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 | $7,013,708 | -7.0% | 45,343 | -3.0% | 0.19% | +12.4% |
| Q2 2023 | $7,538,057 | +4.8% | 46,765 | -1.3% | 0.17% | -12.0% |
| Q1 2023 | $7,192,432 | -31.2% | 47,394 | -34.2% | 0.19% | -34.5% |
| Q4 2022 | $10,448,793 | +14.7% | 72,026 | +1.7% | 0.29% | +6.5% |
| Q3 2022 | $9,106,000 | +14.7% | 70,848 | +22.7% | 0.28% | -17.7% |
| Q2 2022 | $7,940,000 | +2.1% | 57,761 | +15.7% | 0.33% | +31.5% |
| Q1 2022 | $7,774,000 | -5.0% | 49,917 | -4.5% | 0.25% | +7.6% |
| Q4 2021 | $8,187,000 | +2.8% | 52,264 | -4.6% | 0.24% | -6.7% |
| Q3 2021 | $7,967,000 | +7.2% | 54,784 | +8.9% | 0.25% | +5.0% |
| Q2 2021 | $7,431,000 | +5.0% | 50,326 | +0.4% | 0.24% | -3.6% |
| Q1 2021 | $7,077,000 | +131.0% | 50,104 | +109.4% | 0.25% | +52.4% |
| Q4 2020 | $3,063,000 | -25.2% | 23,922 | -34.6% | 0.16% | -24.8% |
| Q3 2020 | $4,094,000 | +22.4% | 36,552 | +18.3% | 0.22% | -2.2% |
| Q2 2020 | $3,345,000 | +30.0% | 30,905 | +15.6% | 0.22% | +1.4% |
| Q1 2020 | $2,574,000 | -4.1% | 26,740 | +29.6% | 0.22% | -3.5% |
| Q4 2019 | $2,685,000 | +41.2% | 20,635 | +29.3% | 0.23% | +21.9% |
| Q3 2019 | $1,902,000 | +30.2% | 15,963 | +27.4% | 0.19% | +16.9% |
| Q2 2019 | $1,461,000 | +21.2% | 12,529 | +17.3% | 0.16% | +6.7% |
| Q1 2019 | $1,205,000 | -6.2% | 10,685 | -15.9% | 0.15% | -18.0% |
| Q4 2018 | $1,285,000 | -24.0% | 12,703 | -12.9% | 0.18% | -9.0% |
| Q3 2018 | $1,690,000 | -3.9% | 14,587 | -8.6% | 0.20% | -13.4% |
| Q2 2018 | $1,759,000 | +5.7% | 15,966 | +5.0% | 0.23% | -0.4% |
| Q1 2018 | $1,664,000 | -2.9% | 15,208 | +1.5% | 0.23% | +0.4% |
| Q4 2017 | $1,714,000 | +16.5% | 14,990 | +10.0% | 0.23% | -4.9% |
| Q3 2017 | $1,471,000 | +6.5% | 13,628 | +3.6% | 0.24% | -2.4% |
| Q2 2017 | $1,381,000 | +11.5% | 13,150 | +10.6% | 0.25% | +1.2% |
| Q1 2017 | $1,239,000 | +28.7% | 11,894 | +25.4% | 0.25% | +26.0% |
| Q4 2016 | $963,000 | +7.4% | 9,488 | +0.5% | 0.20% | +11.4% |
| Q3 2016 | $897,000 | +8.6% | 9,439 | +6.4% | 0.18% | +6.7% |
| Q2 2016 | $826,000 | +34.3% | 8,873 | +29.8% | 0.16% | +16.2% |
| Q1 2016 | $615,000 | +8.8% | 6,837 | +7.2% | 0.14% | +24.6% |
| Q4 2015 | $565,000 | +91.5% | 6,376 | +82.2% | 0.11% | +60.6% |
| Q3 2015 | $295,000 | +10.9% | 3,500 | +21.5% | 0.07% | +7.6% |
| Q2 2015 | $266,000 | -32.5% | 2,880 | -32.4% | 0.07% | -31.2% |
| Q1 2015 | $394,000 | -4.1% | 4,260 | -2.8% | 0.10% | +966.7% |
| Q4 2014 | $411,000 | -27.9% | 4,381 | -30.7% | 0.01% | -89.7% |
| Q3 2014 | $570,000 | -99.7% | 6,320 | +31.9% | 0.09% | +93.3% |
| Q2 2014 | $193,484,000 | +52909.3% | 4,791 | +13.9% | 0.04% | -59.1% |
| Q1 2014 | $365,000 | +135.5% | 4,206 | +131.7% | 0.11% | +120.0% |
| Q4 2013 | $155,000 | -28.6% | 1,815 | -36.7% | 0.05% | -32.4% |
| Q2 2013 | $217,000 | – | 2,867 | – | 0.07% | – |
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% |