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 | $22,321 | -12.5% | 145,092 | -8.4% | 0.08% | -6.7% |
| Q2 2023 | $25,522 | +4.5% | 158,336 | -1.6% | 0.09% | -11.0% |
| Q1 2023 | $24,423 | +2.1% | 160,932 | -2.4% | 0.10% | +7.5% |
| Q4 2022 | $23,915 | -99.9% | 164,850 | +0.3% | 0.09% | +3.3% |
| Q3 2022 | $21,117,000 | -17.7% | 164,303 | -11.3% | 0.09% | -22.4% |
| Q2 2022 | $25,656,000 | -13.0% | 185,160 | -2.2% | 0.12% | -7.9% |
| Q1 2022 | $29,483,000 | -2.5% | 189,335 | -1.9% | 0.13% | +7.7% |
| Q4 2021 | $30,224,000 | +5.2% | 192,963 | -2.3% | 0.12% | -4.9% |
| Q3 2021 | $28,722,000 | -25.7% | 197,504 | -24.6% | 0.12% | -27.6% |
| Q2 2021 | $38,656,000 | +36.3% | 261,829 | +30.4% | 0.17% | +23.2% |
| Q1 2021 | $28,355,000 | +29.0% | 200,756 | +17.0% | 0.14% | +30.2% |
| Q4 2020 | $21,976,000 | +22.8% | 171,658 | +7.9% | 0.11% | +3.9% |
| Q3 2020 | $17,889,000 | -40.6% | 159,080 | -42.8% | 0.10% | -46.3% |
| Q2 2020 | $30,117,000 | -4.2% | 278,323 | -14.8% | 0.19% | -23.7% |
| Q1 2020 | $31,434,000 | -8.6% | 326,589 | +23.5% | 0.25% | +10.2% |
| Q4 2019 | $34,390,000 | +0.1% | 264,356 | -8.3% | 0.23% | -9.6% |
| Q3 2019 | $34,357,000 | -4.3% | 288,371 | -6.3% | 0.25% | -9.4% |
| Q2 2019 | $35,894,000 | +7.5% | 307,920 | +3.9% | 0.28% | +0.4% |
| Q1 2019 | $33,404,000 | -24.5% | 296,292 | -32.3% | 0.28% | -35.4% |
| Q4 2018 | $44,233,000 | -3.1% | 437,344 | +11.0% | 0.43% | +8.4% |
| Q3 2018 | $45,627,000 | +5.4% | 393,875 | +0.2% | 0.39% | -5.5% |
| Q2 2018 | $43,309,000 | +0.2% | 393,253 | -0.5% | 0.42% | -4.4% |
| Q1 2018 | $43,205,000 | -10.9% | 395,147 | -6.9% | 0.44% | -13.5% |
| Q4 2017 | $48,471,000 | +13.4% | 424,290 | +7.1% | 0.50% | +3.3% |
| Q3 2017 | $42,734,000 | -0.4% | 396,017 | -3.1% | 0.49% | -9.1% |
| Q2 2017 | $42,889,000 | -7.7% | 408,619 | -8.5% | 0.54% | -13.3% |
| Q1 2017 | $46,448,000 | -12.1% | 446,439 | -14.3% | 0.62% | -22.5% |
| Q4 2016 | $52,828,000 | +35.1% | 521,088 | +26.6% | 0.80% | +15.7% |
| Q3 2016 | $39,101,000 | -41.6% | 411,761 | -42.9% | 0.69% | -49.5% |
| Q2 2016 | $66,970,000 | +270.5% | 720,882 | +258.6% | 1.36% | +188.0% |
| Q1 2016 | $18,078,000 | +276.4% | 201,019 | +270.6% | 0.47% | +282.3% |
| Q4 2015 | $4,803,000 | +50.1% | 54,248 | +42.5% | 0.12% | +37.8% |
| Q3 2015 | $3,200,000 | -99.9% | 38,077 | +10.2% | 0.09% | +34.3% |
| Q2 2015 | $3,185,438,000 | +124721.2% | 34,545 | +25.3% | 0.07% | +39.6% |
| Q1 2015 | $2,552,000 | -99.9% | 27,567 | +3.3% | 0.05% | -4.0% |
| Q4 2014 | $2,502,682,000 | +14.9% | 26,690 | +10.4% | 0.05% | +11.1% |
| Q3 2014 | $2,177,315,000 | +3.3% | 24,174 | +3.5% | 0.04% | -2.2% |
| Q2 2014 | $2,107,639,000 | +32.8% | 23,346 | +27.8% | 0.05% | +21.1% |
| Q1 2014 | $1,587,540,000 | -42.7% | 18,269 | -43.7% | 0.04% | -47.9% |
| Q4 2013 | $2,771,300,000 | +10.8% | 32,428 | +1.6% | 0.07% | -2.7% |
| Q3 2013 | $2,500,099,000 | – | 31,922 | – | 0.08% | – |
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% |