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 | $16,423,717 | -5.8% | 106,758 | -1.3% | 0.14% | -4.7% |
| Q2 2023 | $17,437,046 | +2.4% | 108,177 | -3.6% | 0.15% | -13.5% |
| Q1 2023 | $17,029,219 | +4.1% | 112,212 | -0.5% | 0.17% | -5.5% |
| Q4 2022 | $16,355,402 | +16.3% | 112,741 | +3.0% | 0.18% | +1.7% |
| Q3 2022 | $14,068,000 | +22.4% | 109,461 | +30.9% | 0.18% | +13.4% |
| Q2 2022 | $11,494,000 | -10.7% | 83,616 | +1.2% | 0.16% | -4.3% |
| Q1 2022 | $12,868,000 | +115.8% | 82,636 | +117.0% | 0.16% | +92.9% |
| Q4 2021 | $5,963,000 | -0.9% | 38,073 | -8.0% | 0.08% | -15.0% |
| Q3 2021 | $6,017,000 | +0.1% | 41,378 | +1.6% | 0.10% | -9.9% |
| Q2 2021 | $6,010,000 | +33.2% | 40,710 | +27.4% | 0.11% | +19.4% |
| Q1 2021 | $4,512,000 | +660.9% | 31,943 | +589.3% | 0.09% | +481.2% |
| Q4 2020 | $593,000 | +14.0% | 4,634 | +0.2% | 0.02% | 0.0% |
| Q3 2020 | $520,000 | +12.1% | 4,627 | +7.9% | 0.02% | +14.3% |
| Q2 2020 | $464,000 | -83.7% | 4,290 | -85.5% | 0.01% | -85.3% |
| Q1 2020 | $2,844,000 | +6514.0% | 29,548 | +8746.7% | 0.10% | +4650.0% |
| Q4 2019 | $43,000 | +7.5% | 334 | +0.3% | 0.00% | 0.0% |
| Q3 2019 | $40,000 | +566.7% | 333 | +528.3% | 0.00% | – |
| Q2 2019 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q1 2019 | $6,000 | +20.0% | 53 | 0.0% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 53 | 0.0% | 0.00% | – |
| Q3 2018 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q1 2018 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q4 2017 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q3 2017 | $6,000 | -73.9% | 53 | -75.5% | 0.00% | -100.0% |
| Q2 2017 | $23,000 | +283.3% | 216 | +307.5% | 0.00% | +100.0% |
| Q1 2017 | $6,000 | +20.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | -90.6% | 53 | -90.5% | 0.00% | -83.3% |
| Q3 2016 | $53,000 | +960.0% | 557 | +950.9% | 0.01% | +500.0% |
| Q2 2016 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | +25.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $4,000 | -20.0% | 53 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $5,000 | -99.1% | 53 | -99.1% | 0.00% | -99.2% |
| Q2 2014 | $538,000 | +3.9% | 5,962 | 0.0% | 0.24% | +7.0% |
| Q1 2014 | $518,000 | – | 5,962 | – | 0.23% | – |
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% |