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 | $1,286,667 | -7.2% | 8,364 | -2.5% | 1.07% | +2.4% |
| Q2 2023 | $1,386,846 | +5.8% | 8,581 | -0.6% | 1.04% | +2.0% |
| Q1 2023 | $1,310,297 | +4.5% | 8,634 | +0.1% | 1.02% | +8.1% |
| Q4 2022 | $1,253,573 | +8.7% | 8,627 | -3.9% | 0.94% | -4.0% |
| Q3 2022 | $1,153,000 | -6.3% | 8,974 | +0.2% | 0.98% | -0.5% |
| Q2 2022 | $1,230,000 | -9.8% | 8,954 | +2.3% | 0.99% | +8.4% |
| Q1 2022 | $1,364,000 | +5.3% | 8,752 | +5.8% | 0.91% | +11.1% |
| Q4 2021 | $1,295,000 | +9.3% | 8,270 | +1.5% | 0.82% | -5.8% |
| Q3 2021 | $1,185,000 | +2.1% | 8,148 | +3.8% | 0.87% | +2.2% |
| Q2 2021 | $1,161,000 | +21.4% | 7,849 | +16.0% | 0.85% | +11.9% |
| Q1 2021 | $956,000 | +373.3% | 6,766 | +328.5% | 0.76% | +337.9% |
| Q4 2020 | $202,000 | – | 1,579 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |