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 | $13,070,334 | +16.0% | 84,956 | +21.5% | 0.16% | -11.4% |
| Q2 2023 | $11,269,228 | +15.4% | 69,909 | +8.6% | 0.18% | +10.2% |
| Q1 2023 | $9,768,559 | +7.4% | 64,369 | +2.7% | 0.17% | -5.1% |
| Q4 2022 | $9,093,346 | +5.5% | 62,681 | -6.5% | 0.18% | -8.8% |
| Q3 2022 | $8,621,000 | -5.4% | 67,036 | +1.2% | 0.19% | +0.5% |
| Q2 2022 | $9,117,000 | -12.3% | 66,271 | -0.7% | 0.19% | +34.3% |
| Q1 2022 | $10,396,000 | +17.7% | 66,762 | +18.4% | 0.14% | -37.8% |
| Q4 2021 | $8,832,000 | +1.4% | 56,391 | -5.8% | 0.23% | +7.0% |
| Q3 2021 | $8,707,000 | +5.2% | 59,874 | +6.8% | 0.22% | -26.6% |
| Q2 2021 | $8,274,000 | +14.9% | 56,040 | +10.0% | 0.29% | -33.7% |
| Q1 2021 | $7,200,000 | +12.4% | 50,962 | +1.8% | 0.44% | +0.9% |
| Q4 2020 | $6,407,000 | +19.0% | 50,052 | +4.7% | 0.44% | -15.8% |
| Q3 2020 | $5,382,000 | -2.5% | 47,824 | -6.3% | 0.52% | -6.0% |
| Q2 2020 | $5,520,000 | +88.8% | 51,031 | +68.2% | 0.55% | +18.7% |
| Q1 2020 | $2,923,000 | +11.3% | 30,335 | +50.2% | 0.47% | -42.8% |
| Q4 2019 | $2,627,000 | +6.1% | 20,190 | -2.9% | 0.81% | -23.9% |
| Q3 2019 | $2,475,000 | -24.0% | 20,783 | -25.6% | 1.07% | -10.1% |
| Q2 2019 | $3,258,000 | +36.9% | 27,942 | +32.4% | 1.19% | +33.1% |
| Q1 2019 | $2,380,000 | +16.5% | 21,101 | +4.5% | 0.89% | -28.0% |
| Q4 2018 | $2,043,000 | – | 20,194 | – | 1.24% | – |
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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% |