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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $24,179 | -98.8% | 150 | -98.9% | 0.00% | -97.6% |
| Q3 2021 | $2,065,000 | -51.3% | 14,200 | -50.5% | 0.04% | -51.2% |
| Q2 2021 | $4,237,000 | -42.3% | 28,700 | -44.8% | 0.09% | -46.2% |
| Q1 2021 | $7,344,000 | +35.6% | 52,000 | +22.9% | 0.16% | +31.1% |
| Q4 2020 | $5,415,000 | +25.7% | 42,300 | +10.4% | 0.12% | +17.3% |
| Q3 2020 | $4,307,000 | +14.7% | 38,300 | +10.4% | 0.10% | +8.3% |
| Q2 2020 | $3,755,000 | +13.1% | 34,700 | +0.6% | 0.10% | +2.1% |
| Q1 2020 | $3,321,000 | -43.9% | 34,500 | -24.2% | 0.09% | -28.2% |
| Q4 2019 | $5,919,000 | +17.4% | 45,500 | +7.6% | 0.13% | +12.9% |
| Q3 2019 | $5,040,000 | -1.7% | 42,300 | -3.9% | 0.12% | -2.5% |
| Q2 2019 | $5,129,000 | -3.0% | 44,000 | -6.2% | 0.12% | -5.6% |
| Q1 2019 | $5,288,000 | +27.8% | 46,900 | +14.7% | 0.13% | +13.5% |
| Q4 2018 | $4,137,000 | -8.4% | 40,900 | +4.9% | 0.11% | +3.7% |
| Q3 2018 | $4,518,000 | -9.8% | 39,000 | -14.3% | 0.11% | -13.7% |
| Q2 2018 | $5,011,000 | -6.9% | 45,500 | -7.5% | 0.12% | -10.1% |
| Q1 2018 | $5,380,000 | +21.4% | 49,200 | +26.8% | 0.14% | +25.5% |
| Q4 2017 | $4,433,000 | +55.0% | 38,800 | +46.4% | 0.11% | +48.6% |
| Q3 2017 | $2,860,000 | -30.3% | 26,500 | -32.2% | 0.07% | -31.5% |
| Q2 2017 | $4,104,000 | -21.1% | 39,100 | -21.8% | 0.11% | -22.3% |
| Q1 2017 | $5,202,000 | +9.1% | 50,000 | +6.3% | 0.14% | +8.6% |
| Q4 2016 | $4,770,000 | -20.5% | 47,049 | -25.5% | 0.13% | -21.0% |
| Q3 2016 | $5,997,000 | +57.4% | 63,149 | +54.0% | 0.16% | +51.4% |
| Q2 2016 | $3,809,000 | -4.8% | 40,999 | -7.9% | 0.11% | -7.0% |
| Q1 2016 | $4,002,000 | -2.2% | 44,500 | -3.7% | 0.12% | -5.0% |
| Q4 2015 | $4,090,000 | +27.1% | 46,200 | +20.6% | 0.12% | +14.2% |
| Q3 2015 | $3,218,000 | -0.3% | 38,300 | +9.4% | 0.11% | +5.0% |
| Q2 2015 | $3,227,000 | -4.2% | 35,000 | -3.8% | 0.10% | +3.1% |
| Q1 2015 | $3,369,000 | +9.2% | 36,400 | +10.6% | 0.10% | +3.2% |
| Q4 2014 | $3,085,000 | -21.4% | 32,900 | -24.5% | 0.10% | -28.6% |
| Q3 2014 | $3,927,000 | +29.9% | 43,600 | +30.1% | 0.13% | +30.4% |
| Q2 2014 | $3,024,000 | +86.1% | 33,500 | +79.1% | 0.10% | +72.9% |
| Q1 2014 | $1,625,000 | -20.1% | 18,700 | -21.4% | 0.06% | -23.4% |
| Q4 2013 | $2,034,000 | -11.1% | 23,800 | -18.5% | 0.08% | -16.3% |
| Q3 2013 | $2,287,000 | +103.3% | 29,205 | +96.7% | 0.09% | +100.0% |
| Q2 2013 | $1,125,000 | -67.8% | 14,850 | -68.7% | 0.05% | -67.8% |
| Q1 2013 | $3,498,000 | +170.1% | 47,400 | +143.1% | 0.14% | +146.6% |
| Q4 2012 | $1,295,000 | +0.9% | 19,500 | 0.0% | 0.06% | +1.8% |
| Q3 2012 | $1,283,000 | -1.4% | 19,500 | -6.6% | 0.06% | -6.6% |
| Q2 2012 | $1,301,000 | +7.8% | 20,888 | +12.4% | 0.06% | +13.0% |
| Q1 2012 | $1,207,000 | -7.2% | 18,588 | -17.3% | 0.05% | -18.2% |
| Q4 2011 | $1,300,000 | -11.9% | 22,488 | -21.3% | 0.07% | -22.4% |
| Q3 2011 | $1,475,000 | -99.9% | 28,588 | +16.7% | 0.08% | -91.9% |
| Q2 2011 | $1,518,256,000 | -30.1% | 24,488 | -28.6% | 1.04% | -29.3% |
| Q1 2011 | $2,170,773,000 | +16.0% | 34,288 | +9.2% | 1.48% | +16.5% |
| Q4 2010 | $1,871,126,000 | -19.8% | 31,400 | -27.0% | 1.27% | -19.6% |
| Q3 2010 | $2,332,750,000 | +48.7% | 43,000 | +36.1% | 1.58% | +39.0% |
| Q2 2010 | $1,569,256,000 | – | 31,600 | – | 1.14% | – |
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% |