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 | $523,825 | -4.6% | 3,405 | 0.0% | 0.12% | -6.1% |
| Q2 2023 | $548,852 | +6.2% | 3,405 | 0.0% | 0.13% | -1.5% |
| Q1 2023 | $516,743 | +4.6% | 3,405 | 0.0% | 0.13% | -3.6% |
| Q4 2022 | $493,963 | +12.8% | 3,405 | 0.0% | 0.14% | -6.7% |
| Q3 2022 | $438,000 | -6.4% | 3,405 | 0.0% | 0.15% | -5.7% |
| Q2 2022 | $468,000 | -14.1% | 3,405 | -2.7% | 0.16% | -12.7% |
| Q1 2022 | $545,000 | -0.5% | 3,500 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $548,000 | +7.7% | 3,500 | 0.0% | 0.18% | -1.1% |
| Q3 2021 | $509,000 | -1.5% | 3,500 | 0.0% | 0.18% | -1.1% |
| Q2 2021 | $517,000 | +4.7% | 3,500 | 0.0% | 0.18% | +2.3% |
| Q1 2021 | $494,000 | +10.3% | 3,500 | 0.0% | 0.18% | +2.3% |
| Q4 2020 | $448,000 | +13.7% | 3,500 | 0.0% | 0.17% | -3.9% |
| Q3 2020 | $394,000 | +4.0% | 3,500 | 0.0% | 0.18% | +1.7% |
| Q2 2020 | $379,000 | -99.8% | 3,500 | +105.9% | 0.18% | +81.4% |
| Q4 2016 | $172,346,000 | +7.7% | 1,700 | 0.0% | 0.10% | +6.6% |
| Q3 2016 | $160,038,000 | +1.3% | 1,700 | 0.0% | 0.09% | +1.1% |
| Q2 2016 | $157,964,000 | +103144.4% | 1,700 | 0.0% | 0.09% | 0.0% |
| Q1 2016 | $153,000 | – | 1,700 | – | 0.09% | – |
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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% |