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 | $1,548,668 | -8.3% | 10,067 | -3.9% | 0.08% | -10.2% |
| Q2 2023 | $1,687,938 | +23.6% | 10,472 | +16.4% | 0.09% | +12.8% |
| Q1 2023 | $1,365,154 | +7.8% | 8,996 | +3.0% | 0.08% | -2.5% |
| Q4 2022 | $1,266,573 | +3.2% | 8,731 | -8.6% | 0.08% | -14.0% |
| Q3 2022 | $1,227,000 | +11.1% | 9,548 | +18.9% | 0.09% | -4.1% |
| Q2 2022 | $1,104,000 | -9.6% | 8,029 | +2.4% | 0.10% | +4.3% |
| Q1 2022 | $1,221,000 | -1.8% | 7,840 | -1.3% | 0.09% | +1.1% |
| Q4 2021 | $1,244,000 | +7.9% | 7,941 | +0.1% | 0.09% | -2.1% |
| Q3 2021 | $1,153,000 | -14.1% | 7,932 | -12.7% | 0.09% | +10.6% |
| Q2 2021 | $1,342,000 | +4.7% | 9,091 | +0.2% | 0.08% | -7.6% |
| Q1 2021 | $1,282,000 | -26.2% | 9,074 | -33.2% | 0.09% | -36.1% |
| Q4 2020 | $1,738,000 | +12.8% | 13,578 | -0.9% | 0.14% | -7.1% |
| Q3 2020 | $1,541,000 | +2.2% | 13,705 | -1.7% | 0.16% | -25.1% |
| Q2 2020 | $1,508,000 | -32.9% | 13,937 | -40.3% | 0.21% | -36.1% |
| Q1 2020 | $2,247,000 | -46.2% | 23,346 | -27.3% | 0.32% | -34.5% |
| Q4 2019 | $4,179,000 | +6.5% | 32,125 | -2.5% | 0.50% | -7.3% |
| Q3 2019 | $3,924,000 | +1.0% | 32,940 | -1.2% | 0.53% | -5.3% |
| Q2 2019 | $3,885,000 | +15.1% | 33,327 | +11.3% | 0.56% | +0.4% |
| Q1 2019 | $3,374,000 | +81.8% | 29,930 | +63.1% | 0.56% | +57.4% |
| Q4 2018 | $1,856,000 | +28.4% | 18,350 | +47.0% | 0.36% | +14.1% |
| Q3 2018 | $1,446,000 | +18.0% | 12,486 | +12.2% | 0.31% | 0.0% |
| Q2 2018 | $1,225,000 | +37.0% | 11,124 | +33.3% | 0.31% | +30.4% |
| Q1 2018 | $894,000 | +87.0% | 8,348 | +103.5% | 0.24% | +89.0% |
| Q4 2017 | $478,000 | +107.8% | 4,102 | +93.9% | 0.13% | +29.6% |
| Q3 2017 | $230,000 | -24.1% | 2,116 | -0.9% | 0.10% | -33.3% |
| Q2 2017 | $303,000 | – | 2,136 | – | 0.15% | – |
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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% |