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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $209,000 | -0.5% | 1,343 | 0.0% | 0.01% | -7.1% |
| Q4 2021 | $210,000 | -47.1% | 1,343 | -52.3% | 0.01% | -54.8% |
| Q1 2021 | $397,000 | +13.4% | 2,813 | +2.9% | 0.03% | +3.3% |
| Q4 2020 | $350,000 | -11.8% | 2,734 | -33.7% | 0.03% | -37.5% |
| Q1 2020 | $397,000 | -27.6% | 4,122 | -2.2% | 0.05% | -14.3% |
| Q4 2019 | $548,000 | +1.9% | 4,214 | -6.7% | 0.06% | -11.1% |
| Q3 2019 | $538,000 | +19.3% | 4,517 | +16.6% | 0.06% | +21.2% |
| Q2 2019 | $451,000 | -6.2% | 3,873 | -9.2% | 0.05% | -10.3% |
| Q1 2019 | $481,000 | +12.4% | 4,267 | +0.7% | 0.06% | -9.4% |
| Q4 2018 | $428,000 | +28.1% | 4,236 | +42.0% | 0.06% | +64.1% |
| Q3 2018 | $334,000 | +32.5% | 2,984 | +30.4% | 0.04% | +21.9% |
| Q2 2018 | $252,000 | +0.8% | 2,289 | 0.0% | 0.03% | -3.0% |
| Q1 2018 | $250,000 | – | 2,289 | – | 0.03% | – |
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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% |