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 | $194,762 | -6.8% | 1,266 | -2.3% | 0.09% | -3.2% |
| Q2 2023 | $208,903 | +6.2% | 1,296 | 0.0% | 0.09% | -2.1% |
| Q1 2023 | $196,681 | +4.6% | 1,296 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $188,011 | +12.6% | 1,296 | 0.0% | 0.10% | +6.7% |
| Q3 2022 | $167,000 | +16.0% | 1,296 | +24.0% | 0.09% | +18.4% |
| Q2 2022 | $144,000 | -4.6% | 1,045 | +7.6% | 0.08% | +8.6% |
| Q1 2022 | $151,000 | -0.7% | 971 | 0.0% | 0.07% | +2.9% |
| Q4 2021 | $152,000 | +7.8% | 971 | 0.0% | 0.07% | -2.9% |
| Q3 2021 | $141,000 | +3.7% | 971 | +5.4% | 0.07% | +1.4% |
| Q2 2021 | $136,000 | +14.3% | 921 | +9.8% | 0.07% | +4.5% |
| Q1 2021 | $119,000 | +11.2% | 839 | 0.0% | 0.07% | +4.8% |
| Q4 2020 | $107,000 | +13.8% | 839 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $94,000 | +3.3% | 839 | 0.0% | 0.06% | -6.0% |
| Q2 2020 | $91,000 | +12.3% | 839 | 0.0% | 0.07% | -5.6% |
| Q1 2020 | $81,000 | -25.7% | 839 | 0.0% | 0.07% | -7.8% |
| Q4 2019 | $109,000 | – | 839 | – | 0.08% | – |
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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% |