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 | $35,510,880 | -8.4% | 230,830 | -4.0% | 4.42% | -4.4% |
| Q2 2023 | $38,765,880 | +3.2% | 240,498 | -2.8% | 4.62% | +2.6% |
| Q1 2023 | $37,566,524 | +3.3% | 247,539 | -1.2% | 4.50% | -13.3% |
| Q4 2022 | $36,355,729 | +13.3% | 250,608 | +0.4% | 5.19% | +8.1% |
| Q3 2022 | $32,077,000 | -7.9% | 249,590 | -1.5% | 4.80% | -2.1% |
| Q2 2022 | $34,840,000 | -10.2% | 253,457 | +1.8% | 4.91% | +3.3% |
| Q1 2022 | $38,788,000 | -0.1% | 249,091 | +0.5% | 4.75% | +8.3% |
| Q4 2021 | $38,810,000 | +8.8% | 247,779 | +1.1% | 4.38% | +0.9% |
| Q3 2021 | $35,657,000 | +1.5% | 245,197 | +3.0% | 4.35% | +2.4% |
| Q2 2021 | $35,142,000 | +4.9% | 238,026 | +0.4% | 4.25% | -2.0% |
| Q1 2021 | $33,497,000 | +3.9% | 237,162 | -5.8% | 4.33% | +0.8% |
| Q4 2020 | $32,248,000 | +17.3% | 251,896 | +3.0% | 4.30% | +7.2% |
| Q3 2020 | $27,489,000 | +5.4% | 244,456 | +1.5% | 4.01% | -2.9% |
| Q2 2020 | $26,071,000 | +23.3% | 240,926 | +9.7% | 4.13% | +2.8% |
| Q1 2020 | $21,140,000 | -26.6% | 219,633 | -0.8% | 4.02% | -9.1% |
| Q4 2019 | $28,812,000 | +1.3% | 221,478 | -7.2% | 4.42% | +7.0% |
| Q3 2019 | $28,438,000 | +1.6% | 238,692 | -0.6% | 4.13% | -2.1% |
| Q2 2019 | $27,986,000 | +0.2% | 240,080 | -3.1% | 4.22% | -0.8% |
| Q1 2019 | $27,924,000 | +9.4% | 247,690 | -1.9% | 4.25% | -0.4% |
| Q4 2018 | $25,525,000 | -11.2% | 252,373 | +1.7% | 4.27% | +1.8% |
| Q3 2018 | $28,737,000 | +7.1% | 248,079 | +1.8% | 4.20% | -0.2% |
| Q2 2018 | $26,841,000 | +6.4% | 243,725 | +5.6% | 4.20% | -2.4% |
| Q1 2018 | $25,228,000 | +0.8% | 230,729 | +5.3% | 4.31% | +9.3% |
| Q4 2017 | $25,023,000 | +7.6% | 219,036 | +1.6% | 3.94% | -9.1% |
| Q3 2017 | $23,255,000 | +8.9% | 215,503 | +5.9% | 4.34% | +7.8% |
| Q2 2017 | $21,360,000 | +0.8% | 203,502 | -0.1% | 4.03% | -1.0% |
| Q1 2017 | $21,195,000 | +3.0% | 203,716 | +0.4% | 4.07% | -2.0% |
| Q4 2016 | $20,573,000 | +9.6% | 202,932 | +2.6% | 4.15% | +1.9% |
| Q3 2016 | $18,777,000 | +2.4% | 197,734 | +0.2% | 4.08% | +2.4% |
| Q2 2016 | $18,340,000 | +0.8% | 197,415 | -2.4% | 3.98% | -4.3% |
| Q1 2016 | $18,197,000 | +5.9% | 202,352 | +4.2% | 4.16% | +3.0% |
| Q4 2015 | $17,190,000 | +13.8% | 194,167 | +8.1% | 4.04% | +7.8% |
| Q3 2015 | $15,100,000 | -8.0% | 179,694 | +1.0% | 3.75% | -16.5% |
| Q2 2015 | $16,411,000 | -1.7% | 177,971 | -1.3% | 4.48% | -1.1% |
| Q1 2015 | $16,696,000 | +1.3% | 180,380 | +2.6% | 4.53% | -0.5% |
| Q4 2014 | $16,479,000 | +6.8% | 175,739 | +2.6% | 4.56% | +7.1% |
| Q3 2014 | $15,425,000 | +3.5% | 171,255 | +3.7% | 4.25% | +5.5% |
| Q2 2014 | $14,903,000 | +6.7% | 165,080 | +2.7% | 4.03% | -1.4% |
| Q1 2014 | $13,963,000 | +4.4% | 160,683 | +2.6% | 4.09% | +4.1% |
| Q4 2013 | $13,380,000 | +8.9% | 156,566 | -0.2% | 3.93% | -2.5% |
| Q3 2013 | $12,281,000 | +4.0% | 156,805 | +0.6% | 4.03% | -0.5% |
| Q2 2013 | $11,806,000 | – | 155,811 | – | 4.05% | – |
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% |