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 | $1,668,432 | -3.2% | 10,845 | +1.4% | 0.23% | -9.0% |
| Q2 2023 | $1,723,321 | +6.7% | 10,691 | +0.5% | 0.26% | +6.7% |
| Q1 2023 | $1,614,873 | +5.5% | 10,641 | +0.9% | 0.24% | +1.3% |
| Q4 2022 | $1,530,144 | +12.7% | 10,548 | -0.2% | 0.24% | +14.6% |
| Q3 2022 | $1,358,000 | -9.6% | 10,570 | -3.3% | 0.21% | -5.9% |
| Q2 2022 | $1,502,000 | -23.8% | 10,928 | -15.2% | 0.22% | -20.9% |
| Q1 2022 | $1,970,000 | +9.5% | 12,890 | +12.2% | 0.28% | +8.2% |
| Q4 2021 | $1,799,000 | +11.3% | 11,488 | +3.4% | 0.26% | +8.9% |
| Q3 2021 | $1,616,000 | +5.3% | 11,113 | +6.9% | 0.24% | +3.1% |
| Q2 2021 | $1,534,000 | +7.2% | 10,394 | +2.6% | 0.23% | -1.3% |
| Q1 2021 | $1,431,000 | +373.8% | 10,131 | +329.1% | 0.23% | +352.9% |
| Q4 2020 | $302,000 | +9.8% | 2,361 | -3.8% | 0.05% | +8.5% |
| Q3 2020 | $275,000 | -95.6% | 2,453 | -95.8% | 0.05% | -95.9% |
| Q2 2020 | $6,276,000 | +10.2% | 58,001 | -2.0% | 1.15% | -5.4% |
| Q1 2020 | $5,694,000 | -72.8% | 59,166 | -63.2% | 1.21% | -62.1% |
| Q4 2019 | $20,897,000 | +8.2% | 160,635 | -0.9% | 3.20% | -4.0% |
| Q3 2019 | $19,315,000 | +2.2% | 162,126 | -0.0% | 3.34% | +3.6% |
| Q2 2019 | $18,904,000 | +2.3% | 162,172 | -1.1% | 3.22% | -8.5% |
| Q1 2019 | $18,479,000 | +12.9% | 163,909 | +1.3% | 3.52% | +22.0% |
| Q4 2018 | $16,368,000 | -99.9% | 161,839 | +48.6% | 2.89% | +61.6% |
| Q3 2018 | $12,694,048,000 | +62300.1% | 108,940 | -40.6% | 1.79% | -44.0% |
| Q2 2018 | $20,343,000 | +5.4% | 183,537 | +4.0% | 3.19% | -3.7% |
| Q1 2018 | $19,301,000 | -6.6% | 176,529 | -2.4% | 3.31% | -7.5% |
| Q4 2017 | $20,668,000 | -2.7% | 180,925 | -8.1% | 3.58% | -25.2% |
| Q3 2017 | $21,246,000 | +2.3% | 196,889 | -0.5% | 4.79% | -0.6% |
| Q2 2017 | $20,771,000 | -27.5% | 197,895 | -28.4% | 4.81% | -26.5% |
| Q1 2017 | $28,634,000 | +3.8% | 276,239 | +1.9% | 6.55% | -2.8% |
| Q4 2016 | $27,584,000 | +122.0% | 271,023 | +104.1% | 6.74% | +69.1% |
| Q3 2016 | $12,426,000 | +32.3% | 132,807 | +31.4% | 3.98% | +26.8% |
| Q2 2016 | $9,389,000 | – | 101,068 | – | 3.14% | – |
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% |