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 2021 | $233,000 | -1.7% | 1,602 | 0.0% | 0.09% | -4.2% |
| Q2 2021 | $237,000 | +4.9% | 1,602 | 0.0% | 0.10% | 0.0% |
| Q1 2021 | $226,000 | +10.2% | 1,602 | 0.0% | 0.10% | +8.0% |
| Q4 2020 | $205,000 | -0.5% | 1,602 | -12.7% | 0.09% | -12.9% |
| Q3 2020 | $206,000 | -13.8% | 1,836 | 0.0% | 0.10% | -22.3% |
| Q4 2019 | $239,000 | +9.1% | 1,836 | 0.0% | 0.13% | -5.1% |
| Q3 2019 | $219,000 | -5.6% | 1,836 | -7.9% | 0.14% | -0.7% |
| Q2 2019 | $232,000 | +3.1% | 1,993 | 0.0% | 0.14% | +3.0% |
| Q1 2019 | $225,000 | +11.4% | 1,993 | 0.0% | 0.13% | -3.6% |
| Q4 2018 | $202,000 | -12.6% | 1,993 | 0.0% | 0.14% | -3.5% |
| Q3 2018 | $231,000 | +5.5% | 1,993 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $219,000 | +0.5% | 1,993 | 0.0% | 0.14% | -5.3% |
| Q1 2018 | $218,000 | -4.4% | 1,993 | 0.0% | 0.15% | +5.6% |
| Q4 2017 | $228,000 | +6.0% | 1,993 | 0.0% | 0.14% | +2.1% |
| Q3 2017 | $215,000 | +2.9% | 1,993 | 0.0% | 0.14% | -2.8% |
| Q2 2017 | $209,000 | +1.0% | 1,993 | 0.0% | 0.14% | -3.3% |
| Q1 2017 | $207,000 | -17.2% | 1,993 | -19.1% | 0.15% | -17.1% |
| Q4 2016 | $250,000 | +6.8% | 2,465 | 0.0% | 0.18% | +4.0% |
| Q3 2016 | $234,000 | +2.2% | 2,465 | 0.0% | 0.17% | -7.4% |
| Q2 2016 | $229,000 | +3.2% | 2,465 | 0.0% | 0.19% | -0.5% |
| Q1 2016 | $222,000 | +1.8% | 2,465 | 0.0% | 0.19% | +2.2% |
| Q4 2015 | $218,000 | – | 2,465 | – | 0.18% | – |
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% |