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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $434,026 | +6.2% | 2,693 | 0.0% | 0.24% | 0.0% |
| Q1 2023 | $408,634 | -33.2% | 2,693 | -36.1% | 0.24% | -46.0% |
| Q4 2022 | $611,562 | -13.7% | 4,216 | -23.6% | 0.45% | -19.4% |
| Q3 2022 | $709,000 | -6.5% | 5,515 | 0.0% | 0.56% | +1.4% |
| Q2 2022 | $758,000 | +211.9% | 5,515 | +252.6% | 0.56% | +258.1% |
| Q1 2022 | $243,000 | +3.0% | 1,564 | +3.9% | 0.16% | +6.2% |
| Q4 2021 | $236,000 | -2.5% | 1,506 | -9.4% | 0.15% | -12.0% |
| Q3 2021 | $242,000 | +8.5% | 1,663 | +9.9% | 0.17% | -4.0% |
| Q2 2021 | $223,000 | -41.6% | 1,513 | -44.1% | 0.17% | -50.0% |
| Q1 2021 | $382,000 | -34.5% | 2,708 | -40.5% | 0.35% | -34.5% |
| Q4 2020 | $583,000 | +199.0% | 4,552 | +113700.0% | 0.53% | +254.4% |
| Q4 2019 | $195,000 | – | 4 | – | 0.15% | – |
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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% |