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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,073,518 | +125.8% | 7,400 | +100.0% | 0.05% | +108.7% |
| Q3 2022 | $475,524 | -27.9% | 3,700 | -22.9% | 0.02% | -20.7% |
| Q2 2022 | $659,808 | -15.3% | 4,800 | -4.0% | 0.03% | +3.6% |
| Q1 2022 | $778,600 | -25.8% | 5,000 | -25.4% | 0.03% | +100.0% |
| Q4 2021 | $1,049,421 | -5.0% | 6,700 | -11.8% | 0.01% | -12.5% |
| Q3 2021 | $1,105,192 | -1.5% | 7,600 | -2.6% | 0.02% | 0.0% |
| Q2 2021 | $1,122,064 | +3.2% | 7,800 | +1.3% | 0.02% | 0.0% |
| Q1 2021 | $1,087,548 | +49.0% | 7,700 | +35.1% | 0.02% | +45.5% |
| Q4 2020 | $729,714 | +27.2% | 5,700 | +11.8% | 0.01% | +10.0% |
| Q3 2020 | $573,495 | +23.3% | 5,100 | +18.6% | 0.01% | +25.0% |
| Q2 2020 | $465,303 | -19.4% | 4,300 | -28.3% | 0.01% | -33.3% |
| Q1 2020 | $577,500 | -11.2% | 6,000 | +20.0% | 0.01% | +9.1% |
| Q4 2019 | $650,450 | -40.7% | 5,000 | -45.7% | 0.01% | -42.1% |
| Q3 2019 | $1,096,088 | +22.1% | 9,200 | +19.5% | 0.02% | +26.7% |
| Q2 2019 | $897,589 | -34.7% | 7,700 | -36.9% | 0.02% | -40.0% |
| Q1 2019 | $1,375,428 | +27.1% | 12,200 | +14.0% | 0.02% | +13.6% |
| Q4 2018 | $1,082,198 | -9.3% | 10,700 | +3.9% | 0.02% | +4.8% |
| Q3 2018 | $1,193,152 | -99.9% | 10,300 | -1.9% | 0.02% | +10.5% |
| Q2 2018 | $1,156,365,000 | +5.8% | 10,500 | +5.0% | 0.02% | +26.7% |
| Q1 2018 | $1,093,400,000 | +99571.8% | 10,000 | +4.2% | 0.02% | 0.0% |
| Q4 2017 | $1,097,000 | +15.5% | 9,600 | +9.1% | 0.02% | +150.0% |
| Q3 2017 | $950,000 | -43.1% | 8,800 | -44.7% | 0.01% | -50.0% |
| Q2 2017 | $1,669,000 | -25.0% | 15,900 | -25.7% | 0.01% | -20.0% |
| Q1 2017 | $2,226,000 | +5.0% | 21,400 | +2.4% | 0.02% | 0.0% |
| Q4 2016 | $2,119,000 | +30.5% | 20,900 | +22.2% | 0.02% | +25.0% |
| Q3 2016 | $1,624,000 | -11.3% | 17,100 | -13.2% | 0.01% | -14.3% |
| Q2 2016 | $1,830,000 | +7.6% | 19,700 | +4.2% | 0.01% | +7.7% |
| Q1 2016 | $1,700,000 | -44.3% | 18,900 | -45.2% | 0.01% | -43.5% |
| Q4 2015 | $3,054,000 | +19.5% | 34,500 | +13.5% | 0.02% | +27.8% |
| Q3 2015 | $2,555,000 | -11.7% | 30,400 | -3.2% | 0.02% | -10.0% |
| Q2 2015 | $2,895,000 | -34.8% | 31,400 | -34.6% | 0.02% | -39.4% |
| Q1 2015 | $4,443,000 | +6.0% | 48,000 | +7.4% | 0.03% | +13.8% |
| Q4 2014 | $4,192,000 | +2.3% | 44,700 | -1.8% | 0.03% | 0.0% |
| Q3 2014 | $4,098,000 | +11.0% | 45,500 | +11.2% | 0.03% | +11.5% |
| Q2 2014 | $3,692,000 | +27.1% | 40,900 | +22.1% | 0.03% | +30.0% |
| Q1 2014 | $2,904,000 | -47.2% | 33,500 | -48.0% | 0.02% | -48.7% |
| Q4 2013 | $5,504,000 | +49.6% | 64,400 | +37.1% | 0.04% | +39.3% |
| Q3 2013 | $3,679,000 | +14.0% | 46,970 | +10.3% | 0.03% | +7.7% |
| Q2 2013 | $3,226,000 | – | 42,580 | – | 0.03% | – |
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% |