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 | $1,820,551 | -4.6% | 11,834 | 0.0% | 0.53% | -1.5% |
| Q2 2023 | $1,907,531 | +2.8% | 11,834 | -3.2% | 0.54% | -2.0% |
| Q1 2023 | $1,855,204 | +4.8% | 12,225 | +0.2% | 0.55% | -6.5% |
| Q4 2022 | $1,770,002 | +13.2% | 12,201 | +0.2% | 0.59% | +1.9% |
| Q3 2022 | $1,564,000 | -6.3% | 12,172 | +0.3% | 0.58% | -0.5% |
| Q2 2022 | $1,669,000 | -11.7% | 12,138 | 0.0% | 0.58% | +4.3% |
| Q1 2022 | $1,890,000 | -0.4% | 12,138 | +0.2% | 0.56% | +5.3% |
| Q4 2021 | $1,898,000 | +8.0% | 12,116 | +0.2% | 0.53% | -0.2% |
| Q3 2021 | $1,758,000 | -1.3% | 12,092 | +0.2% | 0.53% | -5.4% |
| Q2 2021 | $1,781,000 | +54.6% | 12,064 | +0.8% | 0.56% | +0.7% |
| Q1 2021 | $1,152,000 | -25.1% | 11,973 | -0.4% | 0.56% | +3.5% |
| Q4 2020 | $1,539,000 | +13.7% | 12,023 | -0.1% | 0.54% | +1.3% |
| Q3 2020 | $1,353,000 | +4.2% | 12,034 | +0.3% | 0.53% | -1.1% |
| Q2 2020 | $1,298,000 | +12.7% | 12,000 | +0.2% | 0.54% | -3.6% |
| Q1 2020 | $1,152,000 | – | 11,973 | – | 0.56% | – |
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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% |