ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 763 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,023,317 | -2.7% | 11,117 | -0.1% | 0.49% | -4.0% |
| Q1 2024 | $2,079,292 | +8.5% | 11,131 | +1.0% | 0.51% | +2.6% |
| Q4 2023 | $1,916,460 | +16.0% | 11,021 | +2.7% | 0.49% | +1.9% |
| Q3 2023 | $1,651,594 | -4.6% | 10,736 | +0.0% | 0.48% | -4.2% |
| Q2 2023 | $1,730,502 | +6.0% | 10,735 | -0.2% | 0.50% | -6.5% |
| Q1 2023 | $1,632,299 | +4.6% | 10,756 | 0.0% | 0.54% | -14.4% |
| Q4 2022 | $1,560,343 | +12.0% | 10,756 | -0.8% | 0.63% | +12.7% |
| Q3 2022 | $1,393,000 | -6.5% | 10,840 | 0.0% | 0.56% | -3.9% |
| Q2 2022 | $1,490,000 | -12.4% | 10,840 | -0.7% | 0.58% | +4.7% |
| Q1 2022 | $1,700,000 | -2.1% | 10,915 | -1.5% | 0.56% | +9.2% |
| Q4 2021 | $1,736,000 | +7.7% | 11,084 | 0.0% | 0.51% | -5.9% |
| Q3 2021 | $1,612,000 | -0.8% | 11,084 | 0.0% | 0.54% | +4.6% |
| Q2 2021 | $1,625,000 | +3.8% | 11,084 | 0.0% | 0.52% | -6.2% |
| Q1 2021 | $1,565,000 | +10.3% | 11,084 | 0.0% | 0.55% | +2.8% |
| Q4 2020 | $1,419,000 | +6.7% | 11,084 | -6.3% | 0.54% | -5.6% |
| Q3 2020 | $1,330,000 | -5.1% | 11,827 | -8.7% | 0.57% | -16.4% |
| Q2 2020 | $1,401,000 | -33.5% | 12,947 | -40.9% | 0.68% | -55.2% |
| Q1 2020 | $2,107,000 | -31.6% | 21,893 | -7.6% | 1.52% | -17.8% |
| Q4 2019 | $3,081,000 | – | 23,682 | – | 1.85% | – |
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% |