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 | $6,396,671 | -12.1% | 41,580 | -7.9% | 0.67% | -11.6% |
| Q2 2023 | $7,277,022 | +2.9% | 45,146 | -3.2% | 0.76% | -0.4% |
| Q1 2023 | $7,075,191 | +0.7% | 46,621 | -3.8% | 0.76% | -4.5% |
| Q4 2022 | $7,028,379 | +8.1% | 48,448 | -4.2% | 0.80% | +4.0% |
| Q3 2022 | $6,501,000 | -12.0% | 50,587 | -5.8% | 0.77% | -8.2% |
| Q2 2022 | $7,385,000 | -19.3% | 53,726 | -8.5% | 0.83% | -9.2% |
| Q1 2022 | $9,148,000 | -20.8% | 58,749 | -20.6% | 0.92% | -22.0% |
| Q4 2021 | $11,548,000 | -12.7% | 73,964 | -18.7% | 1.18% | -45.4% |
| Q3 2021 | $13,232,000 | -6.5% | 90,993 | -5.0% | 2.16% | -6.5% |
| Q2 2021 | $14,148,000 | -38.7% | 95,824 | -41.3% | 2.30% | -16.0% |
| Q1 2021 | $23,068,000 | +7.7% | 163,325 | -2.4% | 2.74% | +3.9% |
| Q4 2020 | $21,415,000 | +18.6% | 167,281 | +4.2% | 2.64% | +3.0% |
| Q3 2020 | $18,056,000 | +3.1% | 160,567 | -0.8% | 2.56% | -3.8% |
| Q2 2020 | $17,516,000 | +17.5% | 161,869 | +4.5% | 2.66% | -4.3% |
| Q1 2020 | $14,903,000 | -24.5% | 154,836 | +2.0% | 2.78% | -7.0% |
| Q4 2019 | $19,744,000 | +13.0% | 151,773 | +3.5% | 2.99% | +23.0% |
| Q3 2019 | $17,476,000 | +3.0% | 146,686 | +0.8% | 2.43% | +2.1% |
| Q2 2019 | $16,962,000 | +7.0% | 145,505 | +5.1% | 2.38% | -5.1% |
| Q1 2019 | $15,858,000 | +17.1% | 138,472 | +3.4% | 2.51% | +4.1% |
| Q4 2018 | $13,541,000 | -7.5% | 133,883 | +6.0% | 2.41% | +2.5% |
| Q3 2018 | $14,637,000 | -4.7% | 126,351 | -9.4% | 2.35% | -7.0% |
| Q2 2018 | $15,351,000 | +0.1% | 139,394 | -0.6% | 2.53% | -4.6% |
| Q1 2018 | $15,330,000 | -0.7% | 140,204 | +3.7% | 2.65% | -1.6% |
| Q4 2017 | $15,443,000 | +25.0% | 135,180 | +18.1% | 2.69% | +12.9% |
| Q3 2017 | $12,351,000 | +10.9% | 114,455 | +7.9% | 2.39% | +4.8% |
| Q2 2017 | $11,138,000 | +16.2% | 106,118 | +803.1% | 2.28% | +10.0% |
| Q1 2017 | $9,589,000 | +6.0% | 11,750 | -86.8% | 2.07% | +2.6% |
| Q4 2016 | $9,048,000 | +24.5% | 89,247 | +16.6% | 2.02% | +22.0% |
| Q3 2016 | $7,269,000 | +25.7% | 76,548 | +22.9% | 1.65% | +17.9% |
| Q2 2016 | $5,784,000 | +76.6% | 62,265 | +71.0% | 1.40% | +89.7% |
| Q1 2016 | $3,275,000 | +276.9% | 36,419 | +277.6% | 0.74% | +157.5% |
| Q3 2014 | $869,000 | – | 9,645 | – | 0.29% | – |
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% |