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 | $334,909 | -39.7% | 2,177 | -36.8% | 0.08% | -36.1% |
| Q2 2023 | $555,298 | +6.2% | 3,445 | 0.0% | 0.12% | +2.6% |
| Q1 2023 | $522,812 | +4.6% | 3,445 | 0.0% | 0.12% | +2.7% |
| Q4 2022 | $499,765 | +12.8% | 3,445 | 0.0% | 0.11% | +5.6% |
| Q3 2022 | $443,000 | -6.5% | 3,445 | 0.0% | 0.11% | -0.9% |
| Q2 2022 | $474,000 | -11.6% | 3,445 | 0.0% | 0.11% | 0.0% |
| Q1 2022 | $536,000 | -0.7% | 3,445 | 0.0% | 0.11% | +3.8% |
| Q4 2021 | $540,000 | +7.8% | 3,445 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $501,000 | -1.6% | 3,445 | 0.0% | 0.10% | -1.0% |
| Q2 2021 | $509,000 | +4.5% | 3,445 | 0.0% | 0.10% | -0.9% |
| Q1 2021 | $487,000 | -31.4% | 3,445 | -37.9% | 0.11% | -32.9% |
| Q4 2020 | $710,000 | +13.8% | 5,545 | 0.0% | 0.16% | +4.6% |
| Q3 2020 | $624,000 | +4.0% | 5,545 | 0.0% | 0.15% | -1.3% |
| Q2 2020 | $600,000 | +12.4% | 5,545 | 0.0% | 0.15% | -0.6% |
| Q1 2020 | $534,000 | -25.9% | 5,545 | 0.0% | 0.15% | -13.0% |
| Q4 2019 | $721,000 | +9.1% | 5,545 | 0.0% | 0.18% | -1.1% |
| Q3 2019 | $661,000 | +2.3% | 5,545 | 0.0% | 0.18% | +1.1% |
| Q2 2019 | $646,000 | +3.4% | 5,545 | 0.0% | 0.18% | +2.9% |
| Q1 2019 | $625,000 | -12.1% | 5,545 | -21.1% | 0.17% | -18.9% |
| Q4 2018 | $711,000 | -12.7% | 7,030 | 0.0% | 0.21% | -1.9% |
| Q3 2018 | $814,000 | +5.2% | 7,030 | 0.0% | 0.22% | +1.9% |
| Q2 2018 | $774,000 | +0.7% | 7,030 | 0.0% | 0.21% | 0.0% |
| Q1 2018 | $769,000 | -7.7% | 7,030 | -3.5% | 0.21% | -5.4% |
| Q4 2017 | $833,000 | +84.3% | 7,288 | +74.0% | 0.22% | +76.4% |
| Q3 2017 | $452,000 | +2.7% | 4,188 | 0.0% | 0.13% | -0.8% |
| Q2 2017 | $440,000 | -15.5% | 4,188 | -16.4% | 0.13% | -16.9% |
| Q1 2017 | $521,000 | +2.6% | 5,008 | 0.0% | 0.15% | -1.3% |
| Q4 2016 | $508,000 | +1.4% | 5,008 | -5.1% | 0.16% | +1.3% |
| Q3 2016 | $501,000 | -10.9% | 5,278 | -13.0% | 0.15% | -14.0% |
| Q2 2016 | $562,000 | +7.7% | 6,068 | +4.4% | 0.18% | +7.8% |
| Q1 2016 | $522,000 | +1.6% | 5,810 | 0.0% | 0.17% | -2.4% |
| Q4 2015 | $514,000 | +5.3% | 5,810 | 0.0% | 0.17% | +2.4% |
| Q3 2015 | $488,000 | -9.0% | 5,810 | 0.0% | 0.17% | -4.6% |
| Q2 2015 | $536,000 | -14.8% | 5,810 | -14.6% | 0.17% | -11.7% |
| Q1 2015 | $629,000 | -3.4% | 6,801 | -2.1% | 0.20% | -4.4% |
| Q4 2014 | $651,000 | +6.9% | 6,946 | +2.8% | 0.21% | +1.5% |
| Q3 2014 | $609,000 | +1.2% | 6,760 | 0.0% | 0.20% | 0.0% |
| Q2 2014 | $602,000 | +13.2% | 6,760 | +10.5% | 0.20% | +9.7% |
| Q1 2014 | $532,000 | +1.7% | 6,120 | 0.0% | 0.18% | 0.0% |
| Q4 2013 | $523,000 | +9.2% | 6,120 | 0.0% | 0.18% | +3.4% |
| Q3 2013 | $479,000 | +43.0% | 6,120 | +38.3% | 0.18% | +38.8% |
| Q2 2013 | $335,000 | – | 4,425 | – | 0.13% | – |
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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% |