ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $943,268 | -3.8% | 6,131 | +0.8% | 0.11% | +2.9% |
| Q2 2023 | $980,114 | -11.8% | 6,080 | -17.0% | 0.10% | -2.8% |
| Q1 2023 | $1,111,087 | +1.9% | 7,321 | -2.6% | 0.11% | +2.9% |
| Q4 2022 | $1,090,548 | +18.0% | 7,517 | +4.5% | 0.10% | -4.5% |
| Q3 2022 | $924,000 | -23.6% | 7,190 | -18.3% | 0.11% | -8.3% |
| Q2 2022 | $1,210,000 | -99.9% | 8,802 | +1.3% | 0.12% | +8.1% |
| Q1 2022 | $1,353,197,000 | +52.0% | 8,690 | +52.9% | 0.11% | +54.2% |
| Q4 2021 | $890,028,000 | +6.0% | 5,682 | -1.6% | 0.07% | -1.4% |
| Q3 2021 | $839,756,000 | +130907.2% | 5,775 | +33.1% | 0.07% | -9.9% |
| Q2 2021 | $641,000 | -16.9% | 4,340 | -20.5% | 0.08% | -1.2% |
| Q1 2021 | $771,000 | +15.4% | 5,461 | +4.7% | 0.08% | -3.5% |
| Q4 2020 | $668,000 | +70.4% | 5,215 | +56.6% | 0.08% | +60.4% |
| Q3 2020 | $392,000 | +5.1% | 3,330 | -3.3% | 0.05% | -11.7% |
| Q2 2020 | $373,000 | +14.1% | 3,445 | +1.3% | 0.06% | -13.0% |
| Q1 2020 | $327,000 | -39.7% | 3,402 | -18.6% | 0.07% | -25.8% |
| Q4 2019 | $542,000 | +3.0% | 4,178 | -5.3% | 0.09% | -74.5% |
| Q3 2019 | $526,000 | -0.9% | 4,411 | -3.2% | 0.36% | +69.0% |
| Q2 2019 | $531,000 | +2.7% | 4,559 | -0.6% | 0.22% | +55.4% |
| Q1 2019 | $517,000 | +9.5% | 4,587 | -1.6% | 0.14% | +19.8% |
| Q4 2018 | $472,000 | -4.5% | 4,662 | +9.3% | 0.12% | +65.7% |
| Q3 2018 | $494,000 | +102.5% | 4,267 | +92.6% | 0.07% | -5.4% |
| Q2 2018 | $244,000 | +0.8% | 2,216 | 0.0% | 0.07% | -1.3% |
| Q1 2018 | $242,000 | -8.0% | 2,216 | -3.7% | 0.08% | +13.6% |
| Q4 2017 | $263,000 | -7.1% | 2,301 | -25.0% | 0.07% | -63.5% |
| Q3 2015 | $283,000 | -99.9% | 3,066 | -47.0% | 0.18% | +7.1% |
| Q2 2015 | $266,846,000 | – | 5,782 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |