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 | $1,382,829 | -12.0% | 8,989 | -7.8% | 0.29% | -9.0% |
| Q2 2023 | $1,570,917 | -5.7% | 9,746 | -11.2% | 0.32% | -9.8% |
| Q1 2023 | $1,665,663 | +3.1% | 10,976 | -1.4% | 0.36% | -3.3% |
| Q4 2022 | $1,615,038 | +11.5% | 11,133 | -1.2% | 0.37% | -7.3% |
| Q3 2022 | $1,449,000 | -6.5% | 11,273 | +0.1% | 0.40% | -4.8% |
| Q2 2022 | $1,549,000 | -9.3% | 11,267 | +2.8% | 0.42% | -46.3% |
| Q1 2022 | $1,707,000 | -10.8% | 10,959 | -10.3% | 0.78% | +44.2% |
| Q4 2021 | $1,914,000 | +6.6% | 12,219 | -1.0% | 0.54% | -10.8% |
| Q3 2021 | $1,796,000 | -1.8% | 12,347 | -0.3% | 0.60% | -9.0% |
| Q2 2021 | $1,829,000 | +3.8% | 12,386 | -0.7% | 0.66% | -12.7% |
| Q1 2021 | $1,762,000 | +10.4% | 12,476 | +0.1% | 0.76% | +5.8% |
| Q4 2020 | $1,596,000 | +13.6% | 12,466 | -0.2% | 0.72% | -1.1% |
| Q3 2020 | $1,405,000 | +3.5% | 12,492 | -0.5% | 0.73% | -2.8% |
| Q2 2020 | $1,358,000 | +8.5% | 12,551 | -3.5% | 0.75% | -8.4% |
| Q1 2020 | $1,252,000 | -38.3% | 13,004 | -16.7% | 0.82% | -22.0% |
| Q4 2019 | $2,030,000 | +8.8% | 15,602 | -0.4% | 1.05% | +3.9% |
| Q3 2019 | $1,865,000 | +1.9% | 15,657 | -0.3% | 1.01% | +1.2% |
| Q2 2019 | $1,831,000 | -5.4% | 15,705 | -8.6% | 1.00% | -7.3% |
| Q1 2019 | $1,936,000 | +12.0% | 17,175 | +0.5% | 1.08% | -0.6% |
| Q4 2018 | $1,729,000 | -11.1% | 17,094 | +1.8% | 1.08% | -0.1% |
| Q3 2018 | $1,945,000 | +5.2% | 16,793 | +0.0% | 1.08% | +0.7% |
| Q2 2018 | $1,849,000 | +0.7% | 16,787 | -0.1% | 1.08% | -1.5% |
| Q1 2018 | $1,837,000 | -6.6% | 16,800 | -2.4% | 1.09% | -4.3% |
| Q4 2017 | $1,966,000 | +3.8% | 17,208 | -1.9% | 1.14% | -1.1% |
| Q3 2017 | $1,894,000 | +2.8% | 17,550 | -0.1% | 1.15% | -8.1% |
| Q2 2017 | $1,843,000 | +5.0% | 17,564 | +4.1% | 1.26% | +1.5% |
| Q1 2017 | $1,755,000 | -3.5% | 16,870 | -5.9% | 1.24% | -8.3% |
| Q4 2016 | $1,818,000 | +3.4% | 17,935 | -3.2% | 1.35% | +1.0% |
| Q3 2016 | $1,759,000 | +1.9% | 18,522 | -0.3% | 1.34% | -5.2% |
| Q2 2016 | $1,726,000 | -49.0% | 18,581 | -50.6% | 1.41% | +0.6% |
| Q1 2016 | $3,384,000 | +106.2% | 37,624 | +103.0% | 1.40% | -0.6% |
| Q4 2015 | $1,641,000 | – | 18,534 | – | 1.41% | – |
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% |