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 2022 | $256,000 | -13.5% | 1,920 | -6.6% | 0.06% | +6.7% |
| Q2 2022 | $296,000 | -27.5% | 2,055 | -21.5% | 0.06% | -10.4% |
| Q1 2022 | $408,000 | -1.9% | 2,618 | -3.1% | 0.07% | +1.5% |
| Q4 2021 | $416,000 | +2.2% | 2,703 | -3.4% | 0.07% | +1.5% |
| Q3 2021 | $407,000 | -1.9% | 2,797 | -0.6% | 0.06% | -4.4% |
| Q2 2021 | $415,000 | -2.8% | 2,813 | -7.1% | 0.07% | -9.3% |
| Q1 2021 | $427,000 | -15.9% | 3,028 | -23.7% | 0.08% | -21.1% |
| Q4 2020 | $508,000 | +14.9% | 3,970 | +0.9% | 0.10% | 0.0% |
| Q3 2020 | $442,000 | -66.2% | 3,936 | -67.5% | 0.10% | -71.5% |
| Q2 2020 | $1,308,000 | +5.4% | 12,096 | -6.2% | 0.33% | -15.7% |
| Q1 2020 | $1,241,000 | -30.2% | 12,897 | -5.6% | 0.40% | -16.5% |
| Q4 2019 | $1,777,000 | +1.8% | 13,657 | -6.8% | 0.47% | -8.5% |
| Q3 2019 | $1,746,000 | -5.8% | 14,656 | -7.8% | 0.52% | -9.9% |
| Q2 2019 | $1,853,000 | -4.2% | 15,896 | -7.3% | 0.57% | -9.9% |
| Q1 2019 | $1,934,000 | +10.4% | 17,154 | -0.9% | 0.64% | -47.9% |
| Q4 2018 | $1,752,000 | -34.9% | 17,311 | -25.5% | 1.22% | -18.8% |
| Q3 2018 | $2,691,000 | +2.8% | 23,241 | -2.5% | 1.51% | -11.5% |
| Q2 2018 | $2,618,000 | -0.8% | 23,831 | -1.3% | 1.70% | -10.9% |
| Q1 2018 | $2,639,000 | -12.3% | 24,152 | -8.3% | 1.91% | +48.3% |
| Q4 2017 | $3,009,000 | +8.9% | 26,337 | +2.9% | 1.29% | -51.8% |
| Q3 2017 | $2,763,000 | +25.1% | 25,600 | +21.7% | 2.67% | +119.1% |
| Q2 2017 | $2,208,000 | +26.5% | 21,032 | +25.4% | 1.22% | +20.6% |
| Q1 2017 | $1,745,000 | +52.3% | 16,776 | +48.4% | 1.01% | +31.4% |
| Q4 2016 | $1,146,000 | – | 11,308 | – | 0.77% | – |
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% |