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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $163,142 | +4.6% | 1,075 | 0.0% | 0.06% | 0.0% |
Q4 2022 | $155,950 | +13.0% | 1,075 | 0.0% | 0.06% | +1.8% |
Q3 2022 | $138,000 | -6.1% | 1,075 | 0.0% | 0.06% | 0.0% |
Q2 2022 | $147,000 | -12.0% | 1,075 | 0.0% | 0.06% | -1.7% |
Q1 2022 | $167,000 | -0.6% | 1,075 | 0.0% | 0.06% | +1.8% |
Q4 2021 | $168,000 | +7.7% | 1,075 | 0.0% | 0.06% | 0.0% |
Q3 2021 | $156,000 | -1.9% | 1,075 | 0.0% | 0.06% | -3.4% |
Q2 2021 | $159,000 | +4.6% | 1,075 | 0.0% | 0.06% | -1.7% |
Q1 2021 | $152,000 | +10.1% | 1,075 | 0.0% | 0.06% | 0.0% |
Q4 2020 | $138,000 | – | 1,075 | – | 0.06% | – |
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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% |