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 | $351,217 | +1.0% | 2,283 | +5.8% | 0.25% | +4.5% |
| Q2 2023 | $347,687 | +9.4% | 2,157 | +3.0% | 0.24% | +2.1% |
| Q1 2023 | $317,937 | +4.6% | 2,095 | 0.0% | 0.24% | -4.4% |
| Q4 2022 | $303,922 | +20.1% | 2,095 | +6.5% | 0.25% | +6.4% |
| Q3 2022 | $253,000 | +228.6% | 1,968 | +250.8% | 0.23% | +202.6% |
| Q2 2022 | $77,000 | -11.5% | 561 | 0.0% | 0.08% | +10.0% |
| Q1 2022 | $87,000 | -20.9% | 561 | -20.0% | 0.07% | -15.7% |
| Q4 2021 | $110,000 | +1.9% | 701 | -5.4% | 0.08% | -3.5% |
| Q3 2021 | $108,000 | -0.9% | 741 | 0.0% | 0.09% | +1.2% |
| Q2 2021 | $109,000 | +3.8% | 741 | 0.0% | 0.08% | -2.3% |
| Q1 2021 | $105,000 | +10.5% | 741 | 0.0% | 0.09% | -1.1% |
| Q4 2020 | $95,000 | +6.7% | 741 | -6.3% | 0.09% | -7.4% |
| Q3 2020 | $89,000 | -44.7% | 791 | -46.9% | 0.10% | -48.6% |
| Q2 2020 | $161,000 | +12.6% | 1,490 | 0.0% | 0.18% | -6.6% |
| Q1 2020 | $143,000 | -26.3% | 1,490 | 0.0% | 0.20% | -0.5% |
| Q4 2019 | $194,000 | – | 1,490 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 505,763 | $58,956,000 | 26.95% |
| Townsend & Associates, Inc | 196,584 | $23,278,000 | 17.76% |
| AMARILLO NATIONAL BANK | 355,923 | $41,490,000 | 16.60% |
| Regal Wealth Group, Inc. | 154,176 | $17,972,000 | 12.47% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,509 | $16,029,000 | 12.06% |
| Salomon & Ludwin, LLC | 452,530 | $52,751,000 | 10.66% |
| FINANCIAL LIFE ADVISORS | 111,734 | $13,025,000 | 8.63% |
| LVZ, Inc. | 339,679 | $35,956,000 | 8.15% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 86,608 | $10,092,000 | 7.51% |
| PHH Investments, Ltd. | 220,038 | $25,650,000 | 7.32% |