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 | $1,340,408 | +306.4% | 8,713 | +325.9% | 0.03% | +300.0% |
| Q2 2023 | $329,795 | +6.2% | 2,046 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $310,501 | +3.1% | 2,046 | -1.4% | 0.01% | -11.1% |
| Q4 2022 | $301,165 | -74.0% | 2,076 | -77.0% | 0.01% | -77.5% |
| Q3 2022 | $1,159,000 | -6.8% | 9,021 | -0.2% | 0.04% | -9.1% |
| Q2 2022 | $1,243,000 | -20.9% | 9,042 | -10.4% | 0.04% | -10.2% |
| Q1 2022 | $1,572,000 | +0.8% | 10,092 | +1.3% | 0.05% | +4.3% |
| Q4 2021 | $1,560,000 | +7.7% | 9,959 | 0.0% | 0.05% | -4.1% |
| Q3 2021 | $1,448,000 | -1.6% | 9,959 | -0.1% | 0.05% | -3.9% |
| Q2 2021 | $1,471,000 | +4.5% | 9,966 | 0.0% | 0.05% | -1.9% |
| Q1 2021 | $1,408,000 | +10.3% | 9,966 | -0.0% | 0.05% | +2.0% |
| Q4 2020 | $1,276,000 | +13.8% | 9,968 | 0.0% | 0.05% | +2.0% |
| Q3 2020 | $1,121,000 | +3.9% | 9,968 | 0.0% | 0.05% | -3.8% |
| Q2 2020 | $1,079,000 | +9.5% | 9,968 | -2.6% | 0.05% | -8.8% |
| Q1 2020 | $985,000 | -16.1% | 10,232 | +13.4% | 0.06% | +7.5% |
| Q4 2019 | $1,174,000 | +9.2% | 9,021 | 0.0% | 0.05% | +6.0% |
| Q3 2019 | $1,075,000 | +2.2% | 9,021 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $1,052,000 | +3.4% | 9,021 | 0.0% | 0.05% | -5.7% |
| Q1 2019 | $1,017,000 | +11.0% | 9,021 | -0.4% | 0.05% | 0.0% |
| Q4 2018 | $916,000 | -22.5% | 9,061 | -11.2% | 0.05% | -14.5% |
| Q3 2018 | $1,182,000 | +5.2% | 10,205 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $1,124,000 | +1.2% | 10,205 | +0.4% | 0.06% | 0.0% |
| Q1 2018 | $1,111,000 | -4.3% | 10,165 | 0.0% | 0.06% | -1.6% |
| Q4 2017 | $1,161,000 | +5.8% | 10,165 | 0.0% | 0.06% | +3.3% |
| Q3 2017 | $1,097,000 | +1.4% | 10,165 | 0.0% | 0.06% | -22.8% |
| Q2 2017 | $1,082,000 | +15.2% | 10,165 | +12.7% | 0.08% | +17.9% |
| Q1 2017 | $939,000 | +2.6% | 9,021 | 0.0% | 0.07% | -5.6% |
| Q4 2016 | $915,000 | +6.8% | 9,021 | 0.0% | 0.07% | +1.4% |
| Q3 2016 | $857,000 | +2.3% | 9,021 | 0.0% | 0.07% | -1.4% |
| Q2 2016 | $838,000 | -5.7% | 9,021 | -8.8% | 0.07% | -9.0% |
| Q1 2016 | $889,000 | +11.3% | 9,889 | +9.6% | 0.08% | 0.0% |
| Q4 2015 | $799,000 | +5.4% | 9,021 | 0.0% | 0.08% | -2.5% |
| Q3 2015 | $758,000 | -8.9% | 9,021 | 0.0% | 0.08% | -1.2% |
| Q2 2015 | $832,000 | -0.4% | 9,021 | 0.0% | 0.08% | -1.2% |
| Q1 2015 | $835,000 | -1.3% | 9,021 | 0.0% | 0.08% | -16.3% |
| Q4 2014 | $846,000 | +4.1% | 9,021 | 0.0% | 0.10% | +2.1% |
| Q3 2014 | $813,000 | -0.1% | 9,021 | 0.0% | 0.10% | 0.0% |
| Q2 2014 | $814,000 | +3.8% | 9,021 | 0.0% | 0.10% | +4.3% |
| Q1 2014 | $784,000 | +1.7% | 9,021 | 0.0% | 0.09% | +5.7% |
| Q4 2013 | $771,000 | +9.1% | 9,021 | 0.0% | 0.09% | 0.0% |
| Q3 2013 | $707,000 | +3.4% | 9,021 | 0.0% | 0.09% | -5.4% |
| Q2 2013 | $684,000 | – | 9,021 | – | 0.09% | – |
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% |