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 | $1,152,030 | -3.8% | 7,488 | +0.8% | 0.22% | -0.4% |
| Q2 2023 | $1,197,722 | +3.7% | 7,430 | -2.3% | 0.22% | -3.4% |
| Q1 2023 | $1,154,495 | +3.7% | 7,607 | -0.8% | 0.23% | -3.3% |
| Q4 2022 | $1,112,935 | +2.9% | 7,672 | -8.9% | 0.24% | -13.0% |
| Q3 2022 | $1,082,000 | -9.5% | 8,418 | -3.2% | 0.28% | -9.5% |
| Q2 2022 | $1,195,000 | -13.1% | 8,692 | -1.6% | 0.31% | -4.1% |
| Q1 2022 | $1,375,000 | +1.9% | 8,830 | +2.5% | 0.32% | +2.9% |
| Q4 2021 | $1,350,000 | +27.7% | 8,616 | +18.5% | 0.31% | +9.9% |
| Q3 2021 | $1,057,000 | -1.5% | 7,268 | 0.0% | 0.28% | -2.4% |
| Q2 2021 | $1,073,000 | +4.5% | 7,268 | 0.0% | 0.29% | -6.2% |
| Q1 2021 | $1,027,000 | +10.4% | 7,268 | 0.0% | 0.31% | +1.7% |
| Q4 2020 | $930,000 | -10.0% | 7,268 | -22.3% | 0.30% | -22.3% |
| Q3 2020 | $1,033,000 | +2.1% | 9,354 | +0.1% | 0.39% | -4.9% |
| Q2 2020 | $1,012,000 | +27.1% | 9,348 | +24.6% | 0.41% | +17.1% |
| Q1 2020 | $796,000 | -14.8% | 7,500 | +4.5% | 0.35% | +2.3% |
| Q4 2019 | $934,000 | – | 7,180 | – | 0.34% | – |
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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% |