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 | $1,302,871 | -6.6% | 8,469 | -2.1% | 0.05% | -3.8% |
| Q2 2023 | $1,394,294 | +6.2% | 8,650 | 0.0% | 0.05% | +1.9% |
| Q1 2023 | $1,312,724 | +4.3% | 8,650 | -0.3% | 0.05% | 0.0% |
| Q4 2022 | $1,258,337 | +5.5% | 8,674 | -6.6% | 0.05% | -3.7% |
| Q3 2022 | $1,193,000 | +3.4% | 9,283 | +10.5% | 0.05% | +10.2% |
| Q2 2022 | $1,154,000 | -11.8% | 8,398 | -0.1% | 0.05% | -2.0% |
| Q1 2022 | $1,309,000 | -4.1% | 8,408 | -3.5% | 0.05% | -2.0% |
| Q4 2021 | $1,365,000 | +10.5% | 8,715 | +2.7% | 0.05% | -1.9% |
| Q3 2021 | $1,235,000 | -4.2% | 8,490 | -2.8% | 0.05% | -10.3% |
| Q2 2021 | $1,289,000 | +0.9% | 8,733 | -3.5% | 0.06% | -4.9% |
| Q1 2021 | $1,278,000 | +9.5% | 9,047 | -0.8% | 0.06% | +1.7% |
| Q4 2020 | $1,167,000 | +13.1% | 9,117 | -0.7% | 0.06% | -3.2% |
| Q3 2020 | $1,032,000 | +1.7% | 9,181 | -2.1% | 0.06% | -6.1% |
| Q2 2020 | $1,015,000 | +15.5% | 9,381 | +2.7% | 0.07% | -1.5% |
| Q1 2020 | $879,000 | -25.0% | 9,135 | +1.4% | 0.07% | -6.9% |
| Q4 2019 | $1,172,000 | +8.1% | 9,010 | -1.0% | 0.07% | +5.9% |
| Q3 2019 | $1,084,000 | +2.3% | 9,097 | 0.0% | 0.07% | 0.0% |
| Q2 2019 | $1,060,000 | +3.3% | 9,097 | 0.0% | 0.07% | -1.4% |
| Q1 2019 | $1,026,000 | +11.8% | 9,097 | +0.3% | 0.07% | -1.4% |
| Q4 2018 | $918,000 | -20.0% | 9,072 | -8.5% | 0.07% | -10.3% |
| Q3 2018 | $1,148,000 | +2.7% | 9,910 | -2.4% | 0.08% | -3.7% |
| Q2 2018 | $1,118,000 | -2.5% | 10,155 | -3.2% | 0.08% | -5.8% |
| Q1 2018 | $1,147,000 | -4.5% | 10,494 | -0.1% | 0.09% | -2.3% |
| Q4 2017 | $1,201,000 | +3.9% | 10,509 | -1.9% | 0.09% | -3.3% |
| Q3 2017 | $1,156,000 | +2.8% | 10,713 | 0.0% | 0.09% | -3.2% |
| Q2 2017 | $1,124,000 | -5.2% | 10,713 | -6.0% | 0.09% | -10.5% |
| Q1 2017 | $1,186,000 | -15.1% | 11,398 | -17.3% | 0.10% | -18.0% |
| Q4 2016 | $1,397,000 | +9.8% | 13,780 | +2.9% | 0.13% | -3.8% |
| Q3 2016 | $1,272,000 | +1.4% | 13,390 | -0.9% | 0.13% | -5.0% |
| Q2 2016 | $1,255,000 | -0.7% | 13,510 | -3.9% | 0.14% | -4.8% |
| Q1 2016 | $1,264,000 | -0.2% | 14,056 | -1.8% | 0.15% | -7.5% |
| Q4 2015 | $1,267,000 | +3.6% | 14,316 | -1.6% | 0.16% | -4.8% |
| Q3 2015 | $1,223,000 | -17.1% | 14,551 | -9.1% | 0.17% | -10.7% |
| Q2 2015 | $1,476,000 | -0.9% | 16,012 | -0.6% | 0.19% | -0.5% |
| Q1 2015 | $1,490,000 | -1.1% | 16,102 | +0.3% | 0.19% | 0.0% |
| Q4 2014 | $1,506,000 | -3.7% | 16,059 | -7.5% | 0.19% | -9.6% |
| Q3 2014 | $1,564,000 | -3.6% | 17,364 | -3.4% | 0.21% | -3.7% |
| Q2 2014 | $1,623,000 | +6.6% | 17,972 | +2.6% | 0.22% | +1.4% |
| Q1 2014 | $1,522,000 | +3.6% | 17,517 | +1.9% | 0.21% | +0.9% |
| Q4 2013 | $1,469,000 | +6.6% | 17,191 | -2.3% | 0.21% | -3.7% |
| Q3 2013 | $1,378,000 | -0.6% | 17,598 | -3.8% | 0.22% | +2.8% |
| Q2 2013 | $1,386,000 | – | 18,297 | – | 0.21% | – |
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% |