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 | $644,111 | -78.7% | 4,440 | -81.1% | 0.00% | -66.7% |
| Q3 2022 | $3,020,000 | -40.4% | 23,501 | -36.3% | 0.00% | -40.0% |
| Q2 2022 | $5,069,000 | +138.7% | 36,876 | +170.3% | 0.01% | +150.0% |
| Q1 2022 | $2,124,000 | +50.2% | 13,644 | +51.1% | 0.00% | +100.0% |
| Q4 2021 | $1,414,000 | +5.7% | 9,027 | -1.9% | 0.00% | 0.0% |
| Q3 2021 | $1,338,000 | +0.7% | 9,201 | +2.2% | 0.00% | 0.0% |
| Q2 2021 | $1,329,000 | +371.3% | 9,000 | +350.0% | 0.00% | – |
| Q1 2021 | $282,000 | -91.2% | 2,000 | -92.0% | 0.00% | -100.0% |
| Q4 2020 | $3,206,000 | +54.3% | 25,041 | +35.5% | 0.00% | +100.0% |
| Q3 2020 | $2,078,000 | +0.5% | 18,479 | -3.3% | 0.00% | 0.0% |
| Q2 2020 | $2,067,000 | -25.2% | 19,100 | -33.4% | 0.00% | -50.0% |
| Q1 2020 | $2,762,000 | -92.4% | 28,697 | -90.6% | 0.00% | -93.5% |
| Q3 2019 | $36,233,000 | +76.4% | 304,125 | +72.6% | 0.03% | +72.2% |
| Q2 2019 | $20,535,000 | -10.1% | 176,156 | -13.1% | 0.02% | -14.3% |
| Q1 2019 | $22,848,000 | -18.4% | 202,661 | -26.8% | 0.02% | -27.6% |
| Q4 2018 | $27,991,000 | +33.2% | 276,752 | +52.5% | 0.03% | +52.6% |
| Q3 2018 | $21,019,000 | +120.5% | 181,446 | +109.6% | 0.02% | +111.1% |
| Q2 2018 | $9,532,000 | +340.5% | 86,553 | +337.2% | 0.01% | +350.0% |
| Q1 2018 | $2,164,000 | -77.7% | 19,796 | -76.7% | 0.00% | -77.8% |
| Q4 2017 | $9,700,000 | +328.4% | 84,908 | +304.8% | 0.01% | +350.0% |
| Q3 2017 | $2,264,000 | -20.1% | 20,977 | -22.3% | 0.00% | -33.3% |
| Q2 2017 | $2,835,000 | -27.0% | 27,013 | -27.6% | 0.00% | -25.0% |
| Q1 2017 | $3,884,000 | -23.4% | 37,327 | -25.3% | 0.00% | -20.0% |
| Q4 2016 | $5,069,000 | +147.3% | 50,000 | +131.6% | 0.01% | +150.0% |
| Q3 2016 | $2,050,000 | -76.1% | 21,587 | -76.6% | 0.00% | -80.0% |
| Q2 2016 | $8,581,000 | +30.4% | 92,363 | +26.2% | 0.01% | +25.0% |
| Q1 2016 | $6,579,000 | +52.3% | 73,160 | +50.0% | 0.01% | +60.0% |
| Q4 2015 | $4,319,000 | -10.7% | 48,786 | -15.3% | 0.01% | -16.7% |
| Q3 2015 | $4,839,000 | -25.0% | 57,588 | -17.7% | 0.01% | 0.0% |
| Q2 2015 | $6,456,000 | -57.9% | 70,011 | -57.7% | 0.01% | -60.0% |
| Q1 2015 | $15,319,000 | +266.1% | 165,503 | +270.9% | 0.02% | +275.0% |
| Q4 2014 | $4,184,000 | -28.9% | 44,622 | -31.7% | 0.00% | -20.0% |
| Q3 2014 | $5,884,000 | -49.8% | 65,328 | -49.7% | 0.01% | -50.0% |
| Q2 2014 | $11,724,000 | +388.7% | 129,865 | +370.4% | 0.01% | +400.0% |
| Q1 2014 | $2,399,000 | -66.8% | 27,606 | -67.3% | 0.00% | -71.4% |
| Q4 2013 | $7,226,000 | +218.2% | 84,550 | +191.5% | 0.01% | +250.0% |
| Q3 2013 | $2,271,000 | -78.8% | 29,001 | -79.5% | 0.00% | -81.8% |
| Q2 2013 | $10,694,000 | -40.9% | 141,135 | -42.5% | 0.01% | -38.9% |
| Q1 2013 | $18,102,000 | – | 245,290 | – | 0.02% | – |
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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% |