ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $20,032,000 | -21.6% | 128,642 | -21.1% | 0.57% | -7.2% |
| Q4 2021 | $25,551,000 | -10.4% | 163,131 | -16.8% | 0.61% | -3.5% |
| Q3 2021 | $28,520,000 | +0.5% | 196,121 | +2.0% | 0.64% | +0.2% |
| Q2 2021 | $28,380,000 | +18.8% | 192,225 | +13.6% | 0.64% | +11.2% |
| Q1 2021 | $23,897,000 | +45.3% | 169,194 | +31.7% | 0.57% | +40.3% |
| Q4 2020 | $16,442,000 | +28.2% | 128,434 | +12.6% | 0.41% | +14.0% |
| Q3 2020 | $12,829,000 | +5.1% | 114,082 | +1.1% | 0.36% | +0.3% |
| Q2 2020 | $12,211,000 | +29.4% | 112,848 | +15.1% | 0.36% | +8.9% |
| Q1 2020 | $9,436,000 | -21.9% | 98,035 | +5.6% | 0.33% | -1.2% |
| Q4 2019 | $12,082,000 | +11.7% | 92,875 | +2.3% | 0.33% | +7.8% |
| Q3 2019 | $10,813,000 | -13.0% | 90,760 | -14.9% | 0.31% | -9.7% |
| Q2 2019 | $12,434,000 | +245.5% | 106,666 | +234.2% | 0.34% | +203.6% |
| Q1 2019 | $3,599,000 | +10.3% | 31,918 | -1.1% | 0.11% | -0.9% |
| Q4 2018 | $3,262,000 | -5.4% | 32,259 | +8.4% | 0.11% | +5.6% |
| Q3 2018 | $3,447,000 | -2.3% | 29,755 | -7.1% | 0.11% | +17.6% |
| Q2 2018 | $3,527,000 | -9.3% | 32,020 | -10.0% | 0.09% | -26.0% |
| Q1 2018 | $3,889,000 | -6.6% | 35,569 | -2.4% | 0.12% | -5.4% |
| Q4 2017 | $4,162,000 | +1.8% | 36,429 | -3.9% | 0.13% | -5.1% |
| Q3 2017 | $4,090,000 | +3.9% | 37,904 | +1.1% | 0.14% | +3.0% |
| Q2 2017 | $3,935,000 | -1.4% | 37,487 | -2.2% | 0.13% | -4.3% |
| Q1 2017 | $3,989,000 | +4.4% | 38,344 | +1.8% | 0.14% | -1.4% |
| Q4 2016 | $3,820,000 | +69.9% | 37,682 | +59.1% | 0.14% | +19.5% |
| Q3 2016 | $2,249,000 | +0.9% | 23,686 | -1.3% | 0.12% | -0.8% |
| Q2 2016 | $2,229,000 | +4.7% | 23,997 | +1.4% | 0.12% | +5.3% |
| Q1 2016 | $2,129,000 | 0.0% | 23,670 | -1.6% | 0.11% | 0.0% |
| Q4 2015 | $2,129,000 | +3.8% | 24,049 | -1.5% | 0.11% | -2.6% |
| Q3 2015 | $2,052,000 | -12.2% | 24,423 | -3.6% | 0.12% | -5.7% |
| Q2 2015 | $2,336,000 | -4.5% | 25,334 | -4.2% | 0.12% | -0.8% |
| Q1 2015 | $2,447,000 | +8.8% | 26,433 | +10.2% | 0.12% | +7.8% |
| Q4 2014 | $2,249,000 | -6.3% | 23,983 | -10.0% | 0.12% | -9.4% |
| Q3 2014 | $2,399,000 | +0.5% | 26,633 | +0.8% | 0.13% | 0.0% |
| Q2 2014 | $2,386,000 | +3.9% | 26,433 | 0.0% | 0.13% | -7.3% |
| Q1 2014 | $2,297,000 | +5.8% | 26,433 | +4.0% | 0.14% | +10.5% |
| Q4 2013 | $2,171,000 | +8.4% | 25,408 | -0.6% | 0.12% | -2.4% |
| Q3 2013 | $2,002,000 | +3.7% | 25,558 | +0.3% | 0.13% | +1.6% |
| Q2 2013 | $1,931,000 | – | 25,485 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |