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 | $1,940,111 | -4.9% | 12,611 | -0.3% | 1.28% | -5.1% |
| Q2 2023 | $2,039,251 | +6.1% | 12,651 | -0.1% | 1.35% | +2.0% |
| Q1 2023 | $1,922,339 | +1.5% | 12,667 | -3.0% | 1.32% | -4.3% |
| Q4 2022 | $1,894,681 | +8.4% | 13,060 | -4.0% | 1.38% | +3.8% |
| Q3 2022 | $1,748,000 | -3.7% | 13,600 | +3.0% | 1.33% | +1.2% |
| Q2 2022 | $1,815,000 | -8.2% | 13,205 | +4.0% | 1.31% | +0.3% |
| Q1 2022 | $1,978,000 | +19.8% | 12,702 | +20.5% | 1.31% | +13.4% |
| Q4 2021 | $1,651,000 | +14.7% | 10,544 | +6.5% | 1.15% | +5.0% |
| Q3 2021 | $1,439,000 | +20.1% | 9,898 | +22.0% | 1.10% | +22.2% |
| Q2 2021 | $1,198,000 | +11.0% | 8,115 | +6.2% | 0.90% | +3.3% |
| Q1 2021 | $1,079,000 | -35.9% | 7,643 | -41.8% | 0.87% | -3.0% |
| Q4 2020 | $1,682,000 | +122.5% | 13,132 | +95.2% | 0.90% | -1.2% |
| Q3 2020 | $756,000 | -47.4% | 6,726 | -39.1% | 0.91% | -45.1% |
| Q4 2019 | $1,437,000 | – | 11,043 | – | 1.65% | – |
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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% |