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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,790,522 | +6.1% | 17,312 | -0.1% | 0.01% | 0.0% |
| Q1 2023 | $2,629,697 | +6.4% | 17,328 | +1.8% | 0.01% | 0.0% |
| Q4 2022 | $2,470,397 | +12.2% | 17,029 | -0.6% | 0.01% | +11.1% |
| Q3 2022 | $2,202,000 | -6.7% | 17,130 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $2,359,000 | -12.6% | 17,159 | -1.0% | 0.01% | 0.0% |
| Q1 2022 | $2,699,000 | -3.7% | 17,333 | -3.1% | 0.01% | 0.0% |
| Q4 2021 | $2,802,000 | +9.3% | 17,892 | +1.5% | 0.01% | 0.0% |
| Q3 2021 | $2,564,000 | -10.0% | 17,632 | -8.7% | 0.01% | -10.0% |
| Q2 2021 | $2,850,000 | +10.8% | 19,307 | +6.0% | 0.01% | +11.1% |
| Q1 2021 | $2,573,000 | +8.5% | 18,215 | -1.6% | 0.01% | 0.0% |
| Q4 2020 | $2,371,000 | +38.5% | 18,519 | +22.0% | 0.01% | -35.7% |
| Q1 2019 | $1,712,000 | +4.1% | 15,182 | -6.6% | 0.01% | +180.0% |
| Q4 2018 | $1,644,000 | -14.4% | 16,253 | -2.0% | 0.01% | -50.0% |
| Q3 2018 | $1,921,000 | +5.7% | 16,586 | +0.5% | 0.01% | 0.0% |
| Q2 2018 | $1,817,000 | -12.3% | 16,503 | -13.0% | 0.01% | -16.7% |
| Q1 2018 | $2,073,000 | -2.6% | 18,962 | +1.8% | 0.01% | 0.0% |
| Q4 2017 | $2,128,000 | +7.6% | 18,622 | +1.6% | 0.01% | 0.0% |
| Q3 2017 | $1,977,000 | +7.7% | 18,321 | +4.8% | 0.01% | 0.0% |
| Q2 2017 | $1,835,000 | – | 17,482 | – | 0.01% | – |
Download | ||||||
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% |