ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,768 | -4.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $32,238 | +6.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $30,352 | +4.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $29,014 | +11.6% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $26,000 | -3.7% | 200 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $27,000 | -12.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | 0.0% | 200 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $31,000 | +6.9% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 200 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $30,000 | +7.1% | 200 | 0.0% | 0.01% | +20.0% |
| Q1 2021 | $28,000 | +7.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $26,000 | -74.5% | 200 | -78.0% | 0.01% | -77.3% |
| Q3 2020 | $102,000 | +4.1% | 911 | +0.6% | 0.02% | -4.3% |
| Q2 2020 | $98,000 | -6.7% | 906 | -17.3% | 0.02% | -17.9% |
| Q1 2020 | $105,000 | -42.3% | 1,095 | -21.5% | 0.03% | -26.3% |
| Q4 2019 | $182,000 | +12.3% | 1,395 | +0.6% | 0.04% | +5.6% |
| Q2 2019 | $162,000 | +3.8% | 1,387 | +0.3% | 0.04% | 0.0% |
| Q1 2019 | $156,000 | +11.4% | 1,383 | +0.2% | 0.04% | -2.7% |
| Q4 2018 | $140,000 | -11.9% | 1,380 | +0.7% | 0.04% | +2.8% |
| Q3 2018 | $159,000 | +6.0% | 1,371 | +0.4% | 0.04% | -2.7% |
| Q2 2018 | $150,000 | +0.7% | 1,366 | 0.0% | 0.04% | -2.6% |
| Q1 2018 | $149,000 | -4.5% | 1,366 | +0.3% | 0.04% | -5.0% |
| Q4 2017 | $156,000 | +6.8% | 1,362 | +0.5% | 0.04% | -9.1% |
| Q3 2017 | $146,000 | -38.1% | 1,355 | -39.8% | 0.04% | -40.5% |
| Q2 2017 | $236,000 | +0.9% | 2,251 | 0.0% | 0.07% | +1.4% |
| Q1 2017 | $234,000 | +44.4% | 2,251 | +40.7% | 0.07% | +35.2% |
| Q4 2016 | $162,000 | +70.5% | 1,600 | +60.0% | 0.05% | +63.6% |
| Q3 2016 | $95,000 | +69.6% | 1,000 | +66.7% | 0.03% | +65.0% |
| Q2 2016 | $56,000 | +3.7% | 600 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $54,000 | +1.9% | 600 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $53,000 | – | 600 | – | 0.02% | – |
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% |