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 | $407,060 | -1.0% | 2,646 | +3.7% | 0.02% | 0.0% |
Q2 2023 | $411,356 | +49.9% | 2,552 | +41.2% | 0.02% | +26.7% |
Q1 2023 | $274,382 | +4.6% | 1,808 | 0.0% | 0.02% | +7.1% |
Q4 2022 | $262,286 | +22.6% | 1,808 | +8.2% | 0.01% | -6.7% |
Q4 2020 | $214,000 | -8.5% | 1,671 | -7.3% | 0.02% | -21.1% |
Q4 2019 | $234,000 | +8.8% | 1,802 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $215,000 | 0.0% | 1,802 | -2.3% | 0.02% | -5.0% |
Q2 2019 | $215,000 | +3.4% | 1,844 | 0.0% | 0.02% | -4.8% |
Q1 2019 | $208,000 | -1.0% | 1,844 | +1.9% | 0.02% | 0.0% |
Q3 2018 | $210,000 | +1.4% | 1,809 | 0.0% | 0.02% | -8.7% |
Q4 2017 | $207,000 | – | 1,809 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
LPWM LLC | 208,165 | $26,649,000 | 19.89% |
Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |