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 2022 | $121,362 | -2.9% | 837 | -14.2% | 0.01% | -9.1% |
| Q3 2022 | $125,000 | -6.7% | 976 | +0.2% | 0.01% | -8.3% |
| Q2 2022 | $134,000 | -11.8% | 974 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $152,000 | 0.0% | 974 | +0.1% | 0.01% | +9.1% |
| Q4 2021 | $152,000 | +33.3% | 973 | +24.6% | 0.01% | +22.2% |
| Q3 2021 | $114,000 | -0.9% | 781 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $115,000 | +130.0% | 780 | +120.3% | 0.01% | +125.0% |
| Q1 2021 | $50,000 | -47.4% | 354 | -49.9% | 0.00% | 0.0% |
| Q4 2020 | $95,000 | +137.5% | 707 | +100.9% | 0.00% | 0.0% |
| Q3 2020 | $40,000 | +5.3% | 352 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $38,000 | +11.8% | 351 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $34,000 | -35.8% | 350 | -14.2% | 0.00% | -33.3% |
| Q4 2019 | $53,000 | +29.3% | 408 | +17.2% | 0.01% | +20.0% |
| Q3 2019 | $41,000 | +2.5% | 348 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | +2.6% | 347 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $39,000 | +11.4% | 346 | +0.3% | 0.01% | 0.0% |
| Q4 2018 | $35,000 | -12.5% | 345 | +0.6% | 0.01% | 0.0% |
| Q3 2018 | $40,000 | +5.3% | 343 | +0.3% | 0.01% | 0.0% |
| Q2 2018 | $38,000 | +2.7% | 342 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $37,000 | -5.1% | 342 | +0.3% | 0.01% | 0.0% |
| Q4 2017 | $39,000 | +5.4% | 341 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $37,000 | +2.8% | 341 | +0.3% | 0.01% | 0.0% |
| Q2 2017 | $36,000 | +2.9% | 340 | +0.3% | 0.01% | 0.0% |
| Q1 2017 | $35,000 | +84.2% | 339 | +78.4% | 0.01% | +66.7% |
| Q4 2016 | $19,000 | -86.5% | 190 | -87.2% | 0.00% | -85.7% |
| Q3 2016 | $141,000 | +16.5% | 1,489 | +14.6% | 0.02% | +10.5% |
| Q2 2016 | $121,000 | +3.4% | 1,299 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $117,000 | – | 1,299 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |