ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $153,832 | +22.7% | 999,944 | +28.6% | 0.32% | +25.1% |
| Q2 2023 | $125,383 | +10.5% | 777,856 | +4.1% | 0.26% | +7.1% |
| Q1 2023 | $113,431 | +7.0% | 747,441 | +2.3% | 0.24% | -6.7% |
| Q4 2022 | $106,044 | -99.9% | 730,986 | +19.7% | 0.26% | +26.2% |
| Q3 2022 | $78,474,000 | -0.1% | 610,598 | +6.9% | 0.20% | -1.5% |
| Q2 2022 | $78,543,000 | -16.3% | 571,393 | -5.2% | 0.20% | -4.7% |
| Q1 2022 | $93,874,000 | +3.0% | 602,844 | +3.6% | 0.22% | +4.9% |
| Q4 2021 | $91,180,000 | +7.6% | 582,137 | -0.1% | 0.20% | -3.8% |
| Q3 2021 | $84,753,000 | -6.8% | 582,821 | -5.4% | 0.21% | -7.8% |
| Q2 2021 | $90,917,000 | +6.2% | 615,804 | +1.6% | 0.23% | -4.5% |
| Q1 2021 | $85,632,000 | +3.7% | 606,293 | -6.0% | 0.24% | -2.4% |
| Q4 2020 | $82,544,000 | -5.6% | 644,781 | -17.1% | 0.25% | -17.1% |
| Q3 2020 | $87,450,000 | -5.6% | 777,681 | -9.2% | 0.30% | -14.6% |
| Q2 2020 | $92,655,000 | +11.1% | 856,259 | -1.2% | 0.35% | -9.8% |
| Q1 2020 | $83,374,000 | -16.3% | 866,226 | +13.1% | 0.39% | +2.4% |
| Q4 2019 | $99,670,000 | +14.1% | 766,169 | +4.5% | 0.38% | +1.6% |
| Q3 2019 | $87,354,000 | -3.6% | 733,212 | -5.7% | 0.37% | -6.5% |
| Q2 2019 | $90,624,000 | +4.1% | 777,422 | +0.7% | 0.40% | -0.7% |
| Q1 2019 | $87,027,000 | +4.2% | 771,932 | -6.5% | 0.40% | -9.5% |
| Q4 2018 | $83,509,000 | -7.9% | 825,679 | +5.4% | 0.44% | +2.3% |
| Q3 2018 | $90,704,000 | +8.4% | 783,019 | +3.0% | 0.43% | -0.9% |
| Q2 2018 | $83,691,000 | -1.4% | 759,925 | -2.1% | 0.44% | -5.0% |
| Q1 2018 | $84,884,000 | -8.7% | 776,332 | -4.7% | 0.46% | -9.3% |
| Q4 2017 | $93,022,000 | – | 814,269 | – | 0.51% | – |
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% |