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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $776,000 | -41.3% | 5,257 | -43.8% | 0.12% | -41.6% |
| Q1 2021 | $1,321,000 | -8.2% | 9,356 | -16.8% | 0.21% | -12.9% |
| Q4 2020 | $1,439,000 | +26.7% | 11,244 | +11.3% | 0.24% | +17.6% |
| Q3 2020 | $1,136,000 | +4.1% | 10,104 | +0.2% | 0.20% | -4.7% |
| Q2 2020 | $1,091,000 | +198.1% | 10,081 | +165.4% | 0.21% | +140.4% |
| Q1 2020 | $366,000 | -30.3% | 3,798 | -5.8% | 0.09% | -11.0% |
| Q4 2019 | $525,000 | +56.2% | 4,033 | +24.9% | 0.10% | -2.0% |
| Q1 2017 | $336,000 | -2.3% | 3,230 | -4.8% | 0.10% | -3.8% |
| Q4 2016 | $344,000 | -0.3% | 3,392 | -6.6% | 0.11% | -1.9% |
| Q3 2016 | $345,000 | +6.8% | 3,631 | +4.5% | 0.11% | -5.3% |
| Q2 2016 | $323,000 | +3.2% | 3,475 | 0.0% | 0.11% | +3.6% |
| Q1 2016 | $313,000 | +1.3% | 3,475 | -0.4% | 0.11% | -3.5% |
| Q4 2015 | $309,000 | – | 3,488 | – | 0.11% | – |
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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% |