ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 763 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,443,670 | -4.1% | 62,874 | -1.5% | 0.54% | -10.6% |
| Q1 2024 | $11,927,087 | +10.1% | 63,846 | +2.5% | 0.60% | -5.0% |
| Q4 2023 | $10,829,637 | +4.9% | 62,279 | -7.2% | 0.63% | -16.7% |
| Q3 2023 | $10,320,972 | -3.9% | 67,089 | +0.7% | 0.76% | -0.7% |
| Q2 2023 | $10,741,067 | +9.6% | 66,636 | +3.2% | 0.77% | +9.9% |
| Q1 2023 | $9,796,481 | +2.7% | 64,552 | -1.9% | 0.70% | -5.0% |
| Q4 2022 | $9,541,860 | +14.6% | 65,774 | +1.5% | 0.73% | +5.6% |
| Q3 2022 | $8,327,000 | -22.2% | 64,795 | -16.8% | 0.70% | -18.5% |
| Q2 2022 | $10,700,000 | -15.2% | 77,838 | -3.9% | 0.85% | +0.8% |
| Q1 2022 | $12,619,000 | +5.9% | 81,034 | +6.5% | 0.85% | +9.0% |
| Q4 2021 | $11,917,000 | +31.6% | 76,083 | +24.0% | 0.78% | +8.8% |
| Q2 2021 | $9,058,000 | +238.2% | 61,353 | +223.6% | 0.71% | +176.4% |
| Q1 2021 | $2,678,000 | +124.1% | 18,961 | +103.1% | 0.26% | +108.1% |
| Q4 2020 | $1,195,000 | -50.3% | 9,334 | -56.4% | 0.12% | -32.6% |
| Q3 2020 | $2,405,000 | +39.7% | 21,387 | +34.5% | 0.18% | -29.0% |
| Q2 2020 | $1,721,000 | -36.3% | 15,906 | -23.4% | 0.26% | -24.0% |
| Q4 2019 | $2,701,000 | – | 20,760 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 421,198 | $61,103,192 | 23.23% |
| LPWM LLC | 242,937 | $36,547,490 | 19.66% |
| Foundation Wealth Management, LLC | 106,939 | $15,513,621 | 15.75% |
| Halpern Financial, Inc. | 274,700 | $39,850,734 | 14.61% |
| HOHIMER WEALTH MANAGEMENT, LLC | 314,579 | $45,635,976 | 14.56% |
| LVZ, Inc. | 575,155 | $83,437,689 | 13.02% |
| MMA ASSET MANAGEMENT LLC | 107,216 | $15,553,878 | 12.68% |
| Frank, Rimerman Advisors LLC | 269,955 | $39,162,372 | 12.20% |
| Powell Investment Advisors, LLC | 143,642 | $20,838,131 | 12.10% |
| Strategic Wealth Partners Group, LLC | 374,163 | $54,279 | 11.52% |