ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $541 | -99.9% | 3,728 | -3.8% | 0.02% | 0.0% |
| Q3 2022 | $498,000 | -6.6% | 3,875 | 0.0% | 0.02% | -5.6% |
| Q2 2022 | $533,000 | -12.3% | 3,875 | -0.8% | 0.02% | 0.0% |
| Q1 2022 | $608,000 | -2.7% | 3,907 | -2.0% | 0.02% | 0.0% |
| Q4 2021 | $625,000 | +6.8% | 3,988 | -0.8% | 0.02% | -5.3% |
| Q3 2021 | $585,000 | -3.5% | 4,022 | -2.0% | 0.02% | -5.0% |
| Q2 2021 | $606,000 | -93.4% | 4,104 | -93.6% | 0.02% | -93.8% |
| Q1 2021 | $9,113,000 | +1652.5% | 64,522 | +1489.6% | 0.32% | +1520.0% |
| Q4 2020 | $520,000 | +14.3% | 4,059 | +0.2% | 0.02% | 0.0% |
| Q3 2020 | $455,000 | +3.4% | 4,051 | -0.3% | 0.02% | -4.8% |
| Q2 2020 | $440,000 | +12.8% | 4,064 | +0.3% | 0.02% | -4.5% |
| Q1 2020 | $390,000 | -26.0% | 4,051 | 0.0% | 0.02% | -8.3% |
| Q4 2019 | $527,000 | +6.5% | 4,051 | -2.4% | 0.02% | -4.0% |
| Q3 2019 | $495,000 | +2.3% | 4,152 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $484,000 | +3.4% | 4,152 | 0.0% | 0.03% | -3.7% |
| Q1 2019 | $468,000 | +11.4% | 4,152 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $420,000 | -12.7% | 4,152 | 0.0% | 0.03% | -6.9% |
| Q3 2018 | $481,000 | +5.3% | 4,152 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $457,000 | +0.7% | 4,152 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $454,000 | -4.2% | 4,152 | 0.0% | 0.03% | -6.5% |
| Q4 2017 | $474,000 | +6.0% | 4,152 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $447,000 | +1.4% | 4,152 | -1.2% | 0.03% | -6.1% |
| Q2 2017 | $441,000 | +0.5% | 4,202 | -0.2% | 0.03% | -5.7% |
| Q1 2017 | $439,000 | +4.0% | 4,211 | +1.3% | 0.04% | -2.8% |
| Q4 2016 | $422,000 | +6.8% | 4,157 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $395,000 | +2.1% | 4,157 | -1.7% | 0.04% | -7.7% |
| Q2 2016 | $387,000 | +1.8% | 4,229 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $380,000 | -1.6% | 4,229 | -2.9% | 0.04% | -9.3% |
| Q4 2015 | $386,000 | +3.8% | 4,357 | -1.2% | 0.04% | +2.4% |
| Q3 2015 | $372,000 | -11.2% | 4,409 | -2.9% | 0.04% | -8.7% |
| Q2 2015 | $419,000 | -0.5% | 4,541 | -0.1% | 0.05% | -2.1% |
| Q1 2015 | $421,000 | -1.2% | 4,546 | +0.1% | 0.05% | -9.6% |
| Q4 2014 | $426,000 | -2.3% | 4,540 | -6.2% | 0.05% | -10.3% |
| Q3 2014 | $436,000 | +0.9% | 4,842 | +1.1% | 0.06% | -4.9% |
| Q2 2014 | $432,000 | +26.7% | 4,789 | +22.0% | 0.06% | +13.0% |
| Q1 2014 | $341,000 | +1.8% | 3,925 | 0.0% | 0.05% | -6.9% |
| Q4 2013 | $335,000 | +9.1% | 3,925 | +0.0% | 0.06% | +1.8% |
| Q3 2013 | $307,000 | +2.3% | 3,924 | -0.8% | 0.06% | -8.1% |
| Q2 2013 | $300,000 | – | 3,956 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |