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 | $1,564,418 | -6.5% | 10,114 | -2.5% | 0.06% | -3.5% |
| Q2 2023 | $1,672,491 | +12.0% | 10,376 | +5.4% | 0.06% | +7.5% |
| Q1 2023 | $1,493,345 | +25.1% | 9,840 | +19.6% | 0.05% | -10.2% |
| Q4 2022 | $1,193,608 | +13.1% | 8,228 | +0.2% | 0.06% | -3.3% |
| Q3 2022 | $1,055,000 | +5.0% | 8,210 | +12.3% | 0.06% | +8.9% |
| Q2 2022 | $1,005,000 | -12.8% | 7,314 | -1.1% | 0.06% | -3.4% |
| Q1 2022 | $1,152,000 | -0.5% | 7,397 | +0.1% | 0.06% | +1.8% |
| Q4 2021 | $1,158,000 | +6.0% | 7,391 | -1.6% | 0.06% | -1.7% |
| Q3 2021 | $1,092,000 | +0.2% | 7,508 | +1.7% | 0.06% | -1.7% |
| Q2 2021 | $1,090,000 | +2.5% | 7,384 | -1.8% | 0.06% | -13.2% |
| Q1 2021 | $1,063,000 | +5.8% | 7,523 | -4.2% | 0.07% | -4.2% |
| Q4 2020 | $1,005,000 | +2.3% | 7,849 | -10.1% | 0.07% | -13.4% |
| Q3 2020 | $982,000 | +2.1% | 8,735 | -1.7% | 0.08% | -11.8% |
| Q2 2020 | $962,000 | +10.4% | 8,889 | -1.8% | 0.09% | -13.1% |
| Q1 2020 | $871,000 | -31.8% | 9,048 | -7.9% | 0.11% | -15.7% |
| Q4 2019 | $1,277,000 | +10.1% | 9,819 | +0.8% | 0.13% | -5.2% |
| Q3 2019 | $1,160,000 | -2.4% | 9,738 | -4.5% | 0.13% | -3.6% |
| Q2 2019 | $1,188,000 | +12.3% | 10,195 | +8.6% | 0.14% | +6.9% |
| Q1 2019 | $1,058,000 | -22.2% | 9,389 | -30.2% | 0.13% | -33.0% |
| Q4 2018 | $1,360,000 | -13.0% | 13,450 | +0.3% | 0.19% | -5.4% |
| Q3 2018 | $1,563,000 | +5.3% | 13,413 | +0.2% | 0.20% | +3.0% |
| Q2 2018 | $1,484,000 | +1.4% | 13,392 | 0.0% | 0.20% | +13.7% |
| Q1 2018 | $1,464,000 | +21.6% | 13,392 | +27.0% | 0.18% | +19.9% |
| Q4 2017 | $1,204,000 | +6.2% | 10,543 | +0.3% | 0.15% | -2.0% |
| Q3 2017 | $1,134,000 | +3.0% | 10,507 | +0.2% | 0.15% | -3.9% |
| Q2 2017 | $1,101,000 | +127.0% | 10,487 | +124.8% | 0.16% | +121.4% |
| Q1 2017 | $485,000 | +2.8% | 4,665 | +0.3% | 0.07% | -6.7% |
| Q4 2016 | $472,000 | -22.4% | 4,653 | -27.3% | 0.08% | -29.2% |
| Q3 2016 | $608,000 | +2.2% | 6,401 | 0.0% | 0.11% | -7.0% |
| Q2 2016 | $595,000 | +1.0% | 6,401 | -2.2% | 0.11% | -4.2% |
| Q1 2016 | $589,000 | +9.5% | 6,548 | +7.8% | 0.12% | -6.3% |
| Q4 2015 | $538,000 | +20.6% | 6,076 | +15.3% | 0.13% | +8.5% |
| Q3 2015 | $446,000 | -6.7% | 5,269 | +1.6% | 0.12% | -1.7% |
| Q2 2015 | $478,000 | -0.4% | 5,187 | 0.0% | 0.12% | -2.5% |
| Q1 2015 | $480,000 | -1.2% | 5,187 | +0.0% | 0.12% | -6.2% |
| Q4 2014 | $486,000 | +10.7% | 5,185 | +6.4% | 0.13% | +1.6% |
| Q3 2014 | $439,000 | -8.7% | 4,874 | -8.5% | 0.13% | -5.9% |
| Q2 2014 | $481,000 | +3.9% | 5,328 | +0.0% | 0.14% | 0.0% |
| Q1 2014 | $463,000 | – | 5,327 | – | 0.14% | – |
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% |