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 | $1,555,015 | -4.7% | 10,108 | -0.2% | 0.27% | -5.0% |
| Q2 2023 | $1,632,532 | +6.2% | 10,128 | 0.0% | 0.28% | -2.4% |
| Q1 2023 | $1,537,025 | +4.6% | 10,128 | 0.0% | 0.29% | -1.4% |
| Q4 2022 | $1,469,269 | +12.8% | 10,128 | 0.0% | 0.29% | +1.4% |
| Q3 2022 | $1,302,000 | -13.4% | 10,128 | -7.4% | 0.29% | -13.0% |
| Q2 2022 | $1,504,000 | -11.7% | 10,941 | 0.0% | 0.33% | -0.6% |
| Q1 2022 | $1,704,000 | -0.6% | 10,941 | 0.0% | 0.33% | -2.9% |
| Q4 2021 | $1,714,000 | +7.7% | 10,941 | 0.0% | 0.34% | -1.4% |
| Q3 2021 | $1,591,000 | -0.6% | 10,941 | +1.0% | 0.35% | -4.9% |
| Q2 2021 | $1,600,000 | +4.6% | 10,835 | 0.0% | 0.37% | -10.7% |
| Q1 2021 | $1,530,000 | +9.4% | 10,835 | -0.8% | 0.41% | -5.7% |
| Q4 2020 | $1,399,000 | +13.8% | 10,925 | 0.0% | 0.44% | -2.0% |
| Q3 2020 | $1,229,000 | +3.9% | 10,925 | 0.0% | 0.44% | +1.4% |
| Q2 2020 | $1,183,000 | +15.3% | 10,925 | +2.5% | 0.44% | -2.7% |
| Q1 2020 | $1,026,000 | -16.9% | 10,659 | +12.3% | 0.45% | -0.9% |
| Q4 2019 | $1,234,000 | +9.1% | 9,489 | 0.0% | 0.46% | +2.5% |
| Q3 2019 | $1,131,000 | +2.3% | 9,489 | 0.0% | 0.44% | -3.9% |
| Q2 2019 | $1,106,000 | +3.4% | 9,489 | 0.0% | 0.46% | -8.7% |
| Q1 2019 | $1,070,000 | +11.5% | 9,489 | 0.0% | 0.51% | -2.7% |
| Q4 2018 | $960,000 | -12.6% | 9,489 | 0.0% | 0.52% | -4.2% |
| Q3 2018 | $1,099,000 | +5.0% | 9,489 | -0.2% | 0.54% | -8.1% |
| Q2 2018 | $1,047,000 | -3.4% | 9,508 | -4.1% | 0.59% | -8.7% |
| Q1 2018 | $1,084,000 | -4.2% | 9,912 | 0.0% | 0.65% | -11.0% |
| Q4 2017 | $1,132,000 | +5.8% | 9,912 | 0.0% | 0.73% | -3.3% |
| Q3 2017 | $1,070,000 | +4.6% | 9,912 | +0.8% | 0.75% | -13.7% |
| Q1 2017 | $1,023,000 | -1.1% | 9,829 | -2.2% | 0.87% | -9.5% |
| Q4 2016 | $1,034,000 | – | 10,051 | – | 0.96% | – |
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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% |