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 | $5,500,318 | +61.4% | 35,753 | +69.1% | 0.22% | +66.7% |
| Q2 2023 | $3,407,521 | +10.4% | 21,140 | +4.0% | 0.13% | +1.6% |
| Q1 2023 | $3,085,318 | +10.2% | 20,330 | +5.3% | 0.13% | +1.6% |
| Q4 2022 | $2,800,106 | +9.4% | 19,302 | -3.1% | 0.12% | -5.3% |
| Q3 2022 | $2,560,000 | -38.7% | 19,919 | -34.5% | 0.13% | -52.3% |
| Q2 2022 | $4,179,000 | +65.2% | 30,404 | +87.2% | 0.28% | +95.1% |
| Q1 2022 | $2,529,000 | -12.0% | 16,241 | -11.5% | 0.14% | -6.6% |
| Q4 2021 | $2,873,000 | +7.4% | 18,344 | -0.3% | 0.15% | -3.8% |
| Q3 2021 | $2,675,000 | -5.3% | 18,394 | -3.9% | 0.16% | -6.0% |
| Q2 2021 | $2,825,000 | +3.8% | 19,134 | -0.7% | 0.17% | -9.7% |
| Q1 2021 | $2,721,000 | -0.8% | 19,264 | -10.1% | 0.19% | -8.8% |
| Q4 2020 | $2,744,000 | +8.6% | 21,433 | -4.6% | 0.20% | -6.8% |
| Q3 2020 | $2,527,000 | -2.6% | 22,475 | -6.3% | 0.22% | -14.1% |
| Q2 2020 | $2,595,000 | +8.5% | 23,977 | -3.5% | 0.26% | -21.5% |
| Q1 2020 | $2,392,000 | -75.3% | 24,852 | -66.6% | 0.32% | -68.4% |
| Q4 2019 | $9,671,000 | +216.7% | 74,343 | +190.0% | 1.03% | +155.3% |
| Q3 2019 | $3,054,000 | -42.7% | 25,637 | -44.0% | 0.40% | -41.8% |
| Q2 2019 | $5,334,000 | +74.4% | 45,761 | +68.7% | 0.69% | +53.0% |
| Q1 2019 | $3,059,000 | +11.9% | 27,133 | +0.4% | 0.45% | -16.0% |
| Q4 2018 | $2,734,000 | -26.0% | 27,034 | -15.2% | 0.54% | -3.9% |
| Q3 2018 | $3,694,000 | +14.8% | 31,885 | +9.1% | 0.56% | -23.6% |
| Q2 2018 | $3,218,000 | +21.0% | 29,222 | +20.1% | 0.73% | +8.9% |
| Q1 2018 | $2,660,000 | +3.9% | 24,328 | +8.6% | 0.67% | -30.2% |
| Q4 2017 | $2,559,000 | – | 22,402 | – | 0.97% | – |
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% |