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 | $2,849,044 | +5.3% | 18,520 | +10.3% | 0.04% | +7.3% |
| Q2 2023 | $2,706,304 | +6.2% | 16,790 | +0.0% | 0.04% | 0.0% |
| Q1 2023 | $2,547,869 | +4.0% | 16,789 | -0.6% | 0.04% | -2.4% |
| Q4 2022 | $2,449,017 | +15.5% | 16,882 | +2.4% | 0.04% | +5.0% |
| Q3 2022 | $2,120,000 | -6.6% | 16,494 | -0.1% | 0.04% | -4.8% |
| Q2 2022 | $2,269,000 | -14.0% | 16,506 | -2.5% | 0.04% | +2.4% |
| Q1 2022 | $2,637,000 | +2.6% | 16,933 | +3.2% | 0.04% | +5.1% |
| Q4 2021 | $2,571,000 | -4.3% | 16,414 | -11.1% | 0.04% | -15.2% |
| Q3 2021 | $2,686,000 | +9.9% | 18,470 | +11.6% | 0.05% | +12.2% |
| Q2 2021 | $2,443,000 | -100.0% | 16,544 | -73.7% | 0.04% | -47.4% |
| Q1 2021 | $8,883,652,000 | +340400.3% | 62,898 | +208.7% | 0.08% | +36.8% |
| Q4 2020 | $2,609,000 | +26.5% | 20,377 | +11.1% | 0.06% | +9.6% |
| Q3 2020 | $2,062,000 | +14.4% | 18,333 | +10.0% | 0.05% | +2.0% |
| Q2 2020 | $1,803,000 | +27.7% | 16,660 | +13.5% | 0.05% | -1.9% |
| Q1 2020 | $1,412,000 | -27.4% | 14,676 | -1.8% | 0.05% | -8.8% |
| Q4 2019 | $1,944,000 | +62.7% | 14,946 | +49.0% | 0.06% | +42.5% |
| Q3 2019 | $1,195,000 | +119.7% | 10,034 | +114.8% | 0.04% | +100.0% |
| Q2 2019 | $544,000 | +5.2% | 4,672 | +1.9% | 0.02% | -9.1% |
| Q1 2019 | $517,000 | -81.1% | 4,587 | -83.0% | 0.02% | -83.5% |
| Q4 2018 | $2,735,000 | -20.5% | 27,043 | -8.9% | 0.13% | -18.9% |
| Q3 2018 | $3,439,000 | +19.0% | 29,686 | +13.1% | 0.16% | -4.7% |
| Q2 2018 | $2,889,000 | +45.3% | 26,236 | +44.3% | 0.17% | +26.5% |
| Q1 2018 | $1,988,000 | +4.1% | 18,181 | +8.7% | 0.14% | -6.8% |
| Q4 2017 | $1,910,000 | +122.1% | 16,720 | +109.7% | 0.15% | +65.9% |
| Q3 2017 | $860,000 | -10.0% | 7,972 | -12.5% | 0.09% | -17.8% |
| Q2 2017 | $956,000 | +161.9% | 9,113 | +159.3% | 0.11% | +94.5% |
| Q1 2017 | $365,000 | +36.7% | 3,514 | +33.4% | 0.06% | -54.9% |
| Q4 2016 | $267,000 | – | 2,634 | – | 0.12% | – |
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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% |