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 | $41,691 | -12.6% | 271 | -8.4% | 0.02% | -5.6% |
| Q2 2023 | $47,712 | +2.7% | 296 | -3.3% | 0.02% | 0.0% |
| Q1 2023 | $46,439 | -35.5% | 306 | -38.3% | 0.02% | -41.9% |
| Q4 2022 | $71,955 | +12.4% | 496 | -0.8% | 0.03% | +3.3% |
| Q3 2022 | $64,000 | -12.3% | 500 | -5.7% | 0.03% | -9.1% |
| Q2 2022 | $73,000 | -12.0% | 530 | 0.0% | 0.03% | +10.0% |
| Q1 2022 | $83,000 | 0.0% | 530 | 0.0% | 0.03% | +15.4% |
| Q4 2021 | $83,000 | +7.8% | 530 | 0.0% | 0.03% | -10.3% |
| Q3 2021 | $77,000 | -1.3% | 530 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $78,000 | +4.0% | 530 | 0.0% | 0.03% | -9.4% |
| Q1 2021 | $75,000 | +10.3% | 530 | 0.0% | 0.03% | +14.3% |
| Q4 2020 | $68,000 | +13.3% | 530 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $60,000 | – | 530 | – | 0.03% | – |
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% |