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 | $1,141,031 | -5.9% | 7,417 | -1.4% | 0.61% | -1.1% |
| Q2 2023 | $1,212,310 | +18.0% | 7,521 | +11.1% | 0.62% | +9.8% |
| Q1 2023 | $1,027,567 | +4.4% | 6,771 | -0.2% | 0.56% | -2.6% |
| Q4 2022 | $984,445 | +21.7% | 6,786 | +7.9% | 0.58% | +10.1% |
| Q3 2022 | $809,000 | -11.1% | 6,291 | -4.9% | 0.52% | +7.8% |
| Q2 2022 | $910,000 | -13.0% | 6,617 | -1.5% | 0.49% | +0.4% |
| Q1 2022 | $1,046,000 | -0.4% | 6,719 | +0.3% | 0.48% | +9.0% |
| Q4 2021 | $1,050,000 | +7.3% | 6,701 | -0.5% | 0.44% | -4.5% |
| Q3 2021 | $979,000 | -3.6% | 6,733 | -2.2% | 0.46% | -2.1% |
| Q2 2021 | $1,016,000 | +2.3% | 6,883 | -2.1% | 0.48% | -4.0% |
| Q1 2021 | $993,000 | +10.8% | 7,033 | +0.4% | 0.50% | +4.0% |
| Q4 2020 | $896,000 | +11.3% | 7,002 | -2.2% | 0.48% | -4.6% |
| Q3 2020 | $805,000 | +2.4% | 7,162 | -1.4% | 0.50% | -6.9% |
| Q2 2020 | $786,000 | +25.6% | 7,264 | +11.7% | 0.54% | -1.5% |
| Q1 2020 | $626,000 | -11.3% | 6,504 | +19.8% | 0.54% | +12.9% |
| Q4 2019 | $706,000 | -0.3% | 5,428 | -8.6% | 0.48% | -6.4% |
| Q3 2019 | $708,000 | +2.9% | 5,940 | +0.6% | 0.52% | +3.2% |
| Q2 2019 | $688,000 | +2.4% | 5,903 | -0.9% | 0.50% | -2.5% |
| Q1 2019 | $672,000 | +13.9% | 5,958 | +2.2% | 0.51% | -3.0% |
| Q4 2018 | $590,000 | -13.9% | 5,830 | -1.4% | 0.53% | +1.5% |
| Q3 2018 | $685,000 | +4.3% | 5,914 | -0.9% | 0.52% | -1.1% |
| Q2 2018 | $657,000 | -5.1% | 5,969 | -5.7% | 0.53% | -5.6% |
| Q1 2018 | $692,000 | -6.0% | 6,327 | -1.8% | 0.56% | -5.1% |
| Q4 2017 | $736,000 | +5.3% | 6,442 | -0.6% | 0.59% | -0.7% |
| Q3 2017 | $699,000 | +2.6% | 6,482 | -0.1% | 0.59% | -3.3% |
| Q2 2017 | $681,000 | +4.1% | 6,487 | +3.2% | 0.61% | +0.8% |
| Q1 2017 | $654,000 | +1.6% | 6,283 | -1.1% | 0.61% | -3.7% |
| Q4 2016 | $644,000 | +1.4% | 6,353 | -5.0% | 0.63% | +8.1% |
| Q3 2016 | $635,000 | -7.6% | 6,690 | -9.6% | 0.58% | -9.5% |
| Q2 2016 | $687,000 | +9.2% | 7,400 | +5.8% | 0.64% | +3.4% |
| Q1 2016 | $629,000 | +1.6% | 6,995 | -0.0% | 0.62% | -1.0% |
| Q4 2015 | $619,000 | +2.5% | 6,996 | -2.6% | 0.63% | -4.8% |
| Q3 2015 | $604,000 | -0.2% | 7,182 | +9.5% | 0.66% | +6.5% |
| Q2 2015 | $605,000 | -9.2% | 6,561 | -8.8% | 0.62% | -10.4% |
| Q1 2015 | $666,000 | +12.5% | 7,194 | +13.9% | 0.69% | +8.8% |
| Q4 2014 | $592,000 | -3.3% | 6,317 | -7.0% | 0.64% | -6.7% |
| Q3 2014 | $612,000 | +3.4% | 6,789 | +3.5% | 0.68% | +3.8% |
| Q2 2014 | $592,000 | +20.8% | 6,560 | +16.3% | 0.66% | +19.5% |
| Q1 2014 | $490,000 | +8.9% | 5,643 | +7.1% | 0.55% | +3.2% |
| Q4 2013 | $450,000 | – | 5,267 | – | 0.53% | – |
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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% |