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 | $2,577,695 | -9.4% | 16,755 | -5.1% | 0.26% | -6.8% |
| Q2 2023 | $2,845,114 | -2.9% | 17,650 | -8.6% | 0.28% | -9.4% |
| Q1 2023 | $2,931,449 | +3.8% | 19,316 | -0.8% | 0.31% | -2.8% |
| Q4 2022 | $2,824,123 | +7.7% | 19,467 | -4.6% | 0.32% | -16.6% |
| Q3 2022 | $2,623,000 | -10.0% | 20,410 | -3.7% | 0.38% | -2.8% |
| Q2 2022 | $2,913,000 | -11.6% | 21,189 | +0.1% | 0.39% | -1.3% |
| Q1 2022 | $3,297,000 | -0.5% | 21,175 | +0.1% | 0.40% | -9.2% |
| Q4 2021 | $3,312,000 | +29.4% | 21,144 | +20.1% | 0.44% | +12.1% |
| Q3 2021 | $2,560,000 | -25.9% | 17,603 | -24.7% | 0.39% | -32.7% |
| Q2 2021 | $3,453,000 | +18.3% | 23,386 | +13.2% | 0.58% | -13.0% |
| Q1 2021 | $2,918,000 | +246.1% | 20,662 | +213.7% | 0.66% | +199.1% |
| Q4 2020 | $843,000 | +12.4% | 6,587 | -1.2% | 0.22% | -4.7% |
| Q3 2020 | $750,000 | -12.4% | 6,670 | -15.7% | 0.23% | -23.4% |
| Q2 2020 | $856,000 | +12.5% | 7,913 | +0.0% | 0.30% | -6.5% |
| Q1 2020 | $761,000 | -20.6% | 7,910 | +7.3% | 0.32% | -1.8% |
| Q4 2019 | $959,000 | +29.2% | 7,374 | +21.4% | 0.33% | +24.0% |
| Q3 2019 | $742,000 | +1.6% | 6,072 | -3.1% | 0.27% | -44.7% |
| Q2 2019 | $730,000 | -12.4% | 6,266 | -15.2% | 0.48% | -15.4% |
| Q1 2019 | $833,000 | +11.7% | 7,387 | +0.2% | 0.57% | -4.5% |
| Q4 2018 | $746,000 | -9.8% | 7,372 | +3.2% | 0.60% | +0.8% |
| Q3 2018 | $827,000 | +27.8% | 7,143 | +21.5% | 0.59% | +9.8% |
| Q2 2018 | $647,000 | -12.4% | 5,877 | -13.0% | 0.54% | -19.9% |
| Q1 2018 | $739,000 | -4.2% | 6,755 | +0.0% | 0.67% | -4.7% |
| Q4 2017 | $771,000 | +3.2% | 6,753 | -2.4% | 0.71% | -2.6% |
| Q3 2017 | $747,000 | +2.9% | 6,921 | +0.0% | 0.73% | +21.6% |
| Q2 2017 | $726,000 | +25.0% | 6,918 | +23.8% | 0.60% | +5.3% |
| Q1 2017 | $581,000 | -9.2% | 5,587 | -11.4% | 0.57% | -17.9% |
| Q4 2016 | $640,000 | +7.0% | 6,309 | +0.3% | 0.69% | +16.7% |
| Q3 2016 | $598,000 | +3.5% | 6,293 | +1.2% | 0.59% | -2.3% |
| Q2 2016 | $578,000 | -9.3% | 6,220 | -12.2% | 0.61% | -17.2% |
| Q1 2016 | $637,000 | +6.3% | 7,084 | +4.7% | 0.73% | -6.0% |
| Q4 2015 | $599,000 | – | 6,768 | – | 0.78% | – |
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% |