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 | $6,435,560 | +0.2% | 42,284 | +5.2% | 0.14% | +9.3% |
| Q2 2023 | $6,422,736 | +1.1% | 40,192 | -2.9% | 0.13% | +4.0% |
| Q1 2023 | $6,352,596 | -16.7% | 41,374 | -19.0% | 0.12% | -19.5% |
| Q4 2022 | $7,628,368 | +4.1% | 51,063 | -9.6% | 0.15% | -8.9% |
| Q3 2022 | $7,328,000 | -8.4% | 56,507 | -1.7% | 0.17% | -4.5% |
| Q2 2022 | $7,996,000 | -73.7% | 57,495 | -70.6% | 0.18% | -70.2% |
| Q1 2022 | $30,377,000 | +744.0% | 195,387 | +759.9% | 0.59% | +858.1% |
| Q4 2021 | $3,599,000 | +13.0% | 22,721 | +5.3% | 0.06% | +8.8% |
| Q3 2021 | $3,185,000 | +5.4% | 21,577 | +5.7% | 0.06% | +5.6% |
| Q2 2021 | $3,023,000 | -46.0% | 20,416 | -48.5% | 0.05% | -74.9% |
| Q1 2021 | $5,601,000 | +116.1% | 39,656 | +95.9% | 0.22% | +108.7% |
| Q4 2020 | $2,592,000 | +17.6% | 20,248 | +3.2% | 0.10% | +1.0% |
| Q3 2020 | $2,205,000 | +28.8% | 19,611 | +24.0% | 0.10% | -4.7% |
| Q2 2020 | $1,712,000 | -27.3% | 15,818 | -35.4% | 0.11% | -21.3% |
| Q1 2020 | $2,356,000 | -42.4% | 24,480 | -22.2% | 0.14% | -34.6% |
| Q4 2019 | $4,092,000 | +27.4% | 31,457 | +16.7% | 0.21% | +19.5% |
| Q3 2019 | $3,212,000 | +48.1% | 26,964 | +44.9% | 0.17% | +39.2% |
| Q2 2019 | $2,169,000 | -60.6% | 18,605 | -61.9% | 0.12% | -65.1% |
| Q1 2019 | $5,510,000 | -14.3% | 48,870 | -23.1% | 0.36% | -26.6% |
| Q4 2018 | $6,428,000 | -30.7% | 63,553 | -20.6% | 0.49% | -30.9% |
| Q3 2018 | $9,276,000 | -7.2% | 80,073 | -11.8% | 0.71% | -18.9% |
| Q2 2018 | $10,001,000 | +8.6% | 90,812 | +7.8% | 0.87% | +4.2% |
| Q1 2018 | $9,209,000 | -38.6% | 84,219 | -35.8% | 0.84% | -37.9% |
| Q4 2017 | $14,995,000 | +77.5% | 131,255 | +67.6% | 1.35% | +76.1% |
| Q3 2017 | $8,450,000 | -29.8% | 78,306 | -31.7% | 0.76% | -33.4% |
| Q2 2017 | $12,042,000 | -21.7% | 114,727 | -22.4% | 1.15% | -26.2% |
| Q1 2017 | $15,374,000 | -8.9% | 147,772 | -11.3% | 1.56% | -16.1% |
| Q4 2016 | $16,884,000 | +39.2% | 166,537 | +30.4% | 1.85% | +38.8% |
| Q3 2016 | $12,126,000 | +79.2% | 127,696 | +75.3% | 1.34% | +51.0% |
| Q2 2016 | $6,768,000 | +70.3% | 72,854 | +64.8% | 0.88% | +47.7% |
| Q1 2016 | $3,974,000 | +8539.1% | 44,202 | +8055.4% | 0.60% | +7387.5% |
| Q3 2015 | $46,000 | -8.0% | 542 | 0.0% | 0.01% | +33.3% |
| Q2 2015 | $50,000 | – | 542 | – | 0.01% | – |
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% |