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 | $2,423,239 | -4.6% | 15,752 | 0.0% | 0.62% | +0.2% |
| Q2 2023 | $2,539,014 | +6.5% | 15,752 | +0.2% | 0.62% | +1.1% |
| Q1 2023 | $2,384,567 | +2.3% | 15,713 | -2.2% | 0.62% | -3.0% |
| Q4 2022 | $2,329,854 | +21.5% | 16,060 | +7.6% | 0.63% | +19.4% |
| Q3 2022 | $1,917,000 | +4.1% | 14,920 | +11.3% | 0.53% | +7.5% |
| Q2 2022 | $1,842,000 | -11.4% | 13,403 | +0.3% | 0.49% | +0.8% |
| Q1 2022 | $2,080,000 | -1.0% | 13,357 | -0.5% | 0.49% | +1.7% |
| Q4 2021 | $2,101,000 | +10.5% | 13,419 | +2.6% | 0.48% | +0.4% |
| Q3 2021 | $1,901,000 | +1.0% | 13,076 | +2.5% | 0.48% | 0.0% |
| Q2 2021 | $1,883,000 | +21.3% | 12,760 | +16.1% | 0.48% | +11.1% |
| Q1 2021 | $1,552,000 | +10.6% | 10,991 | +0.3% | 0.43% | +1.4% |
| Q4 2020 | $1,403,000 | -20.6% | 10,957 | -30.2% | 0.43% | -31.3% |
| Q3 2020 | $1,766,000 | +2.7% | 15,708 | -1.2% | 0.62% | -3.9% |
| Q2 2020 | $1,720,000 | +14.4% | 15,903 | -2.7% | 0.64% | -9.5% |
| Q1 2020 | $1,503,000 | -23.6% | 16,348 | +8.5% | 0.71% | +8.5% |
| Q4 2019 | $1,967,000 | +3.5% | 15,064 | -6.7% | 0.66% | -4.6% |
| Q3 2019 | $1,900,000 | -2.3% | 16,147 | -2.5% | 0.69% | -5.2% |
| Q2 2019 | $1,945,000 | +19.5% | 16,562 | +16.2% | 0.73% | +10.3% |
| Q1 2019 | $1,627,000 | +14.9% | 14,247 | +1.8% | 0.66% | +2.0% |
| Q4 2018 | $1,416,000 | – | 14,001 | – | 0.65% | – |
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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% |