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 | $2,377,290 | -4.6% | 15,453 | 0.0% | 0.20% | -13.5% |
| Q2 2023 | $2,490,869 | +3.9% | 15,453 | -2.2% | 0.24% | -11.9% |
| Q1 2023 | $2,397,201 | -8.6% | 15,796 | -12.6% | 0.27% | -11.8% |
| Q4 2022 | $2,621,705 | +114.7% | 18,072 | +90.2% | 0.30% | +65.8% |
| Q3 2022 | $1,221,000 | -6.5% | 9,503 | 0.0% | 0.18% | -4.7% |
| Q2 2022 | $1,306,000 | -12.1% | 9,503 | -0.4% | 0.19% | +2.7% |
| Q1 2022 | $1,485,000 | -1.3% | 9,537 | -0.7% | 0.19% | +11.2% |
| Q4 2021 | $1,504,000 | +89.2% | 9,605 | +75.7% | 0.17% | +67.3% |
| Q3 2021 | $795,000 | -2.7% | 5,466 | -1.3% | 0.10% | -8.2% |
| Q2 2021 | $817,000 | +3.5% | 5,536 | -0.9% | 0.11% | +0.9% |
| Q1 2021 | $789,000 | +9.1% | 5,586 | -1.1% | 0.11% | +3.8% |
| Q4 2020 | $723,000 | +13.9% | 5,648 | 0.0% | 0.10% | +2.9% |
| Q3 2020 | $635,000 | +52.6% | 5,648 | +46.9% | 0.10% | +43.7% |
| Q2 2020 | $416,000 | +12.4% | 3,844 | 0.0% | 0.07% | -4.1% |
| Q1 2020 | $370,000 | -26.0% | 3,844 | 0.0% | 0.07% | -46.8% |
| Q4 2019 | $500,000 | +7.5% | 3,844 | -1.6% | 0.14% | -5.4% |
| Q3 2019 | $465,000 | +2.2% | 3,906 | 0.0% | 0.15% | -1.3% |
| Q2 2019 | $455,000 | -2.2% | 3,906 | -5.3% | 0.15% | -10.2% |
| Q1 2019 | $465,000 | -2.7% | 4,124 | 0.0% | 0.17% | -25.6% |
| Q3 2018 | $478,000 | -19.3% | 4,124 | -23.3% | 0.22% | -26.6% |
| Q2 2018 | $592,000 | +0.7% | 5,374 | 0.0% | 0.30% | -9.8% |
| Q1 2018 | $588,000 | +14.6% | 5,374 | +19.6% | 0.34% | -4.0% |
| Q4 2017 | $513,000 | +5.8% | 4,493 | 0.0% | 0.35% | +5.7% |
| Q3 2017 | $485,000 | +2.8% | 4,493 | 0.0% | 0.33% | -8.5% |
| Q2 2017 | $472,000 | +1.1% | 4,493 | 0.0% | 0.36% | -10.8% |
| Q1 2017 | $467,000 | +2.4% | 4,493 | 0.0% | 0.41% | -3.1% |
| Q4 2016 | $456,000 | – | 4,493 | – | 0.42% | – |
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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% |