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 | $13,765,204 | -3.7% | 89,478 | +0.9% | 1.23% | +1.5% |
| Q2 2023 | $14,294,717 | +4.6% | 88,683 | -1.5% | 1.21% | -0.7% |
| Q1 2023 | $13,661,492 | +3.4% | 90,021 | -1.2% | 1.22% | +0.6% |
| Q4 2022 | $13,214,321 | -1.0% | 91,090 | -12.3% | 1.21% | -9.4% |
| Q3 2022 | $13,346,000 | +3.0% | 103,845 | +10.1% | 1.34% | +4.3% |
| Q2 2022 | $12,959,000 | -19.1% | 94,277 | -8.4% | 1.28% | -2.4% |
| Q1 2022 | $16,026,000 | -3.9% | 102,916 | -3.4% | 1.31% | +1.9% |
| Q4 2021 | $16,684,000 | +7.3% | 106,518 | -0.3% | 1.29% | +30.1% |
| Q3 2021 | $15,544,000 | -2.8% | 106,886 | -1.3% | 0.99% | -4.7% |
| Q2 2021 | $15,985,000 | +5.0% | 108,267 | +0.4% | 1.04% | +2.5% |
| Q1 2021 | $15,226,000 | +9.3% | 107,806 | -0.9% | 1.01% | +5.6% |
| Q4 2020 | $13,931,000 | +12.2% | 108,819 | -1.4% | 0.96% | +1.6% |
| Q3 2020 | $12,412,000 | +6.5% | 110,380 | +2.5% | 0.94% | -4.0% |
| Q2 2020 | $11,659,000 | +18.2% | 107,738 | +5.1% | 0.98% | -22.9% |
| Q1 2020 | $9,864,000 | -25.2% | 102,491 | +1.2% | 1.28% | -5.3% |
| Q4 2019 | $13,181,000 | +1.8% | 101,322 | -6.8% | 1.35% | -2.0% |
| Q3 2019 | $12,952,000 | +459.5% | 108,713 | +447.5% | 1.38% | +273.9% |
| Q2 2019 | $2,315,000 | +9.6% | 19,856 | +6.0% | 0.37% | +7.9% |
| Q1 2019 | $2,112,000 | +11.5% | 18,729 | 0.0% | 0.34% | -6.1% |
| Q4 2018 | $1,894,000 | -12.7% | 18,729 | 0.0% | 0.36% | +2.0% |
| Q3 2018 | $2,170,000 | +5.2% | 18,729 | 0.0% | 0.36% | -0.8% |
| Q2 2018 | $2,063,000 | +0.7% | 18,729 | 0.0% | 0.36% | +4.4% |
| Q1 2018 | $2,048,000 | -4.3% | 18,729 | 0.0% | 0.34% | -5.8% |
| Q4 2017 | $2,140,000 | +5.9% | 18,729 | 0.0% | 0.36% | +4.6% |
| Q3 2017 | $2,021,000 | +2.8% | 18,729 | -0.0% | 0.35% | -35.7% |
| Q2 2017 | $1,966,000 | +0.9% | 18,730 | 0.0% | 0.54% | 0.0% |
| Q1 2017 | $1,949,000 | -3.6% | 18,730 | -6.0% | 0.54% | -9.3% |
| Q4 2016 | $2,021,000 | +6.8% | 19,930 | 0.0% | 0.60% | -1.3% |
| Q3 2016 | $1,893,000 | -13.6% | 19,930 | -15.5% | 0.61% | -15.9% |
| Q2 2016 | $2,190,000 | +3.3% | 23,575 | 0.0% | 0.72% | -3.9% |
| Q1 2016 | $2,120,000 | +1.6% | 23,575 | 0.0% | 0.75% | +2.0% |
| Q4 2015 | $2,087,000 | +5.4% | 23,575 | 0.0% | 0.74% | +4.1% |
| Q3 2015 | $1,981,000 | -2.7% | 23,575 | +6.8% | 0.71% | +11.2% |
| Q2 2015 | $2,036,000 | -0.3% | 22,075 | 0.0% | 0.64% | +0.8% |
| Q1 2015 | $2,043,000 | +9.1% | 22,075 | +10.5% | 0.63% | +7.7% |
| Q4 2014 | $1,873,000 | – | 19,975 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 405,131 | $62,325,359 | 23.11% |
| Quantitative Strategies, Inc. | 187,158 | $28,792,372 | 19.37% |
| Foundation Wealth Management, LLC | 121,130 | $18,634,505 | 18.62% |
| LPWM LLC | 254,891 | $38,975,312 | 17.52% |
| Halpern Financial, Inc. | 281,683 | $43,334,118 | 14.96% |
| Praetorian Wealth Management, Inc. | 283,325 | $43,586,718 | 13.85% |
| Powell Investment Advisors, LLC | 138,335 | $21,397,622 | 12.86% |
| FINANCIAL LIFE ADVISORS | 177,823 | $27,356,344 | 11.77% |
| LVZ, Inc. | 458,002 | $70,459,044 | 11.36% |
| INSTRUMENTAL WEALTH, LLC | 58,076 | $9,034,945 | 10.55% |