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 2021 | $1,023,000 | -1.6% | 7,037 | -0.1% | 0.57% | -1.5% |
| Q2 2021 | $1,040,000 | +1.9% | 7,041 | -2.6% | 0.58% | -5.7% |
| Q1 2021 | $1,021,000 | +10.3% | 7,228 | -0.0% | 0.62% | -0.5% |
| Q4 2020 | $926,000 | +6.9% | 7,231 | -6.1% | 0.62% | -6.2% |
| Q3 2020 | $866,000 | -6.5% | 7,702 | -9.9% | 0.66% | -13.7% |
| Q2 2020 | $926,000 | +15.0% | 8,553 | +2.3% | 0.77% | -4.5% |
| Q1 2020 | $805,000 | -26.5% | 8,359 | -0.7% | 0.80% | -4.4% |
| Q4 2019 | $1,095,000 | +5.6% | 8,415 | -3.3% | 0.84% | +0.6% |
| Q3 2019 | $1,037,000 | -0.7% | 8,701 | -2.9% | 0.83% | -1.2% |
| Q2 2019 | $1,044,000 | +2.8% | 8,958 | -0.6% | 0.84% | -4.1% |
| Q1 2019 | $1,016,000 | +5.5% | 9,014 | -5.3% | 0.88% | -22.0% |
| Q4 2018 | $963,000 | -13.2% | 9,517 | -0.7% | 1.13% | -0.1% |
| Q3 2018 | $1,110,000 | +4.8% | 9,586 | -0.3% | 1.13% | +15.7% |
| Q2 2018 | $1,059,000 | +0.3% | 9,615 | -0.4% | 0.98% | -2.7% |
| Q1 2018 | $1,056,000 | -4.6% | 9,655 | -0.4% | 1.00% | -5.3% |
| Q4 2017 | $1,107,000 | – | 9,694 | – | 1.06% | – |
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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% |