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 | $38,975,312 | -3.8% | 254,891 | +1.6% | 17.52% | -1.9% |
| Q2 2023 | $40,499,755 | +7.1% | 250,804 | +0.6% | 17.87% | -1.7% |
| Q1 2023 | $37,820,405 | +3.5% | 249,212 | +2.6% | 18.18% | -7.5% |
| Q4 2022 | $36,547,490 | +16.4% | 242,937 | -0.6% | 19.66% | +5.1% |
| Q3 2022 | $31,398,000 | -6.0% | 244,307 | +1.7% | 18.71% | +0.4% |
| Q2 2022 | $33,414,000 | -6.5% | 240,267 | +4.9% | 18.63% | +4.7% |
| Q1 2022 | $35,742,000 | -3.6% | 228,995 | -3.3% | 17.80% | -9.5% |
| Q4 2021 | $37,084,000 | +10.8% | 236,761 | +4.3% | 19.67% | -1.0% |
| Q3 2021 | $33,473,000 | +2.0% | 227,077 | +2.8% | 19.88% | +0.9% |
| Q2 2021 | $32,807,000 | +7.7% | 220,922 | +3.1% | 19.70% | -3.8% |
| Q1 2021 | $30,456,000 | +14.3% | 214,204 | +2.9% | 20.48% | +3.0% |
| Q4 2020 | $26,649,000 | +20.8% | 208,165 | +6.2% | 19.89% | +11.1% |
| Q3 2020 | $22,061,000 | +7.1% | 195,973 | +3.0% | 17.90% | -4.7% |
| Q2 2020 | $20,597,000 | +10.4% | 190,340 | -1.8% | 18.79% | -7.6% |
| Q1 2020 | $18,660,000 | -16.3% | 193,875 | +13.2% | 20.33% | -1.3% |
| Q4 2019 | $22,281,000 | – | 171,274 | – | 20.60% | – |
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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% |