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 | $96,264,113 | -4.5% | 625,742 | +0.0% | 1.43% | -3.4% |
| Q2 2023 | $100,818,713 | +10.9% | 625,465 | +4.4% | 1.48% | +3.6% |
| Q1 2023 | $90,894,192 | +0.4% | 598,934 | -4.0% | 1.43% | -5.9% |
| Q4 2022 | $90,513,391 | +31.6% | 623,929 | +16.6% | 1.52% | +17.7% |
| Q3 2022 | $68,776,000 | -3.5% | 535,138 | +3.2% | 1.29% | -5.1% |
| Q2 2022 | $71,263,000 | -2.3% | 518,424 | +10.7% | 1.36% | +10.6% |
| Q1 2022 | $72,949,000 | +3.6% | 468,461 | +4.2% | 1.23% | +8.6% |
| Q4 2021 | $70,396,000 | +14.5% | 449,444 | +6.3% | 1.13% | -4.1% |
| Q3 2021 | $61,468,000 | +1.0% | 422,693 | +2.5% | 1.18% | -2.1% |
| Q2 2021 | $60,860,000 | +12.4% | 412,220 | +7.5% | 1.21% | -0.2% |
| Q1 2021 | $54,138,000 | +19.2% | 383,306 | +8.1% | 1.21% | +6.5% |
| Q4 2020 | $45,414,000 | +30.7% | 354,739 | +14.8% | 1.14% | +12.9% |
| Q3 2020 | $34,742,000 | +6.4% | 308,953 | +2.4% | 1.01% | -1.9% |
| Q2 2020 | $32,645,000 | +18.5% | 301,684 | +5.4% | 1.02% | -8.9% |
| Q1 2020 | $27,555,000 | -24.8% | 286,291 | +1.7% | 1.12% | -5.2% |
| Q4 2019 | $36,625,000 | +10.6% | 281,533 | +1.3% | 1.19% | -19.6% |
| Q3 2019 | $33,124,000 | +10.6% | 278,029 | +8.2% | 1.48% | +9.0% |
| Q2 2019 | $29,959,000 | +11.8% | 257,002 | +8.1% | 1.35% | -1.4% |
| Q1 2019 | $26,803,000 | +35.9% | 237,742 | +21.9% | 1.37% | +19.5% |
| Q4 2018 | $19,718,000 | +58.0% | 194,957 | +81.0% | 1.15% | +80.4% |
| Q3 2018 | $12,478,000 | +15.8% | 107,718 | +10.1% | 0.64% | +9.6% |
| Q2 2018 | $10,775,000 | +15.5% | 97,842 | +14.6% | 0.58% | +9.6% |
| Q1 2018 | $9,333,000 | +7.1% | 85,358 | +11.9% | 0.53% | +7.1% |
| Q4 2017 | $8,715,000 | +7.2% | 76,283 | +1.3% | 0.50% | +0.4% |
| Q3 2017 | $8,127,000 | +18.5% | 75,310 | +15.3% | 0.49% | +11.5% |
| Q2 2017 | $6,857,000 | +15.2% | 65,328 | +14.2% | 0.44% | +10.5% |
| Q1 2017 | $5,952,000 | +9.6% | 57,209 | +6.8% | 0.40% | +1.3% |
| Q4 2016 | $5,432,000 | +14.1% | 53,581 | +6.9% | 0.40% | +10.0% |
| Q3 2016 | $4,761,000 | +34.1% | 50,139 | +31.2% | 0.36% | +31.0% |
| Q2 2016 | $3,550,000 | +61.7% | 38,217 | +56.5% | 0.27% | +63.1% |
| Q1 2016 | $2,196,000 | +9.5% | 24,417 | +7.8% | 0.17% | +9.8% |
| Q4 2015 | $2,006,000 | +44.6% | 22,656 | +37.2% | 0.15% | +45.7% |
| Q3 2015 | $1,387,000 | -5.5% | 16,510 | +3.7% | 0.10% | +8.2% |
| Q2 2015 | $1,468,000 | +4.3% | 15,920 | +4.7% | 0.10% | +3.2% |
| Q1 2015 | $1,407,000 | +8.9% | 15,201 | +10.3% | 0.09% | +3.3% |
| Q4 2014 | $1,292,000 | – | 13,778 | – | 0.09% | – |
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% |