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 | $4,765 | +4.6% | 30,972 | +9.6% | 0.73% | +7.4% |
| Q2 2023 | $4,554 | +39.0% | 28,254 | +30.9% | 0.68% | +26.4% |
| Q1 2023 | $3,276 | +10.9% | 21,585 | +6.0% | 0.54% | +4.9% |
| Q4 2022 | $2,953 | -99.9% | 20,355 | +16.4% | 0.51% | +17.4% |
| Q3 2022 | $2,247,000 | +61.8% | 17,483 | +73.1% | 0.44% | +68.1% |
| Q2 2022 | $1,389,000 | +36.0% | 10,102 | +54.1% | 0.26% | +52.9% |
| Q1 2022 | $1,021,000 | +7.2% | 6,554 | +7.9% | 0.17% | +10.4% |
| Q4 2021 | $952,000 | +34.8% | 6,075 | +25.1% | 0.15% | +22.2% |
| Q3 2021 | $706,000 | +2.0% | 4,857 | +3.6% | 0.13% | +1.6% |
| Q2 2021 | $692,000 | +17.1% | 4,687 | +12.0% | 0.12% | +14.8% |
| Q1 2021 | $591,000 | +41.1% | 4,185 | +27.7% | 0.11% | +17.4% |
| Q4 2020 | $419,000 | +43.5% | 3,276 | +26.1% | 0.09% | +26.0% |
| Q3 2020 | $292,000 | +153.9% | 2,597 | +145.2% | 0.07% | +143.3% |
| Q2 2020 | $115,000 | -50.4% | 1,059 | -56.1% | 0.03% | -58.9% |
| Q1 2020 | $232,000 | +34.1% | 2,415 | +81.2% | 0.07% | +65.9% |
| Q4 2019 | $173,000 | -91.3% | 1,333 | -88.3% | 0.04% | -92.0% |
| Q3 2019 | $1,983,000 | +1101.8% | 11,365 | +703.2% | 0.55% | +1068.1% |
| Q2 2019 | $165,000 | -59.4% | 1,415 | -60.7% | 0.05% | -57.3% |
| Q1 2019 | $406,000 | +14.4% | 3,600 | +2.7% | 0.11% | +4.8% |
| Q4 2018 | $355,000 | -12.3% | 3,507 | +0.3% | 0.10% | -7.9% |
| Q3 2018 | $405,000 | +5.5% | 3,496 | +0.1% | 0.11% | -5.0% |
| Q2 2018 | $384,000 | +0.5% | 3,491 | 0.0% | 0.12% | -3.2% |
| Q1 2018 | $382,000 | -4.0% | 3,491 | +0.1% | 0.12% | -5.3% |
| Q4 2017 | $398,000 | +6.1% | 3,486 | +0.3% | 0.13% | 0.0% |
| Q3 2017 | $375,000 | +5.9% | 3,477 | +3.1% | 0.13% | +0.8% |
| Q2 2017 | $354,000 | +5.7% | 3,372 | +4.6% | 0.13% | +0.8% |
| Q1 2017 | $335,000 | +2.4% | 3,223 | 0.0% | 0.13% | -4.4% |
| Q4 2016 | $327,000 | +7.2% | 3,223 | +0.3% | 0.14% | +0.7% |
| Q3 2016 | $305,000 | +7.4% | 3,214 | +5.3% | 0.13% | +0.8% |
| Q2 2016 | $284,000 | +6.8% | 3,052 | +3.2% | 0.13% | +0.8% |
| Q1 2016 | $266,000 | +1.9% | 2,956 | +0.2% | 0.13% | -2.9% |
| Q4 2015 | $261,000 | +5.2% | 2,951 | +0.2% | 0.14% | -0.7% |
| Q3 2015 | $248,000 | -8.5% | 2,946 | +0.1% | 0.14% | -2.1% |
| Q2 2015 | $271,000 | +7.5% | 2,942 | +8.3% | 0.14% | +6.9% |
| Q1 2015 | $252,000 | -0.8% | 2,717 | +0.1% | 0.13% | -5.1% |
| Q4 2014 | $254,000 | +4.5% | 2,713 | +0.2% | 0.14% | 0.0% |
| Q3 2014 | $243,000 | -0.4% | 2,708 | +0.1% | 0.14% | +0.7% |
| Q2 2014 | $244,000 | +7.5% | 2,705 | +3.4% | 0.14% | +3.0% |
| Q1 2014 | $227,000 | – | 2,615 | – | 0.13% | – |
Download | ||||||
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% |