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 | $2,036,688 | -4.6% | 13,239 | -0.1% | 0.15% | -1.9% |
| Q2 2023 | $2,135,607 | +5.1% | 13,249 | -1.1% | 0.16% | -0.6% |
| Q1 2023 | $2,032,674 | +4.6% | 13,394 | 0.0% | 0.16% | -1.2% |
| Q4 2022 | $1,943,068 | +7.1% | 13,394 | -5.1% | 0.16% | +3.2% |
| Q3 2022 | $1,815,000 | +68.1% | 14,121 | +79.7% | 0.16% | +76.1% |
| Q2 2022 | $1,080,000 | -4.7% | 7,856 | +8.0% | 0.09% | +8.6% |
| Q1 2022 | $1,133,000 | +38.3% | 7,276 | +39.2% | 0.08% | +42.1% |
| Q4 2021 | $819,000 | +1.9% | 5,226 | -5.5% | 0.06% | -5.0% |
| Q3 2021 | $804,000 | -3.8% | 5,530 | -2.3% | 0.06% | -4.8% |
| Q2 2021 | $836,000 | +3.1% | 5,660 | -1.5% | 0.06% | -4.5% |
| Q1 2021 | $811,000 | +10.3% | 5,745 | 0.0% | 0.07% | +4.8% |
| Q4 2020 | $735,000 | +63.3% | 5,745 | +43.4% | 0.06% | -28.4% |
| Q3 2020 | $450,000 | -16.0% | 4,005 | -19.1% | 0.09% | +54.4% |
| Q2 2020 | $536,000 | +165.3% | 4,951 | +136.2% | 0.06% | +119.2% |
| Q1 2020 | $202,000 | -26.0% | 2,096 | 0.0% | 0.03% | -10.3% |
| Q4 2019 | $273,000 | +13.8% | 2,096 | +4.0% | 0.03% | +7.4% |
| Q3 2019 | $240,000 | -1.6% | 2,016 | -3.8% | 0.03% | -6.9% |
| Q2 2019 | $244,000 | +3.4% | 2,095 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $236,000 | +11.3% | 2,095 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $212,000 | -18.1% | 2,095 | -6.3% | 0.03% | -6.2% |
| Q3 2018 | $259,000 | +5.3% | 2,237 | 0.0% | 0.03% | -3.0% |
| Q2 2018 | $246,000 | +7.4% | 2,237 | +6.8% | 0.03% | +6.5% |
| Q1 2018 | $229,000 | -4.2% | 2,095 | 0.0% | 0.03% | -6.1% |
| Q4 2017 | $239,000 | – | 2,095 | – | 0.03% | – |
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% |