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 2022 | $233,000 | -11.7% | 1,700 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $264,000 | -0.8% | 1,700 | 0.0% | 0.03% | +6.9% |
| Q4 2021 | $266,000 | +7.7% | 1,700 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $247,000 | -1.2% | 1,700 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $250,000 | +4.2% | 1,700 | 0.0% | 0.03% | -3.3% |
| Q1 2021 | $240,000 | +10.6% | 1,700 | 0.0% | 0.03% | +3.4% |
| Q4 2020 | $217,000 | -1.8% | 1,700 | 0.0% | 0.03% | -6.5% |
| Q4 2019 | $221,000 | +9.4% | 1,700 | 0.0% | 0.03% | +3.3% |
| Q3 2019 | $202,000 | -3.3% | 1,700 | -18.1% | 0.03% | -14.3% |
| Q4 2018 | $209,000 | -12.9% | 2,075 | 0.0% | 0.04% | +6.1% |
| Q3 2018 | $240,000 | -33.0% | 2,075 | -36.3% | 0.03% | -36.5% |
| Q2 2018 | $358,000 | +15.1% | 3,258 | +14.3% | 0.05% | +18.2% |
| Q1 2018 | $311,000 | -2.5% | 2,850 | +1.8% | 0.04% | 0.0% |
| Q4 2017 | $319,000 | -1.2% | 2,800 | -6.7% | 0.04% | -4.3% |
| Q3 2017 | $323,000 | -9.3% | 3,000 | -11.8% | 0.05% | -11.5% |
| Q2 2017 | $356,000 | -45.2% | 3,400 | -45.6% | 0.05% | -46.4% |
| Q1 2017 | $650,000 | -3.6% | 6,250 | -6.0% | 0.10% | -8.5% |
| Q4 2016 | $674,000 | – | 6,650 | – | 0.11% | – |
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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% |