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 2022 | $613,000 | +6.6% | 4,772 | +14.0% | 0.03% | +13.0% |
| Q2 2022 | $575,000 | +109.1% | 4,185 | +137.1% | 0.02% | +130.0% |
| Q1 2022 | $275,000 | -0.7% | 1,765 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $277,000 | -18.3% | 1,765 | -24.3% | 0.01% | -23.1% |
| Q3 2021 | $339,000 | +25.1% | 2,333 | +27.3% | 0.01% | +18.2% |
| Q2 2021 | $271,000 | +4.6% | 1,833 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $259,000 | +10.2% | 1,833 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $235,000 | +13.5% | 1,833 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $207,000 | +4.5% | 1,833 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $198,000 | +842.9% | 1,833 | +729.4% | 0.01% | +1000.0% |
| Q1 2020 | $21,000 | +23.5% | 221 | +71.3% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +13.3% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | +15.4% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -13.3% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $15,000 | +7.1% | 129 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | 0.0% | 129 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $14,000 | -6.7% | 129 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | +7.1% | 129 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | – | 129 | – | 0.00% | – |
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% |