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 | $557,978 | -4.6% | 3,627 | 0.0% | 0.13% | +3.3% |
| Q2 2023 | $584,636 | +6.2% | 3,627 | 0.0% | 0.12% | 0.0% |
| Q1 2023 | $550,434 | +22.1% | 3,627 | +16.7% | 0.12% | +12.8% |
| Q4 2022 | $450,732 | +2046.3% | 3,107 | +1760.5% | 0.11% | +1716.7% |
| Q3 2022 | $21,000 | -8.7% | 167 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -11.5% | 167 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $26,000 | 0.0% | 167 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | -45.8% | 167 | -60.6% | 0.01% | -82.9% |
| Q3 2021 | $48,000 | +92.0% | 424 | +153.9% | 0.04% | +400.0% |
| Q2 2021 | $25,000 | +4.2% | 167 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $24,000 | -55.6% | 167 | -60.6% | 0.01% | -72.7% |
| Q4 2020 | $54,000 | +12.5% | 424 | 0.0% | 0.03% | -5.7% |
| Q3 2020 | $48,000 | +4.3% | 424 | 0.0% | 0.04% | -7.9% |
| Q2 2020 | $46,000 | +12.2% | 424 | 0.0% | 0.04% | -9.5% |
| Q1 2020 | $41,000 | – | 424 | – | 0.04% | – |
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% |