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 | $1,303,243 | -8.7% | 8,471 | -4.3% | 0.52% | -1.7% |
| Q2 2023 | $1,426,921 | +16.2% | 8,852 | +9.4% | 0.53% | +11.5% |
| Q1 2023 | $1,228,257 | +4.0% | 8,093 | -0.6% | 0.48% | +3.5% |
| Q4 2022 | $1,181,366 | +12.3% | 8,143 | -0.5% | 0.46% | +5.3% |
| Q3 2022 | $1,052,000 | -9.8% | 8,188 | -3.5% | 0.44% | -4.2% |
| Q2 2022 | $1,166,000 | -15.0% | 8,486 | -3.6% | 0.46% | +7.5% |
| Q1 2022 | $1,371,000 | -0.5% | 8,804 | +0.1% | 0.42% | +4.4% |
| Q4 2021 | $1,378,000 | +13.0% | 8,798 | +4.9% | 0.41% | +8.5% |
| Q3 2021 | $1,220,000 | -2.2% | 8,389 | 0.0% | 0.38% | +0.8% |
| Q2 2021 | $1,248,000 | +76.5% | 8,389 | +67.5% | 0.37% | +65.3% |
| Q1 2021 | $707,000 | +89.5% | 5,009 | +71.9% | 0.22% | +70.5% |
| Q4 2020 | $373,000 | +12.7% | 2,914 | -1.0% | 0.13% | -2.2% |
| Q3 2020 | $331,000 | +3.8% | 2,944 | 0.0% | 0.14% | 0.0% |
| Q2 2020 | $319,000 | -8.9% | 2,944 | -19.1% | 0.14% | -24.2% |
| Q1 2020 | $350,000 | -26.3% | 3,640 | -0.4% | 0.18% | -3.8% |
| Q4 2019 | $475,000 | +9.2% | 3,655 | 0.0% | 0.18% | +13.5% |
| Q3 2019 | $435,000 | +2.1% | 3,655 | 0.0% | 0.16% | +2.5% |
| Q2 2019 | $426,000 | +3.4% | 3,655 | 0.0% | 0.16% | +4.6% |
| Q1 2019 | $412,000 | +11.4% | 3,655 | 0.0% | 0.15% | 0.0% |
| Q4 2018 | $370,000 | -12.5% | 3,655 | 0.0% | 0.15% | +2.0% |
| Q3 2018 | $423,000 | +54.4% | 3,655 | +47.1% | 0.15% | +52.0% |
| Q2 2018 | $274,000 | – | 2,485 | – | 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% |