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 | $1,285,082 | -4.0% | 8,308 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $1,339,167 | +6.2% | 8,308 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $1,260,822 | +4.6% | 8,308 | 0.0% | 0.10% | -2.9% |
| Q4 2022 | $1,205,242 | +12.9% | 8,308 | 0.0% | 0.10% | +1.9% |
| Q3 2022 | $1,068,000 | -17.0% | 8,308 | -11.3% | 0.10% | -8.8% |
| Q2 2022 | $1,287,000 | -9.8% | 9,364 | +2.2% | 0.11% | +7.6% |
| Q1 2022 | $1,427,000 | -0.6% | 9,164 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $1,435,000 | +7.7% | 9,164 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $1,333,000 | -2.6% | 9,164 | -1.1% | 0.10% | -15.4% |
| Q2 2021 | $1,368,000 | +2.2% | 9,264 | -2.2% | 0.12% | -5.4% |
| Q1 2021 | $1,338,000 | +9.2% | 9,471 | -1.0% | 0.13% | -2.3% |
| Q4 2020 | $1,225,000 | -9.5% | 9,566 | -20.5% | 0.13% | -20.8% |
| Q3 2020 | $1,353,000 | +3.9% | 12,036 | 0.0% | 0.17% | -4.0% |
| Q2 2020 | $1,302,000 | +12.0% | 12,036 | -0.4% | 0.18% | -8.9% |
| Q1 2020 | $1,163,000 | – | 12,081 | – | 0.19% | – |
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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% |