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 | $1,342,314 | -4.8% | 8,725 | -0.3% | 0.04% | +10.3% |
| Q2 2023 | $1,410,315 | -92.1% | 8,749 | -92.5% | 0.04% | -91.6% |
| Q1 2023 | $17,754,093 | +6379.6% | 116,988 | +5371.8% | 0.46% | +11525.0% |
| Q4 2020 | $274,000 | -83.8% | 2,138 | -85.8% | 0.00% | -87.1% |
| Q3 2020 | $1,689,000 | +5.9% | 15,023 | +1.9% | 0.03% | -3.1% |
| Q2 2020 | $1,595,000 | -36.6% | 14,738 | -43.6% | 0.03% | -58.4% |
| Q1 2020 | $2,514,000 | -62.9% | 26,118 | -49.9% | 0.08% | -62.8% |
| Q4 2019 | $6,782,000 | +260.7% | 52,137 | +230.4% | 0.21% | +172.4% |
| Q3 2019 | $1,880,000 | -72.8% | 15,782 | -73.4% | 0.08% | -74.3% |
| Q2 2019 | $6,913,000 | -23.2% | 59,308 | -25.7% | 0.30% | -45.0% |
| Q1 2019 | $9,000,000 | +122.3% | 79,830 | +99.4% | 0.54% | +2.9% |
| Q4 2018 | $4,049,000 | -79.0% | 40,040 | -75.9% | 0.52% | -52.4% |
| Q3 2018 | $19,244,000 | +8768.2% | 166,128 | +7871.6% | 1.10% | +3230.3% |
| Q1 2017 | $217,000 | -57.9% | 2,084 | -59.0% | 0.03% | -72.3% |
| Q4 2016 | $516,000 | +60.7% | 5,088 | +48.4% | 0.12% | -68.8% |
| Q4 2014 | $321,000 | – | 3,428 | – | 0.38% | – |
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% |