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 | $786,122 | +26.3% | 5,110 | +32.4% | 0.13% | +30.0% |
| Q2 2023 | $622,193 | +173.3% | 3,860 | +157.3% | 0.10% | +163.2% |
| Q1 2023 | $227,640 | -76.9% | 1,500 | -77.9% | 0.04% | -78.3% |
| Q4 2022 | $985,170 | -18.8% | 6,791 | -28.0% | 0.18% | -21.9% |
| Q3 2022 | $1,213,000 | -39.8% | 9,435 | -35.6% | 0.22% | -38.1% |
| Q2 2022 | $2,015,000 | +162.4% | 14,656 | +197.1% | 0.36% | +158.6% |
| Q1 2022 | $768,000 | +75.3% | 4,933 | +76.6% | 0.14% | +62.8% |
| Q4 2021 | $438,000 | +10.6% | 2,793 | +2.5% | 0.09% | -2.3% |
| Q3 2021 | $396,000 | +41.9% | 2,725 | +44.2% | 0.09% | +35.4% |
| Q2 2021 | $279,000 | -57.5% | 1,890 | -63.2% | 0.06% | -58.6% |
| Q4 2020 | $656,000 | +89.0% | 5,129 | +66.3% | 0.16% | +36.5% |
| Q3 2020 | $347,000 | -48.5% | 3,085 | -50.4% | 0.12% | -47.5% |
| Q2 2020 | $674,000 | +233.7% | 6,225 | +299.3% | 0.22% | +130.5% |
| Q4 2019 | $202,000 | -75.1% | 1,559 | -77.1% | 0.10% | -78.5% |
| Q3 2019 | $812,000 | +227.4% | 6,820 | +220.0% | 0.44% | +194.7% |
| Q2 2019 | $248,000 | -16.2% | 2,131 | -18.7% | 0.15% | -24.6% |
| Q1 2019 | $296,000 | -89.8% | 2,622 | -90.9% | 0.20% | -89.3% |
| Q4 2018 | $2,898,000 | +580.3% | 28,660 | +677.5% | 1.85% | +375.4% |
| Q3 2018 | $426,000 | -36.7% | 3,686 | -39.7% | 0.39% | -40.4% |
| Q2 2018 | $673,000 | -25.0% | 6,117 | -25.5% | 0.65% | -29.1% |
| Q1 2018 | $897,000 | +457.1% | 8,209 | +482.6% | 0.92% | +181.4% |
| Q4 2017 | $161,000 | – | 1,409 | – | 0.33% | – |
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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% |