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 | $13,637,454 | -15.3% | 88,647 | -11.3% | 0.59% | -10.4% |
| Q2 2023 | $16,107,555 | +6.0% | 99,929 | -0.2% | 0.66% | +2.0% |
| Q1 2023 | $15,191,479 | +2.5% | 100,102 | -2.1% | 0.65% | -2.7% |
| Q4 2022 | $14,826,734 | +12.2% | 102,204 | -0.6% | 0.67% | +5.4% |
| Q3 2022 | $13,209,000 | +1.0% | 102,780 | +8.1% | 0.63% | +9.5% |
| Q2 2022 | $13,074,000 | +38.6% | 95,110 | +57.0% | 0.58% | +55.0% |
| Q1 2022 | $9,435,000 | +65.7% | 60,587 | +66.6% | 0.37% | +73.5% |
| Q4 2021 | $5,695,000 | +21.1% | 36,358 | +12.4% | 0.22% | +8.0% |
| Q3 2021 | $4,702,000 | +9.2% | 32,334 | +10.9% | 0.20% | +13.7% |
| Q2 2021 | $4,305,000 | +17.6% | 29,162 | +12.5% | 0.18% | +12.9% |
| Q1 2021 | $3,661,000 | +28.2% | 25,922 | +16.2% | 0.16% | +21.1% |
| Q4 2020 | $2,855,000 | +15.9% | 22,302 | +1.8% | 0.13% | +7.6% |
| Q3 2020 | $2,464,000 | +10.4% | 21,910 | +6.2% | 0.12% | -3.3% |
| Q2 2020 | $2,232,000 | -1.2% | 20,625 | -12.1% | 0.12% | -13.4% |
| Q1 2020 | $2,258,000 | -30.6% | 23,463 | -6.2% | 0.14% | -12.9% |
| Q4 2019 | $3,253,000 | +9.9% | 25,002 | +0.7% | 0.16% | +3.8% |
| Q3 2019 | $2,959,000 | -10.6% | 24,837 | -12.5% | 0.16% | -14.7% |
| Q2 2019 | $3,310,000 | -13.9% | 28,393 | -16.8% | 0.18% | -17.5% |
| Q1 2019 | $3,845,000 | +8.4% | 34,109 | -2.7% | 0.22% | -7.1% |
| Q4 2018 | $3,546,000 | -7.7% | 35,064 | +5.7% | 0.24% | +2.6% |
| Q3 2018 | $3,843,000 | +3.3% | 33,175 | -1.8% | 0.23% | +4.0% |
| Q2 2018 | $3,720,000 | -1.5% | 33,777 | -2.2% | 0.22% | -6.2% |
| Q1 2018 | $3,776,000 | -0.7% | 34,537 | +3.8% | 0.24% | -0.4% |
| Q4 2017 | $3,801,000 | +3.9% | 33,274 | -1.8% | 0.24% | -1.2% |
| Q3 2017 | $3,658,000 | +1.6% | 33,895 | -1.1% | 0.24% | -5.4% |
| Q2 2017 | $3,599,000 | -3.9% | 34,287 | -4.7% | 0.26% | -5.8% |
| Q1 2017 | $3,745,000 | -1.3% | 35,994 | -3.8% | 0.27% | -9.9% |
| Q4 2016 | $3,793,000 | +13.4% | 37,409 | +6.2% | 0.30% | -14.8% |
| Q3 2016 | $3,344,000 | +8.2% | 35,218 | +5.8% | 0.36% | +3.5% |
| Q2 2016 | $3,092,000 | +0.5% | 33,284 | -2.7% | 0.34% | -4.4% |
| Q1 2016 | $3,076,000 | +7.2% | 34,203 | +5.5% | 0.36% | +5.2% |
| Q4 2015 | $2,870,000 | +84.3% | 32,413 | +75.0% | 0.34% | +63.3% |
| Q3 2015 | $1,557,000 | +13.0% | 18,525 | +24.0% | 0.21% | +16.7% |
| Q2 2015 | $1,378,000 | +76.4% | 14,945 | +77.2% | 0.18% | +69.8% |
| Q1 2015 | $781,000 | -2.4% | 8,433 | -1.2% | 0.11% | -10.2% |
| Q4 2014 | $800,000 | +23.3% | 8,534 | +18.3% | 0.12% | +13.5% |
| Q3 2014 | $649,000 | -0.3% | 7,211 | 0.0% | 0.10% | -5.5% |
| Q2 2014 | $651,000 | +44.7% | 7,211 | +39.2% | 0.11% | +31.0% |
| Q1 2014 | $450,000 | +3.0% | 5,180 | +1.2% | 0.08% | -6.7% |
| Q4 2013 | $437,000 | +0.2% | 5,118 | -8.1% | 0.09% | -16.7% |
| Q3 2013 | $436,000 | +100.0% | 5,568 | +94.5% | 0.11% | +63.6% |
| Q2 2013 | $218,000 | – | 2,863 | – | 0.07% | – |
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% |