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 | $998,542 | +1.4% | 6,491 | +6.3% | 0.05% | +4.5% |
| Q2 2023 | $984,563 | +6.7% | 6,108 | +0.4% | 0.04% | +10.0% |
| Q1 2023 | $922,853 | +9.9% | 6,081 | +5.0% | 0.04% | 0.0% |
| Q4 2022 | $839,835 | +26.7% | 5,789 | +12.2% | 0.04% | +5.3% |
| Q3 2022 | $663,000 | +11.4% | 5,160 | +19.3% | 0.04% | +5.6% |
| Q2 2022 | $595,000 | +1.9% | 4,325 | +15.4% | 0.04% | +2.9% |
| Q1 2022 | $584,000 | +21.4% | 3,748 | +22.1% | 0.04% | +20.7% |
| Q4 2021 | $481,000 | -1.6% | 3,069 | -8.7% | 0.03% | -9.4% |
| Q3 2021 | $489,000 | -8.4% | 3,362 | -7.1% | 0.03% | -11.1% |
| Q2 2021 | $534,000 | +43.2% | 3,619 | +37.0% | 0.04% | +33.3% |
| Q1 2021 | $373,000 | +19.6% | 2,642 | +8.3% | 0.03% | -3.6% |
| Q4 2020 | $312,000 | +36.2% | 2,439 | +19.9% | 0.03% | +12.0% |
| Q3 2020 | $229,000 | +64.7% | 2,034 | +40.5% | 0.02% | +25.0% |
| Q1 2020 | $139,000 | -26.1% | 1,448 | +0.4% | 0.02% | -16.7% |
| Q4 2019 | $188,000 | +66.4% | 1,442 | +52.4% | 0.02% | +50.0% |
| Q3 2019 | $113,000 | +2.7% | 946 | +0.1% | 0.02% | -5.9% |
| Q2 2019 | $110,000 | +7.8% | 945 | +4.0% | 0.02% | 0.0% |
| Q1 2019 | $102,000 | +10.9% | 909 | +0.2% | 0.02% | -5.6% |
| Q4 2018 | $92,000 | -35.7% | 907 | -26.4% | 0.02% | -30.8% |
| Q3 2018 | $143,000 | -2.7% | 1,233 | -7.4% | 0.03% | -10.3% |
| Q2 2018 | $147,000 | +50.0% | 1,331 | +48.9% | 0.03% | +31.8% |
| Q1 2018 | $98,000 | -2.0% | 894 | +1.9% | 0.02% | -15.4% |
| Q4 2017 | $100,000 | +108.3% | 877 | +98.4% | 0.03% | +85.7% |
| Q3 2017 | $48,000 | +500.0% | 442 | +439.0% | 0.01% | +133.3% |
| Q2 2016 | $8,000 | – | 82 | – | 0.01% | – |
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% |