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 | $4,526,656 | -4.9% | 29,424 | -0.4% | 0.01% | 0.0% |
| Q2 2023 | $4,761,301 | +6.0% | 29,538 | -0.2% | 0.01% | -12.5% |
| Q1 2023 | $4,490,950 | +5.7% | 29,592 | +1.0% | 0.01% | 0.0% |
| Q4 2022 | $4,249,889 | +18.1% | 29,295 | +4.6% | 0.01% | +14.3% |
| Q3 2022 | $3,598,000 | -6.1% | 27,996 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $3,833,000 | -12.5% | 27,884 | -0.9% | 0.01% | 0.0% |
| Q1 2022 | $4,381,000 | -11.8% | 28,134 | -11.3% | 0.01% | +16.7% |
| Q4 2021 | $4,968,000 | +18.7% | 31,716 | +10.2% | 0.01% | 0.0% |
| Q3 2021 | $4,187,000 | -0.5% | 28,790 | +1.0% | 0.01% | 0.0% |
| Q2 2021 | $4,210,000 | +7.4% | 28,512 | +2.8% | 0.01% | -14.3% |
| Q1 2021 | $3,919,000 | -0.3% | 27,739 | -9.7% | 0.01% | 0.0% |
| Q4 2020 | $3,930,000 | +15.1% | 30,708 | +1.2% | 0.01% | 0.0% |
| Q3 2020 | $3,413,000 | +35.2% | 30,356 | +30.1% | 0.01% | +16.7% |
| Q2 2020 | $2,525,000 | +6.7% | 23,341 | -5.0% | 0.01% | -14.3% |
| Q1 2020 | $2,366,000 | -33.8% | 24,581 | -10.5% | 0.01% | -22.2% |
| Q4 2019 | $3,573,000 | +15.9% | 27,461 | +6.1% | 0.01% | 0.0% |
| Q3 2019 | $3,084,000 | +6.5% | 25,885 | +4.2% | 0.01% | +12.5% |
| Q2 2019 | $2,896,000 | +2.9% | 24,844 | -0.5% | 0.01% | 0.0% |
| Q1 2019 | $2,815,000 | +26.3% | 24,969 | +13.3% | 0.01% | +14.3% |
| Q4 2018 | $2,228,000 | +210.7% | 22,035 | +255.9% | 0.01% | +250.0% |
| Q3 2018 | $717,000 | -9.2% | 6,192 | -13.7% | 0.00% | 0.0% |
| Q2 2018 | $790,000 | +19.9% | 7,175 | +19.0% | 0.00% | 0.0% |
| Q1 2018 | $659,000 | -4.2% | 6,029 | +0.0% | 0.00% | 0.0% |
| Q4 2017 | $688,000 | +6.0% | 6,027 | +0.2% | 0.00% | 0.0% |
| Q3 2017 | $649,000 | +2.9% | 6,017 | +0.0% | 0.00% | 0.0% |
| Q2 2017 | $631,000 | -3.4% | 6,016 | -4.1% | 0.00% | 0.0% |
| Q1 2017 | $653,000 | +2.0% | 6,273 | -0.7% | 0.00% | 0.0% |
| Q4 2016 | $640,000 | -2.9% | 6,316 | -9.0% | 0.00% | 0.0% |
| Q3 2016 | $659,000 | -12.3% | 6,941 | -14.1% | 0.00% | -33.3% |
| Q2 2016 | $751,000 | -20.4% | 8,084 | -22.9% | 0.00% | 0.0% |
| Q1 2016 | $943,000 | -2.2% | 10,487 | -3.7% | 0.00% | 0.0% |
| Q4 2015 | $964,000 | +26.3% | 10,888 | +19.9% | 0.00% | 0.0% |
| Q3 2015 | $763,000 | +32.2% | 9,082 | +45.1% | 0.00% | +50.0% |
| Q2 2015 | $577,000 | -34.3% | 6,257 | -34.0% | 0.00% | -33.3% |
| Q1 2015 | $878,000 | +177.0% | 9,482 | +180.3% | 0.00% | +200.0% |
| Q4 2014 | $317,000 | +145.7% | 3,383 | +128.6% | 0.00% | – |
| Q1 2014 | $129,000 | +2.4% | 1,480 | 0.0% | 0.00% | – |
| Q4 2013 | $126,000 | +8.6% | 1,480 | 0.0% | 0.00% | – |
| Q3 2013 | $116,000 | +3.6% | 1,480 | 0.0% | 0.00% | – |
| Q2 2013 | $112,000 | – | 1,480 | – | 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% |