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 | $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% | – |
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% |