000 | +0.3% | 89,560 | +1.9% | 0.05% | -11.5% |
| Q2 2021 | $12,982,000 | -6.3% | 87,927 | -10.4% | 0.06% | -15.3% |
| Q1 2021 | $13,856,000 | +21.8% | 98,105 | +10.4% | 0.07% | +9.1% |
| Q4 2020 | $11,377,000 | +17.0% | 88,870 | +2.8% | 0.07% | +8.2% |
| Q3 2020 | $9,723,000 | +7.4% | 86,461 | +3.3% | 0.06% | +1.7% |
| Q2 2020 | $9,056,000 | +12.7% | 83,692 | +0.2% | 0.06% | -7.7% |
| Q1 2020 | $8,037,000 | -15.0% | 83,505 | +14.9% | 0.06% | -3.0% |
| Q4 2019 | $9,455,000 | +5.4% | 72,680 | -3.4% | 0.07% | -5.6% |
| Q3 2019 | $8,967,000 | +2.6% | 75,265 | +0.4% | 0.07% | 0.0% |
| Q2 2019 | $8,737,000 | +9.2% | 74,953 | +5.6% | 0.07% | +1.4% |
| Q1 2019 | $8,001,000 | -51.5% | 70,970 | -56.5% | 0.07% | -13.6% |
| Q4 2018 | $16,482,000 | +77.0% | 162,970 | +102.8% | 0.08% | -1.2% |
| Q3 2018 | $9,310,000 | -49.3% | 80,371 | -51.8% | 0.08% | -6.8% |
| Q2 2018 | $18,352,000 | +109.7% | 166,642 | +108.2% | 0.09% | +2.3% |
| Q1 2018 | $8,753,000 | -0.4% | 80,049 | +4.1% | 0.09% | -4.4% |
| Q4 2017 | $8,788,000 | +8.4% | 76,924 | +2.4% | 0.09% | +4.7% |
| Q3 2017 | $8,107,000 | +8.1% | 75,136 | +5.1% | 0.09% | +6.2% |
| Q2 2017 | $7,500,000 | +6.1% | 71,458 | +5.1% | 0.08% | +3.8% |
| Q1 2017 | $7,072,000 | +589.3% | 67,975 | +515.3% | 0.08% | +457.1% |
| Q2 2016 | $1,026,000 | -7.6% | 11,048 | -10.5% | 0.01% | -17.6% |
| Q1 2016 | $1,110,000 | -16.6% | 12,340 | -17.9% | 0.02% | -22.7% |
| Q4 2015 | $1,331,000 | +16.5% | 15,036 | +10.7% | 0.02% | +10.0% |
| Q3 2015 | $1,142,000 | -10.0% | 13,585 | -1.3% | 0.02% | -9.1% |
| Q2 2015 | $1,269,000 | -0.8% | 13,766 | -0.3% | 0.02% | 0.0% |
| Q1 2015 | $1,279,000 | -3.5% | 13,814 | -2.3% | 0.02% | -12.0% |
| Q4 2014 | $1,326,000 | -10.8% | 14,141 | -14.3% | 0.02% | -16.7% |
| Q3 2014 | $1,486,000 | -6.8% | 16,501 | -6.6% | 0.03% | +30.4% |
| Q2 2014 | $1,594,000 | +9.7% | 17,661 | +5.6% | 0.02% | +4.5% |
| Q1 2014 | $1,453,000 | -1.2% | 16,717 | -2.9% | 0.02% | -8.3% |
| Q4 2013 | $1,471,000 | +6.6% | 17,218 | -2.3% | 0.02% | -4.0% |
| Q3 2013 | $1,380,000 | +12.5% | 17,627 | +8.8% | 0.02% | +4.2% |
| Q2 2013 | $1,227,000 | – | 16,194 | – | 0.02% | – |
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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% |