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 | $232,607 | -45.6% | 1,512 | -43.0% | 0.05% | -47.1% |
| Q2 2023 | $427,315 | +6.2% | 2,651 | 0.0% | 0.10% | -5.6% |
| Q1 2023 | $402,316 | +4.2% | 2,651 | -0.4% | 0.11% | -2.7% |
| Q4 2022 | $386,031 | +12.5% | 2,661 | -0.4% | 0.11% | +0.9% |
| Q3 2022 | $343,000 | -6.5% | 2,671 | 0.0% | 0.11% | -1.8% |
| Q2 2022 | $367,000 | -14.8% | 2,671 | -3.4% | 0.11% | -2.6% |
| Q1 2022 | $431,000 | -0.5% | 2,765 | 0.0% | 0.12% | +7.5% |
| Q4 2021 | $433,000 | -3.6% | 2,765 | -10.5% | 0.11% | -18.9% |
| Q3 2021 | $449,000 | -1.5% | 3,089 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $456,000 | +3.9% | 3,089 | -0.6% | 0.13% | -0.8% |
| Q1 2021 | $439,000 | +10.3% | 3,109 | 0.0% | 0.13% | +6.4% |
| Q4 2020 | $398,000 | +5.3% | 3,109 | -7.6% | 0.12% | -5.3% |
| Q3 2020 | $378,000 | -22.5% | 3,365 | -25.3% | 0.13% | -17.5% |
| Q2 2020 | $488,000 | +14.0% | 4,507 | +1.3% | 0.16% | -1.2% |
| Q1 2020 | $428,000 | -26.1% | 4,448 | -0.1% | 0.16% | -4.1% |
| Q4 2019 | $579,000 | +7.8% | 4,451 | -1.3% | 0.17% | -2.9% |
| Q3 2019 | $537,000 | +2.1% | 4,511 | 0.0% | 0.17% | +2.4% |
| Q2 2019 | $526,000 | -4.2% | 4,511 | -7.4% | 0.17% | -8.1% |
| Q1 2019 | $549,000 | +6.8% | 4,870 | -4.2% | 0.18% | +0.5% |
| Q4 2018 | $514,000 | +6.0% | 5,081 | +21.4% | 0.18% | +9.5% |
| Q3 2018 | $485,000 | +40.2% | 4,187 | +33.3% | 0.17% | +31.2% |
| Q2 2018 | $346,000 | +0.6% | 3,142 | 0.0% | 0.13% | -2.3% |
| Q1 2018 | $344,000 | -4.2% | 3,142 | 0.0% | 0.13% | 0.0% |
| Q4 2017 | $359,000 | +3.2% | 3,142 | -2.7% | 0.13% | -3.7% |
| Q3 2017 | $348,000 | +2.7% | 3,228 | 0.0% | 0.14% | -2.9% |
| Q2 2017 | $339,000 | +0.9% | 3,228 | 0.0% | 0.14% | -3.4% |
| Q1 2017 | $336,000 | -6.4% | 3,228 | -8.9% | 0.14% | -7.6% |
| Q4 2016 | $359,000 | +5.0% | 3,542 | -1.8% | 0.16% | 0.0% |
| Q3 2016 | $342,000 | +10.7% | 3,606 | +8.4% | 0.16% | +4.7% |
| Q2 2016 | $309,000 | -0.3% | 3,326 | -3.5% | 0.15% | -3.8% |
| Q1 2016 | $310,000 | 0.0% | 3,446 | -1.7% | 0.16% | +1.3% |
| Q4 2015 | $310,000 | +2.6% | 3,504 | -2.4% | 0.15% | -10.5% |
| Q3 2015 | $302,000 | -11.7% | 3,592 | -3.2% | 0.17% | -5.5% |
| Q2 2015 | $342,000 | -3.4% | 3,711 | -3.1% | 0.18% | -4.2% |
| Q1 2015 | $354,000 | -1.4% | 3,829 | 0.0% | 0.19% | -5.9% |
| Q4 2014 | $359,000 | +4.1% | 3,829 | 0.0% | 0.20% | -3.3% |
| Q3 2014 | $345,000 | +16.9% | 3,829 | +17.2% | 0.21% | +19.4% |
| Q2 2014 | $295,000 | -11.7% | 3,266 | -15.1% | 0.18% | -16.3% |
| Q1 2014 | $334,000 | -2.3% | 3,845 | -3.9% | 0.21% | -9.9% |
| Q4 2013 | $342,000 | +11.0% | 4,002 | +1.7% | 0.23% | -3.3% |
| Q3 2013 | $308,000 | -6.7% | 3,937 | -9.7% | 0.24% | -7.7% |
| Q2 2013 | $330,000 | – | 4,360 | – | 0.26% | – |
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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% |