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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $5,224,000 | -24.2% | 38,007 | -14.1% | 1.02% | -10.0% |
| Q1 2022 | $6,890,000 | +3.6% | 44,248 | +4.2% | 1.13% | +10.9% |
| Q4 2021 | $6,649,000 | +3.8% | 42,447 | -3.7% | 1.02% | +23.0% |
| Q3 2021 | $6,407,000 | +0.2% | 44,058 | +1.7% | 0.83% | -18.9% |
| Q2 2021 | $6,393,000 | +8.7% | 43,302 | +4.0% | 1.02% | -2.6% |
| Q1 2021 | $5,880,000 | +12.2% | 41,631 | +1.7% | 1.05% | +5.4% |
| Q4 2020 | $5,239,000 | +11.2% | 40,920 | -2.4% | 1.00% | +2.2% |
| Q3 2020 | $4,713,000 | +3.5% | 41,911 | -0.4% | 0.97% | -0.8% |
| Q2 2020 | $4,552,000 | +12.5% | 42,068 | +0.1% | 0.98% | -3.8% |
| Q1 2020 | $4,047,000 | -22.5% | 42,046 | +4.7% | 1.02% | -10.3% |
| Q4 2019 | $5,224,000 | +0.5% | 40,159 | -8.0% | 1.14% | -3.9% |
| Q3 2019 | $5,199,000 | +1.3% | 43,641 | -0.9% | 1.18% | +6.2% |
| Q2 2019 | $5,134,000 | -2.7% | 44,041 | -5.9% | 1.12% | -3.2% |
| Q1 2019 | $5,279,000 | +10.4% | 46,825 | -0.9% | 1.15% | -61.8% |
| Q4 2018 | $4,780,000 | -16.5% | 47,261 | -4.4% | 3.02% | +0.4% |
| Q3 2018 | $5,726,000 | -5.1% | 49,428 | -9.7% | 3.00% | -1.8% |
| Q2 2018 | $6,031,000 | -2.6% | 54,766 | -3.3% | 3.06% | -4.0% |
| Q1 2018 | $6,189,000 | -5.4% | 56,607 | -1.2% | 3.19% | +0.2% |
| Q4 2017 | $6,543,000 | +6.0% | 57,272 | +0.1% | 3.18% | +4.2% |
| Q3 2017 | $6,172,000 | +0.8% | 57,196 | -1.9% | 3.05% | 0.0% |
| Q2 2017 | $6,121,000 | +1.5% | 58,316 | +0.6% | 3.05% | +2.7% |
| Q1 2017 | $6,031,000 | +0.2% | 57,970 | -2.3% | 2.97% | -1.8% |
| Q4 2016 | $6,018,000 | +4.4% | 59,361 | -2.2% | 3.03% | -7.3% |
| Q3 2016 | $5,766,000 | -2.0% | 60,716 | -4.1% | 3.26% | -5.8% |
| Q2 2016 | $5,883,000 | +0.0% | 63,335 | -3.2% | 3.46% | -2.3% |
| Q1 2016 | $5,882,000 | -5.7% | 65,408 | -7.2% | 3.55% | -4.1% |
| Q4 2015 | $6,239,000 | -0.5% | 70,478 | -5.6% | 3.70% | -7.8% |
| Q3 2015 | $6,271,000 | -14.9% | 74,624 | -6.6% | 4.01% | -7.9% |
| Q2 2015 | $7,371,000 | -3.6% | 79,936 | -3.3% | 4.36% | -3.0% |
| Q1 2015 | $7,650,000 | +9.3% | 82,644 | +10.7% | 4.49% | +6.0% |
| Q4 2014 | $7,001,000 | +3.5% | 74,666 | -0.6% | 4.24% | -1.1% |
| Q3 2014 | $6,767,000 | -4.8% | 75,127 | -4.6% | 4.29% | +1.1% |
| Q2 2014 | $7,110,000 | +3.8% | 78,757 | -0.1% | 4.24% | +0.9% |
| Q1 2014 | $6,848,000 | -3.0% | 78,798 | -4.6% | 4.20% | +2.8% |
| Q4 2013 | $7,057,000 | +9.1% | 82,573 | +0.0% | 4.09% | +0.2% |
| Q3 2013 | $6,466,000 | +17.8% | 82,564 | +14.0% | 4.08% | +8.5% |
| Q2 2013 | $5,488,000 | – | 72,434 | – | 3.76% | – |
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% |