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 2023 | $13,925,642 | +13.6% | 80,083 | +0.5% | 1.43% | +0.4% |
| Q3 2023 | $12,262,132 | -4.1% | 79,707 | +0.5% | 1.42% | -21.2% |
| Q2 2023 | $12,788,017 | +6.7% | 79,335 | +0.5% | 1.81% | +32.7% |
| Q1 2023 | $11,981,004 | -8.1% | 78,947 | -5.3% | 1.36% | +49.6% |
| Q4 2022 | $13,041,367 | +5.1% | 83,358 | -0.6% | 0.91% | +5.8% |
| Q1 2022 | $12,414,000 | -7.7% | 83,890 | -3.9% | 0.86% | -2.8% |
| Q4 2021 | $13,448,000 | +2.6% | 87,303 | +1.8% | 0.89% | +1.6% |
| Q3 2021 | $13,107,000 | +11.0% | 85,782 | +10.2% | 0.87% | +4.9% |
| Q2 2021 | $11,812,000 | +5.5% | 77,818 | +2.7% | 0.83% | -4.4% |
| Q1 2021 | $11,193,000 | +16.0% | 75,759 | +3.0% | 0.87% | +6.0% |
| Q4 2020 | $9,646,000 | +20.0% | 73,555 | +10.4% | 0.82% | +4.7% |
| Q3 2020 | $8,035,000 | +5.7% | 66,618 | +1.5% | 0.78% | -0.5% |
| Q2 2020 | $7,604,000 | +15.7% | 65,619 | +1.7% | 0.79% | -7.7% |
| Q1 2020 | $6,571,000 | +2127.5% | 64,509 | +2777.3% | 0.85% | +2337.1% |
| Q4 2019 | $295,000 | +4.6% | 2,242 | 0.0% | 0.04% | -10.3% |
| Q3 2019 | $282,000 | +8.9% | 2,242 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $259,000 | +0.4% | 2,242 | -1.7% | 0.04% | -2.5% |
| Q1 2019 | $258,000 | +0.4% | 2,281 | 0.0% | 0.04% | -2.4% |
| Q4 2018 | $257,000 | +11.3% | 2,281 | +7.5% | 0.04% | -2.4% |
| Q3 2018 | $231,000 | -99.5% | 2,122 | +370.5% | 0.04% | -74.1% |
| Q1 2017 | $46,660,000 | -71.0% | 451 | -73.7% | 0.16% | +211.5% |
| Q3 2016 | $161,167,000 | +1.2% | 1,712 | -50.0% | 0.05% | +160.0% |
| Q2 2016 | $159,204,000 | +70.6% | 3,424 | +8.5% | 0.02% | +33.3% |
| Q4 2015 | $93,320,000 | +96106.2% | 3,156 | +200.0% | 0.02% | -64.3% |
| Q2 2015 | $97,000 | 0.0% | 1,052 | 0.0% | 0.04% | -6.7% |
| Q1 2015 | $97,000 | – | 1,052 | – | 0.04% | – |
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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% |