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 | $5,258,558 | -0.2% | 34,182 | +4.6% | 0.20% | +2.5% |
Q2 2023 | $5,268,333 | +7.5% | 32,684 | +1.2% | 0.20% | +1.0% |
Q1 2023 | $4,898,964 | +5.5% | 32,281 | +0.8% | 0.20% | +2.1% |
Q4 2022 | $4,643,545 | +24.7% | 32,009 | +10.5% | 0.19% | +12.2% |
Q3 2022 | $3,724,000 | -2.5% | 28,976 | +4.3% | 0.17% | +3.0% |
Q2 2022 | $3,819,000 | -7.9% | 27,783 | +4.3% | 0.17% | +4.4% |
Q1 2022 | $4,146,000 | +12.2% | 26,626 | +12.8% | 0.16% | +17.6% |
Q4 2021 | $3,696,000 | +20.0% | 23,595 | +11.3% | 0.14% | +11.5% |
Q3 2021 | $3,081,000 | -1.2% | 21,190 | +0.3% | 0.12% | -0.8% |
Q2 2021 | $3,119,000 | +158.6% | 21,123 | +68.6% | 0.12% | +64.0% |
Q1 2021 | $1,206,000 | -47.6% | 12,527 | -30.3% | 0.08% | -16.7% |
Q4 2020 | $2,302,000 | +56.6% | 17,982 | +37.5% | 0.09% | +42.9% |
Q3 2020 | $1,470,000 | +9.0% | 13,074 | +4.9% | 0.06% | +3.3% |
Q2 2020 | $1,349,000 | +11.9% | 12,463 | -0.5% | 0.06% | -4.7% |
Q1 2020 | $1,206,000 | -10.7% | 12,527 | +20.7% | 0.06% | -4.5% |
Q4 2019 | $1,351,000 | +14.9% | 10,382 | +5.2% | 0.07% | +6.3% |
Q3 2019 | $1,176,000 | +6.7% | 9,873 | +4.5% | 0.06% | +5.0% |
Q2 2019 | $1,102,000 | +3.4% | 9,452 | 0.0% | 0.06% | -1.6% |
Q1 2019 | $1,066,000 | +91.7% | 9,452 | +72.0% | 0.06% | +69.4% |
Q4 2018 | $556,000 | -12.6% | 5,494 | 0.0% | 0.04% | +2.9% |
Q3 2018 | $636,000 | +5.1% | 5,494 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $605,000 | +0.7% | 5,494 | 0.0% | 0.04% | +2.9% |
Q1 2018 | $601,000 | -4.3% | 5,494 | 0.0% | 0.03% | 0.0% |
Q4 2017 | $628,000 | +5.9% | 5,494 | 0.0% | 0.03% | +3.0% |
Q3 2017 | $593,000 | +2.8% | 5,494 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $577,000 | +0.9% | 5,494 | 0.0% | 0.03% | -2.9% |
Q1 2017 | $572,000 | -30.8% | 5,494 | -32.7% | 0.03% | -34.6% |
Q4 2016 | $827,000 | +2.4% | 8,161 | -4.1% | 0.05% | +2.0% |
Q3 2016 | $808,000 | +10.5% | 8,511 | +8.1% | 0.05% | +8.5% |
Q2 2016 | $731,000 | +6.2% | 7,871 | +2.8% | 0.05% | +4.4% |
Q1 2016 | $688,000 | +1.5% | 7,654 | 0.0% | 0.04% | 0.0% |
Q4 2015 | $678,000 | +5.4% | 7,654 | 0.0% | 0.04% | 0.0% |
Q3 2015 | $643,000 | -8.9% | 7,654 | 0.0% | 0.04% | 0.0% |
Q2 2015 | $706,000 | -0.3% | 7,654 | 0.0% | 0.04% | 0.0% |
Q1 2015 | $708,000 | +3.4% | 7,654 | +4.8% | 0.04% | +4.7% |
Q4 2014 | $685,000 | +11.2% | 7,304 | +6.8% | 0.04% | +7.5% |
Q3 2014 | $616,000 | -0.2% | 6,836 | 0.0% | 0.04% | 0.0% |
Q2 2014 | $617,000 | -9.4% | 6,836 | -12.8% | 0.04% | -14.9% |
Q1 2014 | $681,000 | -28.8% | 7,841 | -29.9% | 0.05% | -31.9% |
Q4 2013 | $956,000 | +17.4% | 11,184 | +7.6% | 0.07% | +6.2% |
Q3 2013 | $814,000 | – | 10,391 | – | 0.06% | – |
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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% |