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 | $35,188,305 | +1.0% | 228,732 | +5.8% | 0.14% | +0.7% |
| Q2 2023 | $34,848,911 | +99776.5% | 216,197 | -6.0% | 0.14% | -10.0% |
| Q1 2023 | $34,892 | +26.8% | 229,928 | +21.2% | 0.15% | +8.7% |
| Q4 2022 | $27,516 | -99.9% | 189,676 | +11.5% | 0.14% | +22.1% |
| Q3 2022 | $21,862,000 | -4.0% | 170,117 | +2.6% | 0.11% | -6.6% |
| Q2 2022 | $22,782,000 | -11.5% | 165,746 | +0.3% | 0.12% | -2.4% |
| Q1 2022 | $25,733,000 | +6.3% | 165,262 | +7.0% | 0.12% | +9.7% |
| Q4 2021 | $24,201,000 | +13.2% | 154,517 | +5.1% | 0.11% | +0.9% |
| Q3 2021 | $21,376,000 | -11.1% | 147,008 | -9.7% | 0.11% | -17.0% |
| Q2 2021 | $24,034,000 | +14.2% | 162,799 | +9.3% | 0.14% | -4.9% |
| Q1 2021 | $21,045,000 | +22.5% | 149,006 | +11.0% | 0.14% | +9.2% |
| Q4 2020 | $17,185,000 | +23.5% | 134,245 | +8.5% | 0.13% | 0.0% |
| Q3 2020 | $13,919,000 | +24.1% | 123,783 | +19.5% | 0.13% | +11.1% |
| Q2 2020 | $11,213,000 | +19.6% | 103,620 | +6.4% | 0.12% | -4.9% |
| Q1 2020 | $9,377,000 | +0.5% | 97,420 | +35.8% | 0.12% | +6.0% |
| Q4 2019 | $9,334,000 | +105.7% | 71,749 | +88.4% | 0.12% | +87.1% |
| Q3 2019 | $4,537,000 | +99.6% | 38,081 | +95.3% | 0.06% | +93.8% |
| Q2 2019 | $2,273,000 | +2.0% | 19,501 | -1.4% | 0.03% | 0.0% |
| Q1 2019 | $2,229,000 | +15.3% | 19,770 | +3.4% | 0.03% | -5.9% |
| Q4 2018 | $1,933,000 | -12.7% | 19,114 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $2,214,000 | +5.2% | 19,114 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $2,105,000 | +0.7% | 19,114 | 0.0% | 0.03% | -2.9% |
| Q1 2018 | $2,090,000 | – | 19,114 | – | 0.04% | – |
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% |