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 2022 | $648,028 | +66.6% | 4,467 | +47.7% | 0.00% | +50.0% |
| Q3 2022 | $389,000 | +4.6% | 3,025 | +11.8% | 0.00% | 0.0% |
| Q2 2022 | $372,000 | -25.5% | 2,706 | -15.6% | 0.00% | 0.0% |
| Q1 2022 | $499,000 | -11.1% | 3,207 | -10.4% | 0.00% | -33.3% |
| Q4 2021 | $561,000 | +59.4% | 3,580 | +48.0% | 0.00% | +50.0% |
| Q3 2021 | $352,000 | 0.0% | 2,419 | +1.3% | 0.00% | 0.0% |
| Q2 2021 | $352,000 | +5.1% | 2,387 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $335,000 | -2.3% | 2,374 | -11.3% | 0.00% | 0.0% |
| Q4 2020 | $343,000 | +54.5% | 2,676 | +35.6% | 0.00% | 0.0% |
| Q3 2020 | $222,000 | -42.6% | 1,974 | -33.7% | 0.00% | -33.3% |
| Q4 2019 | $387,000 | – | 2,976 | – | 0.00% | – |
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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% |