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 | $6,046,269 | +1.9% | 39,302 | +442.8% | 0.09% | +9.3% |
| Q2 2023 | $5,936,034 | +104.3% | 7,241 | -81.6% | 0.09% | +72.0% |
| Q1 2023 | $2,905,573 | -43.9% | 39,382 | +10.4% | 0.05% | -46.2% |
| Q4 2022 | $5,176,882 | +10.2% | 35,685 | -2.4% | 0.09% | -13.1% |
| Q3 2022 | $4,697,000 | -7.0% | 36,551 | -0.5% | 0.11% | -6.1% |
| Q2 2022 | $5,051,000 | -13.9% | 36,748 | -2.4% | 0.11% | -11.6% |
| Q1 2022 | $5,864,000 | -1.1% | 37,660 | -0.5% | 0.13% | -7.9% |
| Q4 2021 | $5,930,000 | +4.0% | 37,857 | -3.5% | 0.14% | -10.3% |
| Q3 2021 | $5,703,000 | +2.9% | 39,218 | +4.5% | 0.16% | +1.3% |
| Q2 2021 | $5,543,000 | +2.3% | 37,545 | -2.2% | 0.15% | -10.5% |
| Q1 2021 | $5,420,000 | +9.7% | 38,376 | -0.6% | 0.17% | -1.1% |
| Q4 2020 | $4,941,000 | +5.0% | 38,594 | -7.7% | 0.17% | -13.9% |
| Q3 2020 | $4,704,000 | -6.2% | 41,832 | -9.7% | 0.20% | -5.6% |
| Q2 2020 | $5,013,000 | -0.2% | 46,330 | -11.3% | 0.21% | -13.0% |
| Q1 2020 | $5,025,000 | +63.6% | 52,212 | +121.1% | 0.25% | +93.7% |
| Q4 2019 | $3,072,000 | +123.7% | 23,611 | +104.8% | 0.13% | +86.8% |
| Q3 2019 | $1,373,000 | -0.7% | 11,527 | -2.9% | 0.07% | -20.9% |
| Q2 2019 | $1,383,000 | +3.7% | 11,867 | +0.3% | 0.09% | -32.8% |
| Q1 2019 | $1,334,000 | +9.3% | 11,837 | -1.9% | 0.13% | +36.2% |
| Q4 2018 | $1,220,000 | +47.7% | 12,066 | +69.2% | 0.09% | +44.6% |
| Q3 2018 | $826,000 | +65.9% | 7,131 | +57.6% | 0.06% | +38.3% |
| Q2 2018 | $498,000 | +0.6% | 4,526 | 0.0% | 0.05% | -2.1% |
| Q1 2018 | $495,000 | -13.8% | 4,526 | -10.0% | 0.05% | -21.3% |
| Q4 2017 | $574,000 | -1.9% | 5,027 | -7.3% | 0.06% | -10.3% |
| Q3 2017 | $585,000 | +3.2% | 5,425 | +0.4% | 0.07% | -1.4% |
| Q2 2017 | $567,000 | +3.7% | 5,406 | +2.8% | 0.07% | -8.0% |
| Q1 2017 | $547,000 | +2.6% | 5,261 | 0.0% | 0.08% | -3.8% |
| Q4 2016 | $533,000 | +38.8% | 5,261 | +30.3% | 0.08% | +30.0% |
| Q3 2016 | $384,000 | +2.4% | 4,039 | 0.0% | 0.06% | 0.0% |
| Q2 2016 | $375,000 | +33.0% | 4,039 | +28.7% | 0.06% | +39.5% |
| Q1 2016 | $282,000 | -54.1% | 3,139 | -54.8% | 0.04% | -58.3% |
| Q4 2015 | $614,000 | +62.0% | 6,939 | +53.7% | 0.10% | +43.1% |
| Q3 2015 | $379,000 | -99.9% | 4,514 | +43.8% | 0.07% | +33.3% |
| Q2 2015 | $289,447,000 | +4.2% | 3,139 | +4.6% | 0.05% | +3.8% |
| Q1 2015 | $277,680,000 | +96990.9% | 3,000 | -1.6% | 0.05% | +10.6% |
| Q4 2014 | $286,000 | +5.9% | 3,050 | +1.7% | 0.05% | +6.8% |
| Q3 2014 | $270,000 | -0.4% | 3,000 | 0.0% | 0.04% | -30.2% |
| Q2 2014 | $271,000 | -37.3% | 3,000 | -39.7% | 0.06% | -46.6% |
| Q1 2014 | $432,000 | +68.8% | 4,975 | +65.8% | 0.12% | +78.8% |
| Q4 2013 | $256,000 | +8.9% | 3,000 | 0.0% | 0.07% | -10.8% |
| Q3 2013 | $235,000 | – | 3,000 | – | 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% |