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 | $941,809 | -0.3% | 6,122 | +4.4% | 0.26% | +0.4% |
| Q2 2023 | $944,896 | +1.2% | 5,862 | -4.7% | 0.25% | -10.6% |
| Q1 2023 | $933,931 | +56.4% | 6,154 | +49.5% | 0.28% | +43.4% |
| Q4 2022 | $597,253 | +55.1% | 4,117 | +37.4% | 0.20% | +40.4% |
| Q3 2022 | $385,000 | -17.6% | 2,996 | 0.0% | 0.14% | -4.7% |
| Q2 2022 | $467,000 | 0.0% | 2,996 | 0.0% | 0.15% | 0.0% |
| Q1 2022 | $467,000 | +26.2% | 2,996 | +26.8% | 0.15% | +15.6% |
| Q4 2021 | $370,000 | +7.9% | 2,362 | 0.0% | 0.13% | -8.6% |
| Q3 2021 | $343,000 | -21.5% | 2,362 | -20.2% | 0.14% | -30.0% |
| Q2 2021 | $437,000 | +4.5% | 2,959 | +0.1% | 0.20% | -9.5% |
| Q1 2021 | $418,000 | +11.5% | 2,957 | +0.1% | 0.22% | -0.9% |
| Q4 2020 | $375,000 | +13.0% | 2,954 | +0.1% | 0.22% | -14.6% |
| Q3 2020 | $332,000 | -48.0% | 2,951 | +0.1% | 0.26% | +7.9% |
| Q2 2020 | $638,000 | +125.4% | 2,949 | +0.4% | 0.24% | -6.2% |
| Q1 2020 | $283,000 | -18.9% | 2,938 | +0.2% | 0.26% | +6.6% |
| Q4 2019 | $349,000 | 0.0% | 2,931 | 0.0% | 0.24% | +0.4% |
| Q3 2019 | $349,000 | +2.0% | 2,931 | 0.0% | 0.24% | -0.4% |
| Q2 2019 | $342,000 | +46.8% | 2,931 | +42.0% | 0.24% | +39.9% |
| Q1 2019 | $233,000 | +12.0% | 2,064 | +0.1% | 0.17% | -3.4% |
| Q4 2018 | $208,000 | – | 2,061 | – | 0.18% | – |
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% |