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 | $529,396 | -3.7% | 3,284 | -9.3% | 0.06% | -4.6% |
| Q1 2023 | $549,651 | +0.6% | 3,622 | -3.8% | 0.06% | -9.7% |
| Q4 2022 | $546,321 | +9.0% | 3,766 | -3.4% | 0.07% | -5.3% |
| Q3 2022 | $501,000 | -6.2% | 3,898 | +0.3% | 0.08% | -3.8% |
| Q2 2022 | $534,000 | -14.4% | 3,885 | -3.1% | 0.08% | -3.7% |
| Q1 2022 | $624,000 | -17.2% | 4,008 | -16.7% | 0.08% | -18.0% |
| Q4 2021 | $754,000 | +22.0% | 4,811 | +13.1% | 0.10% | +12.4% |
| Q3 2021 | $618,000 | -21.5% | 4,255 | -20.2% | 0.09% | -7.3% |
| Q2 2021 | $787,000 | +161.5% | 5,332 | +150.2% | 0.10% | +92.0% |
| Q1 2021 | $301,000 | +21.4% | 2,131 | +9.9% | 0.05% | -3.8% |
| Q4 2020 | $248,000 | -99.6% | 1,939 | +221.0% | 0.05% | +48.6% |
| Q3 2020 | $70,462,000 | +5.5% | 604 | 0.0% | 0.04% | -5.4% |
| Q2 2020 | $66,772,000 | +14.9% | 604 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $58,135,000 | -26.8% | 604 | 0.0% | 0.04% | -22.9% |
| Q4 2019 | $79,456,000 | – | 604 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |