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 | $4,435,912 | -15.9% | 28,835 | -11.9% | 0.59% | -14.6% |
| Q2 2023 | $5,274,714 | -10.1% | 32,724 | -15.3% | 0.69% | -15.6% |
| Q1 2023 | $5,866,212 | -0.5% | 38,655 | -4.9% | 0.81% | -7.8% |
| Q4 2022 | $5,897,208 | +32.5% | 40,651 | +17.4% | 0.88% | +24.0% |
| Q3 2022 | $4,450,000 | +11.9% | 34,622 | +19.6% | 0.71% | +31.4% |
| Q2 2022 | $3,978,000 | +15.7% | 28,940 | +31.1% | 0.54% | +29.0% |
| Q1 2022 | $3,438,000 | +34.3% | 22,079 | +35.1% | 0.42% | +40.9% |
| Q4 2021 | $2,560,000 | +18.7% | 16,344 | +10.2% | 0.30% | +10.4% |
| Q3 2021 | $2,156,000 | -5.8% | 14,826 | -4.3% | 0.27% | -8.2% |
| Q2 2021 | $2,288,000 | -1.1% | 15,498 | -5.4% | 0.29% | -9.5% |
| Q1 2021 | $2,314,000 | +15.8% | 16,380 | +4.9% | 0.32% | +7.3% |
| Q4 2020 | $1,999,000 | – | 15,612 | – | 0.30% | – |
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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% |