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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $844,000 | +6.3% | 5,388 | -1.4% | 0.39% | +2.4% |
| Q3 2021 | $794,000 | -1.5% | 5,463 | +0.1% | 0.38% | -1.6% |
| Q2 2021 | $806,000 | +3.3% | 5,458 | -1.2% | 0.39% | +7.8% |
| Q1 2021 | $780,000 | -7.6% | 5,525 | -16.2% | 0.36% | -11.4% |
| Q4 2020 | $844,000 | +0.8% | 6,596 | -11.4% | 0.40% | +11.9% |
| Q3 2020 | $837,000 | +3.0% | 7,444 | -0.9% | 0.36% | +3.1% |
| Q2 2020 | $813,000 | +6.4% | 7,511 | -5.4% | 0.35% | -7.1% |
| Q1 2020 | $764,000 | -26.1% | 7,939 | +0.3% | 0.38% | -11.7% |
| Q4 2019 | $1,034,000 | +6.2% | 7,916 | -3.1% | 0.43% | +1.4% |
| Q3 2019 | $974,000 | -6.6% | 8,172 | -8.6% | 0.42% | -8.1% |
| Q2 2019 | $1,043,000 | +3.7% | 8,945 | +0.2% | 0.46% | -3.6% |
| Q1 2019 | $1,006,000 | +2.7% | 8,924 | -7.9% | 0.48% | -4.0% |
| Q4 2018 | $980,000 | -10.8% | 9,690 | +0.3% | 0.50% | -5.0% |
| Q3 2018 | $1,099,000 | +2.4% | 9,659 | -0.8% | 0.52% | -0.6% |
| Q2 2018 | $1,073,000 | -6.0% | 9,741 | -6.7% | 0.52% | -10.4% |
| Q1 2018 | $1,141,000 | -5.5% | 10,436 | -1.2% | 0.59% | -5.9% |
| Q4 2017 | $1,207,000 | -8.8% | 10,563 | -13.8% | 0.62% | -14.8% |
| Q3 2017 | $1,323,000 | -2.4% | 12,258 | -5.1% | 0.73% | -15.7% |
| Q2 2017 | $1,356,000 | -3.6% | 12,917 | -4.4% | 0.87% | -8.3% |
| Q1 2017 | $1,406,000 | +21.0% | 13,517 | +17.9% | 0.94% | +2.9% |
| Q4 2016 | $1,162,000 | +6.0% | 11,465 | -0.6% | 0.92% | +0.7% |
| Q3 2016 | $1,096,000 | +2.8% | 11,537 | +0.6% | 0.91% | -1.3% |
| Q2 2016 | $1,066,000 | -0.9% | 11,471 | -4.1% | 0.92% | -5.3% |
| Q1 2016 | $1,076,000 | +2.2% | 11,959 | +0.5% | 0.98% | -3.9% |
| Q4 2015 | $1,053,000 | +6.6% | 11,895 | +1.1% | 1.02% | +1.9% |
| Q3 2015 | $988,000 | -9.6% | 11,760 | -0.8% | 1.00% | -5.4% |
| Q2 2015 | $1,093,000 | – | 11,858 | – | 1.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |