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 | $8,245,361 | -3.7% | 53,597 | +0.9% | 0.21% | -0.9% |
| Q2 2023 | $8,558,551 | +8.0% | 53,096 | +1.7% | 0.22% | +0.9% |
| Q1 2023 | $7,922,028 | +9.2% | 52,201 | +4.4% | 0.21% | +1.9% |
| Q4 2022 | $7,252,774 | +19.0% | 49,995 | +5.4% | 0.21% | -5.4% |
| Q3 2022 | $6,097,000 | -5.6% | 47,442 | +1.0% | 0.22% | -3.9% |
| Q2 2022 | $6,458,000 | -9.9% | 46,984 | +2.1% | 0.23% | +1.3% |
| Q1 2022 | $7,168,000 | +6.3% | 46,033 | +6.9% | 0.23% | +7.6% |
| Q4 2021 | $6,745,000 | +14.3% | 43,061 | +6.1% | 0.21% | +1.4% |
| Q3 2021 | $5,901,000 | +5.6% | 40,585 | +7.2% | 0.21% | -8.0% |
| Q2 2021 | $5,590,000 | +8.0% | 37,860 | +2.0% | 0.23% | -3.4% |
| Q1 2021 | $5,177,000 | +12.9% | 37,102 | +1.9% | 0.23% | +3.5% |
| Q4 2020 | $4,587,000 | +15.5% | 36,406 | +3.1% | 0.23% | +4.6% |
| Q3 2020 | $3,972,000 | +9.5% | 35,315 | +5.3% | 0.22% | +4.3% |
| Q2 2020 | $3,628,000 | +24.2% | 33,530 | +10.4% | 0.21% | +2.5% |
| Q1 2020 | $2,922,000 | -40.0% | 30,361 | -18.8% | 0.20% | -32.9% |
| Q4 2019 | $4,866,000 | +20.8% | 37,401 | +10.6% | 0.30% | +4.2% |
| Q3 2019 | $4,029,000 | +7.9% | 33,811 | +5.5% | 0.29% | +3.2% |
| Q2 2019 | $3,734,000 | +7.5% | 32,039 | +4.0% | 0.28% | 0.0% |
| Q1 2019 | $3,473,000 | +3.2% | 30,799 | -7.4% | 0.28% | -12.2% |
| Q4 2018 | $3,364,000 | -4.8% | 33,263 | +9.1% | 0.32% | +7.8% |
| Q3 2018 | $3,532,000 | +46.2% | 30,488 | +39.0% | 0.30% | +29.3% |
| Q2 2018 | $2,416,000 | +5.7% | 21,939 | +5.0% | 0.23% | -1.3% |
| Q1 2018 | $2,285,000 | +17.3% | 20,902 | +22.6% | 0.23% | +13.2% |
| Q4 2017 | $1,948,000 | +107.7% | 17,054 | +96.3% | 0.20% | +70.8% |
| Q3 2017 | $938,000 | +8.6% | 8,689 | +5.6% | 0.12% | -2.4% |
| Q2 2017 | $864,000 | -3.0% | 8,227 | -4.0% | 0.12% | -30.1% |
| Q1 2017 | $891,000 | +5.4% | 8,567 | +2.8% | 0.18% | -3.8% |
| Q4 2016 | $845,000 | -10.2% | 8,332 | -15.4% | 0.18% | -13.7% |
| Q3 2016 | $941,000 | +0.2% | 9,848 | 0.0% | 0.21% | -1.9% |
| Q2 2016 | $939,000 | +16.1% | 9,848 | +9.4% | 0.22% | +4.3% |
| Q1 2016 | $809,000 | +8.3% | 9,000 | +6.7% | 0.21% | -11.2% |
| Q4 2015 | $747,000 | +10.7% | 8,434 | +5.0% | 0.23% | +9.9% |
| Q3 2015 | $675,000 | -11.2% | 8,031 | -2.6% | 0.21% | -12.0% |
| Q2 2015 | $760,000 | +0.9% | 8,246 | +1.4% | 0.24% | -4.4% |
| Q1 2015 | $753,000 | -16.0% | 8,135 | -14.8% | 0.25% | -19.5% |
| Q4 2014 | $896,000 | +6.4% | 9,552 | +2.2% | 0.31% | -2.5% |
| Q3 2014 | $842,000 | -3.6% | 9,350 | -3.3% | 0.32% | -7.8% |
| Q2 2014 | $873,000 | +3.7% | 9,665 | -0.3% | 0.35% | -7.7% |
| Q1 2014 | $842,000 | -2.7% | 9,695 | -4.2% | 0.38% | -4.6% |
| Q4 2013 | $865,000 | +7.5% | 10,120 | -1.5% | 0.40% | -1.2% |
| Q3 2013 | $805,000 | +2.5% | 10,278 | -0.8% | 0.40% | -2.0% |
| Q2 2013 | $785,000 | – | 10,363 | – | 0.41% | – |
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% |