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 | $2,834,439 | -68.8% | 18,425 | -67.4% | 0.50% | -68.5% |
| Q2 2023 | $9,096,939 | +597.1% | 56,436 | +556.4% | 1.58% | +535.5% |
| Q1 2023 | $1,304,877 | -89.5% | 8,598 | -90.0% | 0.25% | -91.0% |
| Q4 2022 | $12,475,165 | +3810.7% | 85,994 | +3360.5% | 2.74% | +3815.7% |
| Q3 2022 | $319,000 | -97.3% | 2,485 | -97.1% | 0.07% | -97.2% |
| Q2 2022 | $11,957,000 | -44.7% | 86,984 | -54.7% | 2.50% | +155.5% |
| Q3 2020 | $21,604,000 | – | 192,114 | – | 0.98% | – |
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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% |