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 | $74,626 | -4.6% | 485 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $78,191 | +6.2% | 485 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $73,617 | -7.0% | 485 | -11.2% | 0.01% | -10.0% |
| Q4 2022 | $79,151 | +13.1% | 546 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $70,000 | -16.7% | 542 | +1.5% | 0.01% | +11.1% |
| Q4 2021 | $84,000 | +9.1% | 534 | +0.6% | 0.01% | 0.0% |
| Q3 2021 | $77,000 | -1.3% | 531 | +0.6% | 0.01% | -10.0% |
| Q2 2021 | $78,000 | +5.4% | 528 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $74,000 | +10.4% | 526 | +0.4% | 0.01% | +11.1% |
| Q4 2020 | $67,000 | +13.6% | 524 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $59,000 | -4.8% | 521 | -9.1% | 0.01% | -10.0% |
| Q2 2020 | $62,000 | +26.5% | 573 | +11.5% | 0.01% | +11.1% |
| Q1 2020 | $49,000 | +96.0% | 514 | +167.7% | 0.01% | +125.0% |
| Q4 2019 | $25,000 | +4.2% | 192 | -6.8% | 0.00% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 206 | +1.0% | 0.00% | -20.0% |
| Q2 2019 | $24,000 | -4.0% | 204 | -6.4% | 0.01% | 0.0% |
| Q1 2019 | $25,000 | -3.8% | 218 | -13.5% | 0.01% | -16.7% |
| Q4 2018 | $26,000 | -10.3% | 252 | +1.2% | 0.01% | -14.3% |
| Q3 2018 | $29,000 | +7.4% | 249 | +0.8% | 0.01% | 0.0% |
| Q2 2018 | $27,000 | 0.0% | 247 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $27,000 | -3.6% | 247 | +0.4% | 0.01% | 0.0% |
| Q4 2017 | $28,000 | +7.7% | 246 | +0.4% | 0.01% | +14.3% |
| Q3 2017 | $26,000 | 0.0% | 245 | +0.8% | 0.01% | -12.5% |
| Q2 2017 | $26,000 | -18.8% | 243 | -20.8% | 0.01% | -11.1% |
| Q1 2017 | $32,000 | -17.9% | 307 | -20.1% | 0.01% | -25.0% |
| Q4 2016 | $39,000 | +2.6% | 384 | -4.2% | 0.01% | +9.1% |
| Q3 2016 | $38,000 | +2.7% | 401 | +0.8% | 0.01% | -8.3% |
| Q2 2016 | $37,000 | -21.3% | 398 | -24.2% | 0.01% | -20.0% |
| Q1 2016 | $47,000 | -44.7% | 525 | -45.5% | 0.02% | -42.3% |
| Q4 2015 | $85,000 | +54.5% | 963 | +48.2% | 0.03% | +52.9% |
| Q3 2015 | $55,000 | -5.2% | 650 | +3.2% | 0.02% | +13.3% |
| Q2 2015 | $58,000 | +56.8% | 630 | +57.5% | 0.02% | +66.7% |
| Q1 2015 | $37,000 | +85.0% | 400 | +89.6% | 0.01% | +80.0% |
| Q4 2014 | $20,000 | +5.3% | 211 | +0.5% | 0.01% | +25.0% |
| Q3 2014 | $19,000 | -32.1% | 210 | -31.4% | 0.00% | -33.3% |
| Q2 2014 | $28,000 | +100.0% | 306 | +91.2% | 0.01% | +100.0% |
| Q1 2014 | $14,000 | – | 160 | – | 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% |