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 | $784,584 | -4.8% | 5,100 | -6.1% | 0.39% | -6.7% |
| Q1 2023 | $824,209 | -1.2% | 5,431 | -5.5% | 0.42% | -2.4% |
| Q4 2022 | $834,007 | +5.8% | 5,749 | -6.3% | 0.42% | -1.2% |
| Q3 2022 | $788,000 | -11.4% | 6,134 | -5.1% | 0.43% | -6.5% |
| Q2 2022 | $889,000 | -15.1% | 6,464 | -3.9% | 0.46% | -2.7% |
| Q1 2022 | $1,047,000 | -9.7% | 6,724 | -9.2% | 0.47% | -7.1% |
| Q4 2021 | $1,160,000 | +3.8% | 7,407 | -3.6% | 0.51% | -3.2% |
| Q3 2021 | $1,118,000 | -12.2% | 7,685 | -11.0% | 0.53% | -15.3% |
| Q2 2021 | $1,274,000 | -6.4% | 8,630 | -10.5% | 0.62% | -13.4% |
| Q1 2021 | $1,361,000 | -1.4% | 9,639 | -10.6% | 0.72% | -9.5% |
| Q4 2020 | $1,380,000 | -25.2% | 10,781 | -34.3% | 0.79% | -36.5% |
| Q3 2020 | $1,846,000 | -35.8% | 16,420 | -38.2% | 1.25% | -41.0% |
| Q2 2020 | $2,874,000 | +15.3% | 26,560 | +2.6% | 2.12% | -2.5% |
| Q1 2020 | $2,492,000 | -22.9% | 25,891 | +4.3% | 2.17% | -7.5% |
| Q4 2019 | $3,231,000 | +0.4% | 24,834 | -8.1% | 2.35% | -10.6% |
| Q3 2019 | $3,219,000 | +0.8% | 27,018 | -1.4% | 2.62% | -3.4% |
| Q2 2019 | $3,193,000 | +1.6% | 27,389 | -1.8% | 2.72% | -1.8% |
| Q1 2019 | $3,143,000 | +13.8% | 27,882 | +2.1% | 2.77% | +2.2% |
| Q4 2018 | $2,763,000 | -14.6% | 27,315 | -2.2% | 2.71% | -4.0% |
| Q3 2018 | $3,234,000 | +5.0% | 27,925 | -0.1% | 2.82% | +0.3% |
| Q2 2018 | $3,079,000 | +3.0% | 27,960 | +2.3% | 2.81% | -0.3% |
| Q1 2018 | $2,988,000 | -1.5% | 27,335 | +2.9% | 2.82% | -1.1% |
| Q4 2017 | $3,035,000 | +4.9% | 26,565 | -0.9% | 2.85% | +2.8% |
| Q3 2017 | $2,893,000 | +2.5% | 26,815 | -0.3% | 2.77% | +0.6% |
| Q2 2017 | $2,823,000 | +1.6% | 26,903 | +0.7% | 2.76% | -3.5% |
| Q1 2017 | $2,779,000 | +5.0% | 26,703 | +2.3% | 2.86% | +15.8% |
| Q4 2016 | $2,647,000 | – | 26,108 | – | 2.47% | – |
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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% |