ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $958,116 | -5.3% | 6,228 | -0.7% | 0.22% | -3.9% |
| Q2 2023 | $1,011,467 | +3.6% | 6,275 | -2.5% | 0.23% | +14.9% |
| Q1 2023 | $976,424 | -17.6% | 6,434 | -21.2% | 0.20% | -22.7% |
| Q4 2022 | $1,185,077 | +21.2% | 8,169 | +7.3% | 0.26% | -9.4% |
| Q3 2022 | $978,000 | -6.6% | 7,612 | -0.0% | 0.29% | -2.0% |
| Q2 2022 | $1,047,000 | -11.3% | 7,615 | +0.4% | 0.29% | -2.7% |
| Q1 2022 | $1,181,000 | +0.8% | 7,581 | +1.3% | 0.30% | +7.5% |
| Q4 2021 | $1,172,000 | +7.7% | 7,485 | 0.0% | 0.28% | -0.4% |
| Q3 2021 | $1,088,000 | -0.8% | 7,485 | +0.7% | 0.28% | -1.1% |
| Q2 2021 | $1,097,000 | +4.5% | 7,431 | 0.0% | 0.28% | +10.5% |
| Q1 2021 | $1,050,000 | +10.4% | 7,431 | 0.0% | 0.26% | -3.0% |
| Q4 2020 | $951,000 | +29.2% | 7,431 | +13.5% | 0.26% | +7.3% |
| Q3 2020 | $736,000 | +4.0% | 6,546 | 0.0% | 0.25% | +2.1% |
| Q2 2020 | $708,000 | +26.0% | 6,546 | +12.1% | 0.24% | +17.5% |
| Q1 2020 | $562,000 | -10.7% | 5,837 | +20.7% | 0.21% | +9.6% |
| Q4 2019 | $629,000 | +9.2% | 4,834 | 0.0% | 0.19% | +5.0% |
| Q3 2019 | $576,000 | +2.3% | 4,834 | 0.0% | 0.18% | -8.7% |
| Q2 2019 | $563,000 | +3.3% | 4,834 | 0.0% | 0.20% | -4.4% |
| Q1 2019 | $545,000 | +0.6% | 4,834 | -9.8% | 0.20% | -12.4% |
| Q4 2018 | $542,000 | – | 5,360 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 467,574 | $59,859,000 | 23.71% |
| LPWM LLC | 208,165 | $26,649,000 | 19.89% |
| Willis Johnson & Associates, Inc. | 622,357 | $79,674,000 | 13.30% |
| MMA ASSET MANAGEMENT LLC | 91,276 | $11,685,000 | 11.36% |
| Powell Investment Advisors, LLC | 115,050 | $14,729,000 | 11.20% |
| Halpern Financial, Inc. | 160,532 | $20,551,311 | 10.69% |
| Praetorian Wealth Management, Inc. | 211,425 | $27,066,000 | 10.34% |
| FINANCIAL LIFE ADVISORS | 145,813 | $18,666,000 | 9.66% |
| Strategic Wealth Partners Group, LLC | 350,915 | $44,924,000 | 9.53% |
| AMARILLO NATIONAL BANK | 266,126 | $34,069,000 | 9.32% |