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 | $20,166,342 | -5.8% | 130,374 | -1.8% | 1.76% | +1.1% |
| Q2 2023 | $21,399,927 | +3.0% | 132,762 | -3.1% | 1.74% | +4.5% |
| Q1 2023 | $20,786,586 | +2.2% | 136,970 | -2.3% | 1.67% | -1.2% |
| Q4 2022 | $20,346,375 | +1467.5% | 140,252 | +1288.9% | 1.69% | +1344.4% |
| Q3 2022 | $1,298,000 | -4.8% | 10,098 | +1.8% | 0.12% | -3.3% |
| Q2 2022 | $1,364,000 | +16.6% | 9,920 | +32.0% | 0.12% | +45.8% |
| Q1 2022 | $1,170,000 | -0.8% | 7,516 | -0.2% | 0.08% | +2.5% |
| Q4 2021 | $1,179,000 | +7.7% | 7,530 | 0.0% | 0.08% | -6.9% |
| Q3 2021 | $1,095,000 | -1.6% | 7,530 | -0.1% | 0.09% | -4.4% |
| Q2 2021 | $1,113,000 | -4.9% | 7,539 | -9.0% | 0.09% | -14.2% |
| Q1 2021 | $1,170,000 | +7.2% | 8,282 | -2.9% | 0.11% | +1.9% |
| Q4 2020 | $1,091,000 | -5.9% | 8,525 | -17.3% | 0.10% | -14.0% |
| Q3 2020 | $1,159,000 | -25.6% | 10,311 | -28.3% | 0.12% | -25.8% |
| Q2 2020 | $1,557,000 | +33.1% | 14,389 | +18.3% | 0.16% | +14.8% |
| Q1 2020 | $1,170,000 | +12.8% | 12,161 | +52.6% | 0.14% | +63.2% |
| Q4 2019 | $1,037,000 | +184.1% | 7,969 | +160.0% | 0.09% | +70.6% |
| Q3 2019 | $365,000 | -7.8% | 3,065 | -9.7% | 0.05% | -12.1% |
| Q2 2019 | $396,000 | +3.4% | 3,395 | 0.0% | 0.06% | +13.7% |
| Q1 2019 | $383,000 | +10.7% | 3,395 | -0.8% | 0.05% | +8.5% |
| Q4 2018 | $346,000 | -26.2% | 3,424 | -15.5% | 0.05% | -36.5% |
| Q3 2018 | $469,000 | +4.0% | 4,053 | -1.1% | 0.07% | +1.4% |
| Q2 2018 | $451,000 | +0.7% | 4,097 | 0.0% | 0.07% | -1.4% |
| Q1 2018 | $448,000 | -4.3% | 4,097 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $468,000 | -2.3% | 4,097 | -7.7% | 0.07% | -6.3% |
| Q3 2017 | $479,000 | +2.8% | 4,437 | 0.0% | 0.08% | +17.9% |
| Q2 2017 | $466,000 | +0.9% | 4,437 | 0.0% | 0.07% | +3.1% |
| Q1 2017 | $462,000 | +20.6% | 4,437 | +17.6% | 0.06% | +12.1% |
| Q4 2016 | $383,000 | -2.3% | 3,774 | -8.7% | 0.06% | -1.7% |
| Q3 2016 | $392,000 | +2.1% | 4,132 | 0.0% | 0.06% | -3.3% |
| Q2 2016 | $384,000 | – | 4,132 | – | 0.06% | – |
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% |