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 | $318,789 | -4.6% | 2,072 | 0.0% | 0.23% | +1.3% |
| Q2 2023 | $334,020 | +5.8% | 2,072 | -0.4% | 0.23% | -3.4% |
| Q1 2023 | $315,725 | +30.2% | 2,080 | +24.4% | 0.24% | +22.1% |
| Q4 2022 | $242,551 | +17.7% | 1,672 | +22.1% | 0.20% | +35.4% |
| Q1 2022 | $206,000 | -21.7% | 1,369 | -18.5% | 0.14% | -72.9% |
| Q4 2021 | $263,000 | +2.7% | 1,679 | +0.7% | 0.53% | +244.8% |
| Q3 2021 | $256,000 | +7.1% | 1,667 | +3.2% | 0.15% | +4.8% |
| Q2 2021 | $239,000 | +5.3% | 1,616 | +0.6% | 0.15% | -2.0% |
| Q1 2021 | $227,000 | +10.2% | 1,606 | 0.0% | 0.15% | +19.0% |
| Q4 2020 | $206,000 | – | 1,606 | – | 0.13% | – |
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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% |