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 | $1,859,576 | -2.9% | 12,088 | +1.8% | 0.04% | 0.0% |
| Q2 2023 | $1,914,732 | -6.8% | 11,879 | -12.2% | 0.04% | -11.6% |
| Q1 2023 | $2,053,894 | +5.8% | 13,534 | +1.1% | 0.04% | -2.3% |
| Q4 2022 | $1,942,094 | +40.6% | 13,387 | +24.6% | 0.04% | +29.4% |
| Q3 2022 | $1,381,000 | -1.8% | 10,745 | +5.0% | 0.03% | +3.0% |
| Q2 2022 | $1,406,000 | -6.4% | 10,229 | +6.0% | 0.03% | +6.5% |
| Q1 2022 | $1,502,000 | +15.6% | 9,648 | +16.4% | 0.03% | +19.2% |
| Q4 2021 | $1,299,000 | +14.3% | 8,291 | +6.1% | 0.03% | +4.0% |
| Q3 2021 | $1,136,000 | -26.5% | 7,812 | -25.3% | 0.02% | -24.2% |
| Q2 2021 | $1,545,000 | -24.4% | 10,462 | -27.7% | 0.03% | -34.0% |
| Q1 2021 | $2,044,000 | +10.4% | 14,472 | +0.1% | 0.05% | +2.0% |
| Q4 2020 | $1,852,000 | +23.1% | 14,464 | +8.1% | 0.05% | +8.9% |
| Q3 2020 | $1,505,000 | -20.3% | 13,382 | -23.3% | 0.04% | -25.0% |
| Q2 2020 | $1,889,000 | +51.2% | 17,457 | +34.5% | 0.06% | +27.7% |
| Q1 2020 | $1,249,000 | -35.6% | 12,975 | -12.9% | 0.05% | -25.4% |
| Q4 2019 | $1,939,000 | +18.2% | 14,905 | +8.2% | 0.06% | +3.3% |
| Q3 2019 | $1,641,000 | +42.4% | 13,773 | +39.4% | 0.06% | +35.6% |
| Q2 2019 | $1,152,000 | +47.7% | 9,881 | +42.8% | 0.04% | +40.6% |
| Q1 2019 | $780,000 | +41.3% | 6,919 | +26.6% | 0.03% | +28.0% |
| Q4 2018 | $552,000 | -48.8% | 5,464 | -41.3% | 0.02% | -32.4% |
| Q3 2018 | $1,079,000 | +14.2% | 9,316 | +8.6% | 0.04% | +5.7% |
| Q2 2018 | $945,000 | +22.9% | 8,579 | +22.0% | 0.04% | +25.0% |
| Q1 2018 | $769,000 | -61.1% | 7,033 | -59.3% | 0.03% | -53.3% |
| Q4 2017 | $1,976,000 | +111.1% | 17,294 | +99.2% | 0.06% | +53.8% |
| Q3 2017 | $936,000 | +8.5% | 8,681 | +5.6% | 0.04% | -2.5% |
| Q2 2017 | $863,000 | +1.1% | 8,221 | +0.2% | 0.04% | -9.1% |
| Q1 2017 | $854,000 | -0.8% | 8,202 | -3.4% | 0.04% | -6.4% |
| Q4 2016 | $861,000 | +17.8% | 8,487 | +10.2% | 0.05% | +14.6% |
| Q3 2016 | $731,000 | +8.8% | 7,702 | +6.4% | 0.04% | +2.5% |
| Q2 2016 | $672,000 | +6.3% | 7,240 | +3.0% | 0.04% | -9.1% |
| Q1 2016 | $632,000 | -6.5% | 7,031 | -13.2% | 0.04% | -17.0% |
| Q4 2015 | $676,000 | +103.6% | 8,101 | +107.8% | 0.05% | +103.8% |
| Q3 2015 | $332,000 | +0.6% | 3,899 | +11.1% | 0.03% | +8.3% |
| Q2 2015 | $330,000 | +1.5% | 3,511 | 0.0% | 0.02% | -7.7% |
| Q1 2015 | $325,000 | +0.9% | 3,511 | +2.3% | 0.03% | -7.1% |
| Q4 2014 | $322,000 | +37.0% | 3,433 | +31.6% | 0.03% | +27.3% |
| Q3 2014 | $235,000 | – | 2,608 | – | 0.02% | – |
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% |