ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,854,000 | +8.5% | 24,604 | +0.7% | 0.66% | -5.2% |
| Q3 2021 | $3,553,000 | -2.2% | 24,433 | -0.7% | 0.70% | -3.6% |
| Q2 2021 | $3,634,000 | +5.0% | 24,612 | +0.4% | 0.72% | -2.3% |
| Q1 2021 | $3,461,000 | +11.1% | 24,507 | +0.7% | 0.74% | +1.8% |
| Q4 2020 | $3,116,000 | +14.4% | 24,338 | +0.5% | 0.73% | -3.3% |
| Q3 2020 | $2,723,000 | +4.1% | 24,214 | +0.1% | 0.75% | -4.2% |
| Q2 2020 | $2,617,000 | +3.8% | 24,185 | -7.7% | 0.79% | -9.2% |
| Q1 2020 | $2,522,000 | -30.8% | 26,203 | -6.5% | 0.87% | -0.6% |
| Q4 2019 | $3,646,000 | -3.1% | 28,024 | -11.2% | 0.87% | -6.0% |
| Q3 2019 | $3,762,000 | +1.6% | 31,576 | -0.6% | 0.93% | -1.9% |
| Q2 2019 | $3,704,000 | +0.5% | 31,779 | -2.8% | 0.94% | +2.7% |
| Q1 2019 | $3,686,000 | -7.0% | 32,709 | -16.5% | 0.92% | -20.2% |
| Q4 2018 | $3,964,000 | – | 39,195 | – | 1.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |