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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,733,368 | +9.6% | 38,722 | -3.1% | 0.23% | -7.6% |
| Q3 2023 | $6,145,415 | -1.2% | 39,947 | +3.5% | 0.25% | -4.9% |
| Q2 2023 | $6,219,806 | +4.7% | 38,587 | -1.4% | 0.26% | -4.0% |
| Q1 2023 | $5,941,297 | -5.1% | 39,149 | -9.2% | 0.28% | -14.9% |
| Q4 2022 | $6,257,419 | +6.2% | 43,134 | -5.9% | 0.32% | -5.8% |
| Q3 2022 | $5,892,000 | -8.0% | 45,848 | -1.6% | 0.34% | -13.6% |
| Q2 2022 | $6,403,000 | -17.0% | 46,582 | -5.9% | 0.40% | +12.5% |
| Q1 2022 | $7,712,000 | -10.1% | 49,526 | -9.6% | 0.35% | -16.9% |
| Q4 2021 | $8,583,000 | +5.4% | 54,797 | -2.2% | 0.42% | -32.3% |
| Q3 2021 | $8,147,000 | -3.4% | 56,027 | -2.0% | 0.63% | -8.5% |
| Q2 2021 | $8,437,000 | -3.5% | 57,148 | -7.7% | 0.69% | -21.1% |
| Q1 2021 | $8,746,000 | +0.8% | 61,925 | -8.6% | 0.87% | -16.3% |
| Q4 2020 | $8,675,000 | +4.3% | 67,765 | -8.4% | 1.04% | -14.5% |
| Q3 2020 | $8,316,000 | +1.9% | 73,956 | -2.0% | 1.21% | -4.9% |
| Q2 2020 | $8,163,000 | -17.1% | 75,436 | -26.3% | 1.28% | -22.9% |
| Q1 2020 | $9,848,000 | -7.7% | 102,315 | +24.8% | 1.66% | -9.2% |
| Q4 2019 | $10,666,000 | +8.1% | 81,990 | -1.0% | 1.82% | +2.1% |
| Q3 2019 | $9,871,000 | +5.4% | 82,851 | +3.1% | 1.78% | +6.3% |
| Q2 2019 | $9,367,000 | +8.9% | 80,358 | +5.4% | 1.68% | +3.6% |
| Q1 2019 | $8,598,000 | +4.9% | 76,263 | -5.9% | 1.62% | -2.5% |
| Q4 2018 | $8,195,000 | +47.4% | 81,028 | +68.9% | 1.66% | +36.8% |
| Q3 2018 | $5,558,000 | +28.9% | 47,980 | +20.1% | 1.22% | +9.6% |
| Q3 2017 | $4,311,000 | +1.0% | 39,954 | -1.7% | 1.11% | -3.6% |
| Q2 2017 | $4,268,000 | +2.3% | 40,660 | +1.4% | 1.15% | -4.6% |
| Q1 2017 | $4,173,000 | +12.6% | 40,112 | +9.7% | 1.21% | +8.6% |
| Q4 2016 | $3,707,000 | +13.0% | 36,561 | +5.8% | 1.11% | +5.4% |
| Q3 2016 | $3,280,000 | +6.7% | 34,543 | +4.4% | 1.05% | -0.2% |
| Q2 2016 | $3,075,000 | +11.7% | 33,097 | +8.5% | 1.06% | +7.2% |
| Q1 2016 | $2,752,000 | – | 30,491 | – | 0.98% | – |
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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% |