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 | $1,439,617 | -13.4% | 9,358 | -9.3% | 0.15% | -29.2% |
| Q2 2023 | $1,662,334 | +5.8% | 10,313 | -0.4% | 0.21% | -19.9% |
| Q1 2023 | $1,571,001 | +9.7% | 10,352 | +4.9% | 0.26% | -0.4% |
| Q4 2022 | $1,432,127 | +1.5% | 9,872 | -10.1% | 0.26% | -24.1% |
| Q3 2022 | $1,411,000 | -16.5% | 10,976 | -10.7% | 0.34% | -7.3% |
| Q2 2022 | $1,689,000 | -55.4% | 12,286 | -49.5% | 0.37% | -52.3% |
| Q1 2022 | $3,787,000 | -7.2% | 24,319 | -6.6% | 0.78% | -10.3% |
| Q4 2021 | $4,079,000 | +3.0% | 26,043 | -4.4% | 0.87% | -13.8% |
| Q3 2021 | $3,960,000 | -2.5% | 27,231 | -1.0% | 1.01% | -8.9% |
| Q2 2021 | $4,061,000 | +11.5% | 27,503 | +6.6% | 1.11% | -31.9% |
| Q1 2021 | $3,643,000 | +34.6% | 25,792 | +22.0% | 1.63% | +23.2% |
| Q4 2020 | $2,706,000 | +27.5% | 21,141 | +12.0% | 1.32% | +12.0% |
| Q3 2020 | $2,122,000 | +8.4% | 18,875 | +4.4% | 1.18% | +13.5% |
| Q2 2020 | $1,957,000 | +8.2% | 18,086 | -3.7% | 1.04% | -13.7% |
| Q1 2020 | $1,808,000 | -21.8% | 18,780 | +5.7% | 1.20% | -14.7% |
| Q4 2019 | $2,311,000 | – | 17,765 | – | 1.41% | – |
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% |