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 | $211,597 | -4.6% | 1,375 | 0.0% | 0.02% | -5.6% |
| Q2 2023 | $221,706 | +1.1% | 1,375 | -4.8% | 0.02% | -5.3% |
| Q1 2023 | $219,241 | +78481.0% | 1,444 | -24.8% | 0.02% | -26.9% |
| Q4 2022 | $279 | -99.9% | 1,920 | -2.5% | 0.03% | 0.0% |
| Q3 2022 | $253,000 | +40.6% | 1,970 | +50.2% | 0.03% | +52.9% |
| Q2 2022 | $180,000 | -22.7% | 1,312 | -12.3% | 0.02% | -19.0% |
| Q1 2022 | $233,000 | +275.8% | 1,496 | +280.7% | 0.02% | +250.0% |
| Q4 2021 | $62,000 | +55.0% | 393 | +26.8% | 0.01% | +20.0% |
| Q4 2020 | $40,000 | -79.6% | 310 | -82.9% | 0.01% | -82.8% |
| Q4 2018 | $196,000 | +1300.0% | 1,812 | +874.2% | 0.03% | +314.3% |
| Q2 2013 | $14,000 | – | 186 | – | 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% |