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 | $1,119,494 | -10.2% | 7,277 | -5.9% | 0.01% | 0.0% |
| Q2 2023 | $1,246,482 | -4.1% | 7,733 | -9.7% | 0.01% | -9.1% |
| Q1 2023 | $1,299,673 | +130.0% | 8,564 | +119.9% | 0.01% | +120.0% |
| Q4 2022 | $565,048 | +12.8% | 3,895 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $501,000 | -6.2% | 3,895 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $534,000 | -11.7% | 3,888 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $605,000 | -0.7% | 3,888 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $609,000 | +7.8% | 3,888 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $565,000 | -1.6% | 3,888 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $574,000 | -44.3% | 3,888 | -46.7% | 0.00% | -57.1% |
| Q1 2021 | $1,030,000 | -6.8% | 7,295 | -15.5% | 0.01% | 0.0% |
| Q4 2020 | $1,105,000 | +535.1% | 8,635 | +457.1% | 0.01% | +600.0% |
| Q3 2020 | $174,000 | -58.0% | 1,550 | -59.5% | 0.00% | -66.7% |
| Q2 2020 | $414,000 | +74.7% | 3,827 | +55.6% | 0.00% | +50.0% |
| Q1 2020 | $237,000 | +13.4% | 2,460 | +53.4% | 0.00% | +100.0% |
| Q4 2019 | $209,000 | +13.0% | 1,604 | +3.5% | 0.00% | 0.0% |
| Q3 2019 | $185,000 | +2.2% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $181,000 | +3.4% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $175,000 | +7.4% | 1,550 | -3.8% | 0.00% | 0.0% |
| Q4 2018 | $163,000 | -9.4% | 1,611 | +3.9% | 0.00% | 0.0% |
| Q3 2018 | $180,000 | +5.3% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $171,000 | -14.5% | 1,550 | -15.3% | 0.00% | 0.0% |
| Q1 2018 | $200,000 | -4.3% | 1,829 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $209,000 | +6.1% | 1,829 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $197,000 | +20.9% | 1,829 | +18.0% | 0.00% | 0.0% |
| Q2 2017 | $163,000 | +1.2% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $161,000 | +2.5% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $157,000 | +6.8% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $147,000 | +2.1% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $144,000 | +3.6% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $139,000 | +1.5% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $137,000 | +5.4% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $130,000 | -9.1% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $143,000 | 0.0% | 1,550 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $143,000 | -53.7% | 1,550 | -53.0% | 0.00% | 0.0% |
| Q4 2014 | $309,000 | – | 3,299 | – | 0.00% | – |
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% |