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 | $15,496 | -4.5% | 100,719 | +0.1% | 0.29% | -0.7% |
| Q2 2023 | $16,225 | +3.6% | 100,662 | -2.4% | 0.29% | -3.0% |
| Q1 2023 | $15,659 | +1.2% | 103,183 | -3.2% | 0.30% | -2.3% |
| Q4 2022 | $15,468 | -99.9% | 106,619 | -0.1% | 0.30% | +8.9% |
| Q3 2022 | $13,714,000 | -4.9% | 106,694 | +1.7% | 0.28% | -15.2% |
| Q2 2022 | $14,418,000 | -10.6% | 104,893 | +1.2% | 0.33% | +4.4% |
| Q1 2022 | $16,136,000 | +1.2% | 103,617 | +1.8% | 0.32% | +5.0% |
| Q4 2021 | $15,938,000 | +8.1% | 101,760 | +0.4% | 0.30% | -1.3% |
| Q3 2021 | $14,744,000 | -1.7% | 101,386 | -0.2% | 0.30% | -15.3% |
| Q2 2021 | $14,998,000 | +5.8% | 101,585 | +1.2% | 0.36% | -1.6% |
| Q1 2021 | $14,179,000 | +12.5% | 100,394 | +2.0% | 0.37% | -2.9% |
| Q4 2020 | $12,600,000 | +16.8% | 98,420 | +2.6% | 0.38% | -3.8% |
| Q3 2020 | $10,785,000 | -2.6% | 95,909 | -6.2% | 0.39% | -10.5% |
| Q2 2020 | $11,070,000 | +9.0% | 102,301 | -3.0% | 0.44% | -8.6% |
| Q1 2020 | $10,155,000 | -30.0% | 105,510 | -5.4% | 0.48% | -17.8% |
| Q4 2019 | $14,513,000 | +7.6% | 111,568 | -1.4% | 0.58% | +0.7% |
| Q3 2019 | $13,483,000 | -2.7% | 113,168 | -4.8% | 0.58% | -3.7% |
| Q2 2019 | $13,853,000 | +2.4% | 118,840 | -0.9% | 0.60% | -1.6% |
| Q1 2019 | $13,524,000 | +11.5% | 119,957 | +0.0% | 0.61% | -1.5% |
| Q4 2018 | $12,129,000 | -9.7% | 119,923 | +3.4% | 0.62% | -5.5% |
| Q3 2018 | $13,437,000 | +6.5% | 115,999 | +1.3% | 0.66% | -0.3% |
| Q2 2018 | $12,616,000 | -99.9% | 114,552 | +2.2% | 0.66% | -0.8% |
| Q1 2018 | $12,251,437,000 | -3.4% | 112,049 | +0.9% | 0.66% | -2.6% |
| Q4 2017 | $12,684,981,000 | +5.0% | 111,038 | -0.8% | 0.68% | -1.7% |
| Q3 2017 | $12,083,762,000 | +3.5% | 111,980 | +0.7% | 0.69% | -0.7% |
| Q2 2017 | $11,675,750,000 | -2.6% | 111,240 | -3.4% | 0.70% | -5.4% |
| Q1 2017 | $11,985,720,000 | -0.1% | 115,203 | -2.6% | 0.74% | -5.1% |
| Q4 2016 | $11,995,281,000 | +2.5% | 118,320 | -4.0% | 0.78% | -0.5% |
| Q3 2016 | $11,700,402,000 | +2.1% | 123,214 | -0.1% | 0.78% | -1.1% |
| Q2 2016 | $11,455,035,000 | -9.7% | 123,305 | -12.6% | 0.79% | -11.1% |
| Q1 2016 | $12,680,760,000 | +8.9% | 141,007 | +7.2% | 0.89% | +8.9% |
| Q4 2015 | $11,644,351,000 | +11.1% | 131,530 | +5.5% | 0.82% | +4.1% |
| Q3 2015 | $10,479,634,000 | -1.1% | 124,713 | +8.5% | 0.78% | +5.8% |
| Q2 2015 | $10,600,739,000 | +11.2% | 114,963 | +11.6% | 0.74% | +12.6% |
| Q1 2015 | $9,533,402,000 | +3.6% | 102,997 | +4.9% | 0.66% | +1.7% |
| Q4 2014 | $9,202,682,000 | +11.3% | 98,141 | +6.9% | 0.65% | +4.7% |
| Q3 2014 | $8,269,147,000 | +8.2% | 91,808 | +8.4% | 0.62% | +7.8% |
| Q2 2014 | $7,645,000,000 | +16.8% | 84,681 | +12.5% | 0.57% | +11.2% |
| Q1 2014 | $6,543,918,000 | +12.2% | 75,304 | +10.4% | 0.52% | +10.0% |
| Q4 2013 | $5,830,508,000 | +23.9% | 68,225 | +13.5% | 0.47% | +13.3% |
| Q3 2013 | $4,706,483,000 | +8.5% | 60,093 | +5.0% | 0.41% | +4.3% |
| Q2 2013 | $4,338,438,000 | – | 57,258 | – | 0.40% | – |
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% |