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 | $1,811,929 | +94864.8% | 11,778 | -0.5% | 0.05% | -1.8% |
| Q2 2023 | $1,908 | +8.0% | 11,834 | +1.7% | 0.06% | -1.8% |
| Q1 2023 | $1,766 | +21.0% | 11,635 | +15.6% | 0.06% | +14.3% |
| Q4 2022 | $1,460 | -99.9% | 10,063 | -5.7% | 0.05% | -3.9% |
| Q3 2022 | $1,372,000 | -3.0% | 10,671 | +3.6% | 0.05% | 0.0% |
| Q2 2022 | $1,415,000 | -5.7% | 10,298 | +6.8% | 0.05% | +10.9% |
| Q1 2022 | $1,501,000 | +25.2% | 9,642 | +25.9% | 0.05% | +27.8% |
| Q4 2021 | $1,199,000 | +7.6% | 7,656 | -0.0% | 0.04% | -2.7% |
| Q3 2021 | $1,114,000 | -2.0% | 7,658 | -0.6% | 0.04% | -2.6% |
| Q2 2021 | $1,137,000 | +0.4% | 7,703 | -4.0% | 0.04% | -5.0% |
| Q1 2021 | $1,133,000 | -1.2% | 8,022 | -10.5% | 0.04% | -9.1% |
| Q4 2020 | $1,147,000 | +15.4% | 8,964 | +1.4% | 0.04% | +2.3% |
| Q3 2020 | $994,000 | +3.9% | 8,837 | 0.0% | 0.04% | -6.5% |
| Q2 2020 | $957,000 | +4.5% | 8,837 | -7.2% | 0.05% | -14.8% |
| Q1 2020 | $916,000 | -25.6% | 9,521 | +0.6% | 0.05% | -8.5% |
| Q4 2019 | $1,231,000 | +7.5% | 9,463 | -1.5% | 0.06% | 0.0% |
| Q3 2019 | $1,145,000 | +4.7% | 9,611 | +2.4% | 0.06% | -1.7% |
| Q2 2019 | $1,094,000 | +15.6% | 9,385 | +11.9% | 0.06% | +9.1% |
| Q1 2019 | $946,000 | -21.3% | 8,388 | -29.4% | 0.06% | -28.6% |
| Q4 2018 | $1,202,000 | -13.0% | 11,889 | -0.3% | 0.08% | -1.3% |
| Q3 2018 | $1,382,000 | +47.2% | 11,928 | +39.8% | 0.08% | +36.8% |
| Q2 2018 | $939,000 | -2.2% | 8,530 | -2.8% | 0.06% | -13.6% |
| Q1 2018 | $960,000 | -7.7% | 8,780 | -3.5% | 0.07% | -5.7% |
| Q4 2017 | $1,040,000 | +4.8% | 9,103 | -0.9% | 0.07% | -1.4% |
| Q3 2017 | $992,000 | +2.9% | 9,189 | 0.0% | 0.07% | -1.4% |
| Q2 2017 | $964,000 | -2.7% | 9,189 | -3.5% | 0.07% | -4.0% |
| Q1 2017 | $991,000 | +4.9% | 9,526 | +2.2% | 0.08% | 0.0% |
| Q4 2016 | $945,000 | +5.5% | 9,322 | -1.2% | 0.08% | -2.6% |
| Q3 2016 | $896,000 | -2.8% | 9,436 | -4.9% | 0.08% | -4.9% |
| Q2 2016 | $922,000 | -2.9% | 9,926 | -6.0% | 0.08% | -9.0% |
| Q1 2016 | $950,000 | -2.8% | 10,559 | -4.3% | 0.09% | -1.1% |
| Q4 2015 | $977,000 | +2.7% | 11,035 | -2.5% | 0.09% | -15.9% |
| Q3 2015 | $951,000 | -2.3% | 11,317 | +7.2% | 0.11% | +3.9% |
| Q2 2015 | $973,000 | +4.5% | 10,552 | +4.9% | 0.10% | +3.0% |
| Q1 2015 | $931,000 | -46.7% | 10,058 | -46.0% | 0.10% | -46.8% |
| Q4 2014 | $1,748,000 | +120.7% | 18,641 | +112.0% | 0.19% | +106.6% |
| Q3 2014 | $792,000 | +37.3% | 8,792 | +37.4% | 0.09% | +37.9% |
| Q2 2014 | $577,000 | +3.8% | 6,397 | 0.0% | 0.07% | -2.9% |
| Q1 2014 | $556,000 | +29.3% | 6,397 | +27.0% | 0.07% | +21.4% |
| Q4 2013 | $430,000 | -15.7% | 5,037 | -22.6% | 0.06% | -28.2% |
| Q3 2013 | $510,000 | -18.8% | 6,506 | -21.5% | 0.08% | -24.3% |
| Q2 2013 | $628,000 | – | 8,290 | – | 0.10% | – |
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% |