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 | $328 | -4.4% | 2,134 | 0.0% | 0.25% | -2.0% |
| Q2 2023 | $343 | +5.9% | 2,134 | 0.0% | 0.25% | +0.8% |
| Q1 2023 | $324 | +5.2% | 2,134 | 0.0% | 0.25% | -2.3% |
| Q4 2022 | $308 | -99.9% | 2,134 | 0.0% | 0.26% | +8.4% |
| Q3 2022 | $274,000 | -10.5% | 2,134 | -4.1% | 0.24% | -4.4% |
| Q2 2022 | $306,000 | -11.6% | 2,225 | 0.0% | 0.25% | -0.4% |
| Q1 2022 | $346,000 | +3.3% | 2,225 | +4.3% | 0.25% | +10.7% |
| Q4 2021 | $335,000 | +8.1% | 2,134 | 0.0% | 0.22% | +2.7% |
| Q3 2021 | $310,000 | -1.6% | 2,134 | 0.0% | 0.22% | +3.3% |
| Q2 2021 | $315,000 | +1.3% | 2,134 | -3.4% | 0.21% | -4.5% |
| Q1 2021 | $311,000 | +10.3% | 2,208 | 0.0% | 0.22% | +8.3% |
| Q4 2020 | $282,000 | +14.2% | 2,208 | +0.5% | 0.20% | +0.5% |
| Q3 2020 | $247,000 | +5.1% | 2,196 | +0.6% | 0.20% | -0.5% |
| Q2 2020 | $235,000 | +9.3% | 2,182 | -2.5% | 0.20% | +3.0% |
| Q1 2020 | $215,000 | -25.9% | 2,239 | +0.4% | 0.20% | -3.9% |
| Q4 2019 | $290,000 | +9.4% | 2,231 | 0.0% | 0.21% | +4.5% |
| Q3 2019 | $265,000 | +1.9% | 2,231 | 0.0% | 0.20% | +2.6% |
| Q2 2019 | $260,000 | +3.6% | 2,231 | 0.0% | 0.19% | +2.1% |
| Q1 2019 | $251,000 | +11.6% | 2,231 | 0.0% | 0.19% | +0.5% |
| Q4 2018 | $225,000 | -18.5% | 2,231 | -6.5% | 0.19% | -5.5% |
| Q3 2018 | $276,000 | +4.9% | 2,385 | 0.0% | 0.20% | +11.8% |
| Q2 2018 | $263,000 | +7.8% | 2,385 | +6.9% | 0.18% | +8.5% |
| Q1 2018 | $244,000 | -3.9% | 2,231 | 0.0% | 0.16% | -7.9% |
| Q4 2017 | $254,000 | +5.8% | 2,231 | 0.0% | 0.18% | -0.6% |
| Q3 2017 | $240,000 | +4.3% | 2,231 | +1.5% | 0.18% | -1.1% |
| Q2 2017 | $230,000 | +0.4% | 2,198 | 0.0% | 0.18% | -5.7% |
| Q1 2017 | $229,000 | +6.0% | 2,198 | +3.0% | 0.19% | -2.0% |
| Q4 2016 | $216,000 | -27.8% | 2,134 | -32.1% | 0.20% | -29.0% |
| Q3 2016 | $299,000 | +2.4% | 3,145 | 0.0% | 0.28% | -2.1% |
| Q2 2016 | $292,000 | +3.5% | 3,145 | 0.0% | 0.28% | -0.4% |
| Q1 2016 | $282,000 | +1.4% | 3,145 | 0.0% | 0.28% | -6.3% |
| Q4 2015 | $278,000 | – | 3,145 | – | 0.30% | – |
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% |