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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |