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 | $344 | -4.4% | 2,238 | +0.1% | 0.04% | -2.4% |
| Q2 2023 | $360 | +6.2% | 2,235 | +0.1% | 0.04% | 0.0% |
| Q1 2023 | $339 | +4.6% | 2,233 | +0.1% | 0.04% | -8.7% |
| Q4 2022 | $324 | -99.9% | 2,231 | +0.3% | 0.05% | +7.0% |
| Q3 2022 | $286,000 | -6.5% | 2,224 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $306,000 | -11.6% | 2,224 | +0.1% | 0.04% | 0.0% |
| Q1 2022 | $346,000 | -0.6% | 2,222 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $348,000 | +56.1% | 2,219 | +44.4% | 0.04% | +37.5% |
| Q3 2021 | $223,000 | -1.8% | 1,537 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $227,000 | +4.6% | 1,537 | +0.1% | 0.03% | -10.5% |
| Q1 2021 | $217,000 | +10.2% | 1,535 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $197,000 | – | 1,535 | – | 0.04% | – |
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% |