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 | $10,828 | +98336.4% | 70 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $11 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $11 | +10.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $10 | -99.9% | 70 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -9.1% | 70 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $11,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 70 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $10,000 | +11.1% | 70 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $9,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 70 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $7,000 | -12.5% | 70 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $8,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 70 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $7,000 | -12.5% | 70 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 70 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $8,000 | -20.0% | 70 | -20.5% | 0.01% | -28.6% |
| Q1 2018 | $10,000 | -9.1% | 88 | -10.2% | 0.01% | -22.2% |
| Q4 2017 | $11,000 | – | 98 | – | 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% |