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 | $19,433 | +15.0% | 126,318 | +20.5% | 0.29% | +21.7% |
| Q2 2023 | $16,896 | +6.4% | 104,823 | +0.2% | 0.24% | +2.1% |
| Q1 2023 | $15,884 | +3.3% | 104,663 | -1.3% | 0.24% | +8.8% |
| Q4 2022 | $15,381 | -99.9% | 106,023 | +0.5% | 0.22% | -9.6% |
| Q3 2022 | $13,555,000 | +132.3% | 105,473 | +148.5% | 0.24% | +139.0% |
| Q2 2022 | $5,835,000 | -65.8% | 42,449 | -61.2% | 0.10% | -60.8% |
| Q1 2022 | $17,055,000 | -1.7% | 109,525 | -1.2% | 0.26% | -16.1% |
| Q4 2021 | $17,355,000 | +5.3% | 110,801 | -2.2% | 0.30% | -3.8% |
| Q3 2021 | $16,476,000 | -3.1% | 113,298 | -1.6% | 0.32% | -6.5% |
| Q2 2021 | $16,995,000 | +2.5% | 115,114 | -1.9% | 0.34% | -2.9% |
| Q1 2021 | $16,578,000 | +6.2% | 117,374 | -3.8% | 0.35% | -3.3% |
| Q4 2020 | $15,617,000 | +141.9% | 121,990 | +112.5% | 0.36% | +114.3% |
| Q3 2020 | $6,455,000 | -41.9% | 57,405 | -44.1% | 0.17% | -47.8% |
| Q2 2020 | $11,113,000 | -13.4% | 102,698 | -23.0% | 0.32% | -22.8% |
| Q1 2020 | $12,837,000 | +41.4% | 133,366 | +91.2% | 0.42% | +82.1% |
| Q4 2019 | $9,076,000 | -47.6% | 69,763 | -52.0% | 0.23% | -58.4% |
| Q3 2019 | $17,322,000 | +2.1% | 145,396 | -0.1% | 0.55% | +2.4% |
| Q2 2019 | $16,974,000 | +117.2% | 145,614 | +110.1% | 0.54% | +64.0% |
| Q1 2019 | $7,814,000 | -42.4% | 69,311 | -48.3% | 0.33% | -50.1% |
| Q4 2018 | $13,566,000 | +187.8% | 134,130 | +229.7% | 0.66% | +179.6% |
| Q3 2018 | $4,713,000 | +1.2% | 40,684 | -3.8% | 0.24% | -3.3% |
| Q2 2018 | $4,656,000 | +1.2% | 42,277 | +0.5% | 0.24% | -2.8% |
| Q1 2018 | $4,599,000 | -10.6% | 42,062 | -6.6% | 0.25% | -22.4% |
| Q4 2017 | $5,146,000 | +8.8% | 45,042 | +2.7% | 0.32% | -0.3% |
| Q3 2017 | $4,731,000 | +5.4% | 43,841 | +2.5% | 0.32% | +0.9% |
| Q2 2017 | $4,488,000 | +13.7% | 42,762 | +12.7% | 0.32% | -14.0% |
| Q1 2017 | $3,947,000 | +1.0% | 37,939 | -1.6% | 0.37% | -11.2% |
| Q4 2016 | $3,908,000 | +27.4% | 38,551 | +19.4% | 0.42% | +22.9% |
| Q3 2016 | $3,067,000 | +1.6% | 32,297 | -0.6% | 0.34% | +2.7% |
| Q2 2016 | $3,019,000 | -12.3% | 32,498 | -15.1% | 0.33% | -16.6% |
| Q1 2016 | $3,441,000 | -14.2% | 38,259 | -15.6% | 0.40% | +8.7% |
| Q4 2015 | $4,012,000 | +137.7% | 45,317 | +125.6% | 0.37% | +86.7% |
| Q3 2015 | $1,688,000 | +12.5% | 20,084 | +23.4% | 0.20% | +24.1% |
| Q2 2015 | $1,501,000 | +6.0% | 16,279 | +6.4% | 0.16% | +1.3% |
| Q1 2015 | $1,416,000 | -0.8% | 15,296 | +0.4% | 0.16% | +4.7% |
| Q4 2014 | $1,428,000 | +75.4% | 15,228 | +68.4% | 0.15% | +63.7% |
| Q3 2014 | $814,000 | -38.9% | 9,042 | -38.7% | 0.09% | -48.9% |
| Q2 2014 | $1,332,000 | +15.8% | 14,756 | +11.5% | 0.18% | +14.8% |
| Q1 2014 | $1,150,000 | +23.0% | 13,234 | +21.0% | 0.16% | +19.2% |
| Q4 2013 | $935,000 | +43.8% | 10,936 | +31.8% | 0.13% | +1.6% |
| Q3 2013 | $650,000 | – | 8,300 | – | 0.13% | – |
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% |