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 | $867,346 | -4.7% | 5,638 | -0.1% | 0.17% | +11.3% |
| Q2 2023 | $909,913 | +33.0% | 5,645 | +25.2% | 0.15% | +21.8% |
| Q1 2023 | $684,340 | +4.7% | 4,509 | +0.0% | 0.12% | +6.0% |
| Q4 2022 | $653,830 | +1291.1% | 4,507 | +1134.8% | 0.12% | +1571.4% |
| Q4 2020 | $47,000 | -80.8% | 365 | -83.3% | 0.01% | -85.1% |
| Q3 2020 | $245,000 | +6.5% | 2,181 | +2.5% | 0.05% | 0.0% |
| Q2 2020 | $230,000 | +12.2% | 2,127 | 0.0% | 0.05% | -9.6% |
| Q1 2020 | $205,000 | -26.0% | 2,127 | 0.0% | 0.05% | -13.3% |
| Q4 2019 | $277,000 | +5.7% | 2,127 | -3.4% | 0.06% | +7.1% |
| Q3 2019 | $262,000 | +1.9% | 2,202 | 0.0% | 0.06% | +3.7% |
| Q2 2019 | $257,000 | -18.2% | 2,202 | -20.9% | 0.05% | -34.9% |
| Q1 2019 | $314,000 | +8.7% | 2,784 | -2.6% | 0.08% | 0.0% |
| Q4 2018 | $289,000 | -12.7% | 2,859 | 0.0% | 0.08% | +1.2% |
| Q3 2018 | $331,000 | +190.4% | 2,859 | +176.0% | 0.08% | +164.5% |
| Q2 2018 | $114,000 | +78.1% | 1,036 | +78.0% | 0.03% | +72.2% |
| Q1 2018 | $64,000 | – | 582 | – | 0.02% | – |
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% |