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 | $12,824,102 | -3.4% | 83,360 | +1.2% | 4.69% | +0.8% |
| Q2 2023 | $13,279,638 | +17.5% | 82,385 | +10.6% | 4.65% | +7.3% |
| Q1 2023 | $11,299,594 | +6.3% | 74,457 | +1.6% | 4.34% | -3.5% |
| Q4 2022 | $10,632,180 | +2.8% | 73,290 | -8.9% | 4.49% | -2.8% |
| Q3 2022 | $10,342,000 | -10.2% | 80,467 | -4.0% | 4.62% | -7.3% |
| Q2 2022 | $11,521,000 | -22.3% | 83,811 | -11.9% | 4.99% | -7.8% |
| Q1 2022 | $14,820,000 | +2.5% | 95,171 | +4.7% | 5.41% | +9.3% |
| Q4 2021 | $14,452,000 | +20.5% | 90,931 | +10.2% | 4.95% | +11.4% |
| Q3 2021 | $11,998,000 | +6.4% | 82,508 | +8.0% | 4.44% | +3.6% |
| Q2 2021 | $11,281,000 | +5.8% | 76,408 | +2.7% | 4.29% | -2.1% |
| Q1 2021 | $10,658,000 | +25.2% | 74,424 | +14.8% | 4.38% | +19.3% |
| Q4 2020 | $8,512,000 | +56.5% | 64,835 | +34.1% | 3.67% | +31.0% |
| Q3 2020 | $5,438,000 | +14.0% | 48,362 | +11.2% | 2.80% | +6.6% |
| Q2 2020 | $4,770,000 | +120.9% | 43,490 | +155.0% | 2.63% | +131.7% |
| Q4 2019 | $2,159,000 | – | 17,056 | – | 1.14% | – |
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% |