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 2020 | $538,000 | +29.3% | 4,204 | +13.7% | 0.10% | -1.0% |
| Q3 2020 | $416,000 | +4.0% | 3,699 | 0.0% | 0.10% | -3.7% |
| Q2 2020 | $400,000 | +16.3% | 3,699 | +3.6% | 0.11% | -5.3% |
| Q1 2020 | $344,000 | -26.2% | 3,570 | 0.0% | 0.11% | -5.0% |
| Q4 2019 | $466,000 | +9.4% | 3,570 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $426,000 | +1.9% | 3,570 | 0.0% | 0.12% | +1.7% |
| Q2 2019 | $418,000 | -33.0% | 3,570 | -35.4% | 0.12% | -33.9% |
| Q1 2019 | $624,000 | +72.4% | 5,526 | +54.8% | 0.18% | +45.1% |
| Q4 2018 | $362,000 | -12.6% | 3,570 | 0.0% | 0.12% | -3.2% |
| Q3 2018 | $414,000 | +5.1% | 3,570 | 0.0% | 0.13% | +1.6% |
| Q2 2018 | $394,000 | -99.9% | 3,570 | 0.0% | 0.12% | -1.6% |
| Q1 2018 | $390,236,000 | -4.3% | 3,570 | 0.0% | 0.13% | -3.8% |
| Q4 2017 | $407,724,000 | +5.9% | 3,570 | 0.0% | 0.13% | +2.3% |
| Q3 2017 | $385,132,000 | -10.4% | 3,570 | -12.8% | 0.13% | +8.5% |
| Q2 2017 | $429,706,000 | -12.3% | 4,094 | -13.1% | 0.12% | -23.4% |
| Q1 2017 | $489,926,000 | +2.6% | 4,710 | 0.0% | 0.15% | +4.8% |
| Q4 2016 | $477,400,000 | -46.0% | 4,710 | -16.5% | 0.15% | +16.7% |
| Q3 2016 | $883,324,000 | +135.6% | 5,638 | +39.7% | 0.13% | +12.5% |
| Q2 2016 | $374,946,000 | +3.3% | 4,036 | 0.0% | 0.11% | +2.8% |
| Q1 2016 | $362,957,000 | +1.6% | 4,036 | 0.0% | 0.11% | +6.9% |
| Q4 2015 | $357,308,000 | +5.4% | 4,036 | 0.0% | 0.10% | -4.7% |
| Q3 2015 | $339,146,000 | -8.9% | 4,036 | 0.0% | 0.11% | +1.9% |
| Q2 2015 | $372,160,000 | -0.4% | 4,036 | 0.0% | 0.10% | -0.9% |
| Q1 2015 | $373,574,000 | -1.3% | 4,036 | 0.0% | 0.11% | -1.9% |
| Q4 2014 | $378,456,000 | +4.1% | 4,036 | 0.0% | 0.11% | +3.8% |
| Q3 2014 | $363,524,000 | +723.4% | 4,036 | +725.4% | 0.10% | +593.3% |
| Q2 2014 | $44,147,000 | +3.9% | 489 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $42,494,000 | +101076.2% | 489 | 0.0% | 0.02% | +7.1% |
| Q4 2013 | $42,000 | – | 489 | – | 0.01% | – |
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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% |