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 | $69,994,123 | +40.2% | 454,980 | +46.8% | 0.69% | +37.6% |
| Q2 2023 | $49,941,175 | +55.6% | 309,828 | +46.5% | 0.50% | +43.7% |
| Q1 2023 | $32,106,058 | -30.4% | 211,558 | -33.4% | 0.35% | -15.1% |
| Q4 2022 | $46,114,416 | -99.8% | 317,877 | -31.5% | 0.41% | +28.5% |
| Q3 2022 | $29,832,803,000 | +170275.8% | 463,782 | +264.1% | 0.32% | +77.2% |
| Q2 2022 | $17,510,000 | -13.7% | 127,383 | -2.2% | 0.18% | -14.7% |
| Q1 2022 | $20,287,000 | +22.0% | 130,281 | +22.8% | 0.21% | +25.6% |
| Q4 2021 | $16,623,000 | +48.8% | 106,129 | +38.2% | 0.17% | +50.0% |
| Q3 2021 | $11,169,000 | +2.2% | 76,807 | +3.8% | 0.11% | -9.7% |
| Q2 2021 | $10,929,000 | -20.9% | 74,024 | -24.3% | 0.12% | -29.1% |
| Q1 2021 | $13,819,000 | -5.6% | 97,842 | -15.1% | 0.18% | +2.9% |
| Q4 2020 | $14,642,000 | -99.9% | 115,304 | +6.6% | 0.17% | -25.1% |
| Q3 2020 | $12,168,000,000 | – | 108,183 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 416,733 | $63,243,401 | 23.53% |
| LPWM LLC | 249,212 | $37,820,405 | 18.18% |
| Foundation Wealth Management, LLC | 106,963 | $16,232,678 | 16.71% |
| Halpern Financial, Inc. | 272,735 | $41,390,269 | 14.88% |
| MMA ASSET MANAGEMENT LLC | 124,393 | $18,877,872 | 13.50% |
| Praetorian Wealth Management, Inc. | 253,861 | $38,525,945 | 12.52% |
| Powell Investment Advisors, LLC | 145,268 | $22,045,870 | 12.27% |
| FINANCIAL LIFE ADVISORS | 175,008 | $26,559,189 | 11.42% |
| Frank, Rimerman Advisors LLC | 269,955 | $40,968,371 | 11.32% |
| INSTRUMENTAL WEALTH, LLC | 54,666 | $8,253,518 | 10.90% |