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 2022 | $8,000 | -33.3% | 65 | -26.1% | 0.00% | -25.0% |
| Q2 2022 | $12,000 | -7.7% | 88 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 89 | -2.2% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +300.0% | 91 | +225.0% | 0.00% | +300.0% |
| Q4 2020 | $3,000 | -25.0% | 28 | -26.3% | 0.00% | -50.0% |
| Q2 2017 | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | -99.1% | 38 | -98.8% | 0.00% | -98.9% |
| Q4 2016 | $321,000 | +3912.5% | 3,173 | +3073.0% | 0.18% | +4450.0% |
| Q1 2016 | $8,000 | -52.9% | 100 | -51.9% | 0.00% | -50.0% |
| Q3 2015 | $17,000 | -10.5% | 208 | 0.0% | 0.01% | -11.1% |
| Q2 2015 | $19,000 | 0.0% | 208 | 0.0% | 0.01% | +12.5% |
| Q1 2015 | $19,000 | – | 208 | – | 0.01% | – |
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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% |