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 | $506,595 | -8.2% | 3,293 | -3.9% | 0.02% | -5.0% |
| Q2 2023 | $552,076 | +3.2% | 3,425 | -2.8% | 0.02% | -4.8% |
| Q1 2023 | $534,954 | +4.6% | 3,525 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $511,372 | +12.9% | 3,525 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $453,000 | +8.1% | 3,525 | +15.7% | 0.02% | +15.8% |
| Q2 2022 | $419,000 | -5.0% | 3,047 | +7.5% | 0.02% | +18.8% |
| Q1 2022 | $441,000 | +1.6% | 2,835 | +2.2% | 0.02% | +14.3% |
| Q4 2021 | $434,000 | +15.1% | 2,773 | +6.9% | 0.01% | 0.0% |
| Q3 2021 | $377,000 | -5.3% | 2,593 | -3.7% | 0.01% | -6.7% |
| Q2 2021 | $398,000 | +4.7% | 2,693 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $380,000 | +10.1% | 2,693 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $345,000 | +13.9% | 2,693 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $303,000 | -15.4% | 2,693 | -18.7% | 0.02% | -28.6% |
| Q2 2020 | $358,000 | +33.6% | 3,313 | +18.8% | 0.02% | +10.5% |
| Q1 2020 | $268,000 | -26.2% | 2,788 | 0.0% | 0.02% | -9.5% |
| Q4 2019 | $363,000 | +37.0% | 2,788 | +25.1% | 0.02% | +23.5% |
| Q3 2019 | $265,000 | +1.9% | 2,228 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $260,000 | +3.6% | 2,228 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $251,000 | +4.1% | 2,228 | -6.3% | 0.02% | -22.7% |
| Q4 2018 | $241,000 | +17.0% | 2,378 | +30.1% | 0.02% | +29.4% |
| Q3 2018 | $206,000 | -26.7% | 1,828 | -25.7% | 0.02% | -19.0% |
| Q2 2018 | $281,000 | +1.8% | 2,461 | -0.5% | 0.02% | -8.7% |
| Q1 2018 | $276,000 | +27.8% | 2,473 | +7.9% | 0.02% | -37.8% |
| Q1 2015 | $216,000 | -26.8% | 2,292 | -30.0% | 0.04% | -37.3% |
| Q3 2014 | $295,000 | – | 3,275 | – | 0.06% | – |
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% |