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 2022 | $8,486,000 | -7.6% | 66,026 | -1.1% | 2.72% | -9.9% |
| Q2 2022 | $9,181,000 | -11.7% | 66,788 | +0.1% | 3.01% | +3.9% |
| Q1 2022 | $10,395,000 | +5.7% | 66,754 | +6.3% | 2.90% | +0.1% |
| Q4 2021 | $9,834,000 | +10.7% | 62,787 | +2.8% | 2.90% | -9.7% |
| Q3 2021 | $8,882,000 | +3.4% | 61,077 | +4.9% | 3.21% | -3.0% |
| Q2 2021 | $8,594,000 | +20.2% | 58,206 | +15.0% | 3.31% | +19.6% |
| Q1 2021 | $7,150,000 | +35.3% | 50,622 | +22.7% | 2.76% | -7.9% |
| Q4 2020 | $5,283,000 | +10.6% | 41,264 | -2.9% | 3.00% | +1.1% |
| Q3 2020 | $4,777,000 | +107.5% | 42,478 | +99.7% | 2.97% | +61.9% |
| Q2 2020 | $2,302,000 | – | 21,271 | – | 1.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |