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 | $1,445,941 | -4.4% | 9,399 | +0.2% | 0.04% | -2.4% |
| Q2 2023 | $1,512,606 | +1.4% | 9,384 | -4.6% | 0.04% | -8.9% |
| Q1 2023 | $1,492,407 | -0.6% | 9,834 | -5.0% | 0.04% | -10.0% |
| Q4 2022 | $1,501,329 | +15.0% | 10,349 | +1.9% | 0.05% | +2.0% |
| Q3 2022 | $1,306,000 | -9.6% | 10,161 | -3.3% | 0.05% | -7.5% |
| Q2 2022 | $1,444,000 | -38.1% | 10,511 | -29.8% | 0.05% | -30.3% |
| Q1 2022 | $2,331,000 | +33.1% | 14,964 | +33.9% | 0.08% | +31.0% |
| Q4 2021 | $1,751,000 | +15.4% | 11,179 | +7.2% | 0.06% | -1.7% |
| Q3 2021 | $1,517,000 | +16.2% | 10,432 | +18.1% | 0.06% | +18.0% |
| Q2 2021 | $1,305,000 | +5.6% | 8,836 | +0.9% | 0.05% | -5.7% |
| Q1 2021 | $1,236,000 | +6.8% | 8,753 | -3.1% | 0.05% | -1.9% |
| Q4 2020 | $1,157,000 | +15.0% | 9,033 | +1.0% | 0.05% | +3.8% |
| Q3 2020 | $1,006,000 | +8.6% | 8,941 | +4.5% | 0.05% | -1.9% |
| Q2 2020 | $926,000 | -44.9% | 8,552 | -51.0% | 0.05% | -54.7% |
| Q1 2020 | $1,681,000 | -26.2% | 17,465 | -0.3% | 0.12% | -8.6% |
| Q4 2019 | $2,279,000 | +16.0% | 17,515 | +6.2% | 0.13% | +7.6% |
| Q3 2019 | $1,964,000 | +2.2% | 16,485 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $1,922,000 | +5.8% | 16,485 | +2.4% | 0.12% | +2.6% |
| Q1 2019 | $1,816,000 | +42.9% | 16,105 | +28.2% | 0.12% | +23.4% |
| Q4 2018 | $1,271,000 | +3.5% | 12,564 | +18.5% | 0.09% | +22.1% |
| Q3 2018 | $1,228,000 | +9.0% | 10,601 | +3.6% | 0.08% | -8.3% |
| Q2 2018 | $1,127,000 | +0.7% | 10,230 | 0.0% | 0.08% | +9.1% |
| Q1 2018 | $1,119,000 | -3.9% | 10,230 | +0.3% | 0.08% | -3.8% |
| Q4 2017 | $1,165,000 | +16.9% | 10,200 | +10.4% | 0.08% | +9.6% |
| Q3 2017 | $997,000 | +2.8% | 9,240 | 0.0% | 0.07% | -2.7% |
| Q2 2017 | $970,000 | +0.9% | 9,240 | 0.0% | 0.08% | -1.3% |
| Q1 2017 | $961,000 | +2.6% | 9,240 | 0.0% | 0.08% | -2.6% |
| Q4 2016 | $937,000 | +24.4% | 9,240 | +8.6% | 0.08% | 0.0% |
| Q4 2015 | $753,000 | -2.5% | 8,510 | +3.4% | 0.08% | -4.9% |
| Q4 2014 | $772,000 | +56.6% | 8,234 | +42.7% | 0.08% | +43.9% |
| Q4 2013 | $493,000 | – | 5,769 | – | 0.06% | – |
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% |