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 | $1,139,941 | -23.6% | 7,402 | -20.0% | 0.05% | -20.6% |
| Q2 2023 | $1,491,253 | +49.7% | 9,252 | +41.0% | 0.06% | +40.0% |
| Q1 2023 | $996,153 | +48398.2% | 6,564 | -53.6% | 0.04% | -18.2% |
| Q4 2022 | $2,054 | -99.8% | 14,158 | +93.2% | 0.06% | -12.7% |
| Q3 2022 | $942,000 | +11.9% | 7,329 | +19.6% | 0.06% | +1.6% |
| Q2 2022 | $842,000 | -80.2% | 6,129 | -77.6% | 0.06% | -73.4% |
| Q1 2022 | $4,261,000 | +137.0% | 27,364 | +138.4% | 0.23% | +156.0% |
| Q4 2021 | $1,798,000 | -40.3% | 11,478 | -44.6% | 0.09% | -45.2% |
| Q3 2021 | $3,014,000 | +68.0% | 20,727 | +70.5% | 0.17% | +67.7% |
| Q2 2021 | $1,794,000 | +136.4% | 12,154 | +126.2% | 0.10% | +120.0% |
| Q1 2021 | $759,000 | -54.4% | 5,373 | -58.6% | 0.04% | -56.3% |
| Q4 2020 | $1,663,000 | +152.4% | 12,990 | +121.7% | 0.10% | +119.1% |
| Q3 2020 | $659,000 | -61.1% | 5,859 | -62.6% | 0.05% | -62.4% |
| Q2 2020 | $1,695,000 | +165.3% | 15,666 | +136.0% | 0.12% | +101.6% |
| Q1 2020 | $639,000 | -37.5% | 6,639 | -15.6% | 0.06% | -30.3% |
| Q4 2019 | $1,023,000 | -1.8% | 7,865 | -10.0% | 0.09% | -11.0% |
| Q3 2019 | $1,042,000 | -1.6% | 8,743 | -3.8% | 0.10% | -2.0% |
| Q2 2019 | $1,059,000 | +47.5% | 9,086 | +42.7% | 0.10% | +41.7% |
| Q1 2019 | $718,000 | -67.3% | 6,368 | -70.7% | 0.07% | -71.3% |
| Q4 2018 | $2,196,000 | +145.9% | 21,712 | +181.6% | 0.25% | +148.5% |
| Q3 2018 | $893,000 | -10.6% | 7,710 | -15.0% | 0.10% | -12.2% |
| Q2 2018 | $999,000 | +67.3% | 9,072 | +66.2% | 0.12% | +53.3% |
| Q1 2018 | $597,000 | -14.6% | 5,460 | -10.8% | 0.08% | -8.5% |
| Q4 2017 | $699,000 | +17.9% | 6,119 | +11.4% | 0.08% | -8.9% |
| Q3 2017 | $593,000 | -0.8% | 5,491 | -3.6% | 0.09% | -6.2% |
| Q2 2017 | $598,000 | -1.5% | 5,697 | -2.3% | 0.10% | -6.8% |
| Q1 2017 | $607,000 | +5.6% | 5,830 | +2.8% | 0.10% | -1.0% |
| Q4 2016 | $575,000 | +28.1% | 5,671 | +20.0% | 0.10% | +16.9% |
| Q3 2016 | $449,000 | -65.9% | 4,725 | -66.6% | 0.09% | -68.3% |
| Q2 2016 | $1,315,000 | +506.0% | 14,154 | +486.6% | 0.28% | +451.0% |
| Q1 2016 | $217,000 | -32.4% | 2,413 | -33.5% | 0.05% | -39.3% |
| Q4 2015 | $321,000 | +7.0% | 3,628 | +1.6% | 0.08% | -13.4% |
| Q3 2015 | $300,000 | +19.5% | 3,570 | +31.3% | 0.10% | +14.1% |
| Q2 2015 | $251,000 | – | 2,719 | – | 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% |