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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,504,000 | +135.0% | 9,600 | +118.2% | 0.00% | +200.0% |
| Q3 2021 | $640,000 | -89.6% | 4,400 | -89.5% | 0.00% | -92.9% |
| Q2 2021 | $6,171,000 | +31.2% | 41,800 | +25.5% | 0.01% | +16.7% |
| Q1 2021 | $4,703,000 | +33.1% | 33,300 | +20.7% | 0.01% | +20.0% |
| Q4 2020 | $3,533,000 | -51.0% | 27,600 | -57.0% | 0.01% | -61.5% |
| Q3 2020 | $7,215,000 | +193.8% | 64,164 | +182.7% | 0.03% | +116.7% |
| Q2 2020 | $2,456,000 | +40.4% | 22,700 | +51.3% | 0.01% | +100.0% |
| Q2 2019 | $1,749,000 | -72.2% | 15,000 | -75.9% | 0.01% | -76.0% |
| Q4 2018 | $6,291,000 | -56.3% | 62,200 | -50.0% | 0.02% | -35.9% |
| Q3 2018 | $14,399,000 | +251.5% | 124,300 | +234.1% | 0.04% | +225.0% |
| Q2 2018 | $4,097,000 | -59.1% | 37,200 | -59.4% | 0.01% | -63.6% |
| Q1 2018 | $10,026,000 | -46.2% | 91,700 | -43.8% | 0.03% | -45.9% |
| Q4 2017 | $18,644,000 | +1000.6% | 163,202 | +939.5% | 0.06% | +916.7% |
| Q3 2017 | $1,694,000 | -76.9% | 15,700 | -77.6% | 0.01% | -77.8% |
| Q2 2017 | $7,347,000 | +117.3% | 70,000 | +115.4% | 0.03% | +145.5% |
| Q1 2017 | $3,381,000 | +283.3% | 32,500 | +273.6% | 0.01% | +266.7% |
| Q4 2016 | $882,000 | -0.5% | 8,700 | -13.1% | 0.00% | -25.0% |
| Q4 2015 | $886,000 | +184.0% | 10,007 | +169.9% | 0.00% | +100.0% |
| Q3 2015 | $312,000 | -7.7% | 3,708 | +3.0% | 0.00% | 0.0% |
| Q4 2014 | $338,000 | -14.4% | 3,600 | -17.9% | 0.00% | 0.0% |
| Q3 2014 | $395,000 | -67.8% | 4,386 | -69.4% | 0.00% | -71.4% |
| Q4 2013 | $1,225,000 | -3.5% | 14,332 | -11.5% | 0.01% | -12.5% |
| Q3 2013 | $1,269,000 | – | 16,200 | – | 0.01% | – |
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% |