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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $58,000 | +5.5% | 391 | 0.0% | 0.03% | +30.4% |
| Q1 2021 | $55,000 | +10.0% | 391 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $50,000 | +13.6% | 391 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $44,000 | +4.8% | 391 | 0.0% | 0.02% | +4.5% |
| Q2 2020 | $42,000 | +10.5% | 391 | 0.0% | 0.02% | -8.3% |
| Q1 2020 | $38,000 | -25.5% | 391 | 0.0% | 0.02% | +4.3% |
| Q4 2019 | $51,000 | +8.5% | 391 | 0.0% | 0.02% | +4.5% |
| Q3 2019 | $47,000 | -35.6% | 391 | -37.8% | 0.02% | -35.3% |
| Q2 2019 | $73,000 | +2.8% | 629 | 0.0% | 0.03% | +9.7% |
| Q1 2019 | $71,000 | +10.9% | 629 | 0.0% | 0.03% | +3.3% |
| Q4 2018 | $64,000 | -12.3% | 629 | 0.0% | 0.03% | +11.1% |
| Q3 2018 | $73,000 | +5.8% | 629 | 0.0% | 0.03% | -6.9% |
| Q2 2018 | $69,000 | 0.0% | 629 | 0.0% | 0.03% | +45.0% |
| Q1 2018 | $69,000 | -4.2% | 629 | 0.0% | 0.02% | -4.8% |
| Q4 2017 | $72,000 | -22.6% | 629 | -27.4% | 0.02% | -32.3% |
| Q3 2017 | $93,000 | -7.0% | 866 | -8.6% | 0.03% | -13.9% |
| Q2 2017 | $100,000 | +14.9% | 948 | -2.1% | 0.04% | -18.2% |
| Q3 2014 | $87,000 | 0.0% | 968 | 0.0% | 0.04% | +4.8% |
| Q2 2014 | $87,000 | +3.6% | 968 | 0.0% | 0.04% | +55.6% |
| Q1 2014 | $84,000 | +300.0% | 968 | +303.3% | 0.03% | +285.7% |
| Q4 2013 | $21,000 | – | 240 | – | 0.01% | – |
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% |