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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,921,000 | +616.8% | 13,535 | +542.4% | 0.08% | +533.3% |
| Q4 2020 | $268,000 | -18.3% | 2,107 | -28.3% | 0.01% | -25.0% |
| Q3 2020 | $328,000 | -30.9% | 2,939 | -33.9% | 0.02% | -36.0% |
| Q2 2020 | $475,000 | -87.4% | 4,443 | -88.4% | 0.02% | -88.0% |
| Q1 2020 | $3,755,000 | -0.2% | 38,324 | +32.1% | 0.21% | +12.4% |
| Q4 2019 | $3,761,000 | +311.9% | 29,001 | +276.7% | 0.18% | +277.6% |
| Q3 2019 | $913,000 | -78.3% | 7,698 | -78.8% | 0.05% | -78.2% |
| Q2 2019 | $4,205,000 | -10.1% | 36,342 | -13.0% | 0.22% | -17.3% |
| Q1 2019 | $4,679,000 | +303.4% | 41,774 | +261.4% | 0.27% | +253.2% |
| Q4 2018 | $1,160,000 | -44.2% | 11,558 | -35.6% | 0.08% | -36.4% |
| Q3 2018 | $2,080,000 | +1.9% | 17,942 | -3.2% | 0.12% | -9.0% |
| Q2 2018 | $2,041,000 | -1.8% | 18,539 | -3.6% | 0.13% | -3.6% |
| Q1 2018 | $2,079,000 | -8.5% | 19,234 | -3.0% | 0.14% | -5.5% |
| Q4 2017 | $2,272,000 | +11.5% | 19,831 | +4.8% | 0.15% | +7.4% |
| Q3 2017 | $2,037,000 | +3.7% | 18,919 | +1.0% | 0.14% | -2.9% |
| Q2 2017 | $1,964,000 | -47.5% | 18,732 | -48.0% | 0.14% | -51.9% |
| Q1 2017 | $3,743,000 | -12.2% | 36,024 | -14.2% | 0.29% | -21.8% |
| Q4 2016 | $4,262,000 | +197.2% | 41,980 | +175.6% | 0.37% | +154.8% |
| Q3 2016 | $1,434,000 | +42.1% | 15,234 | +38.0% | 0.15% | +23.7% |
| Q2 2016 | $1,009,000 | -0.3% | 11,036 | -1.7% | 0.12% | -16.3% |
| Q1 2016 | $1,012,000 | – | 11,232 | – | 0.14% | – |
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% |