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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,910,336 | -0.4% | 103,421 | +4.3% | 0.01% | +20.0% |
| Q2 2023 | $15,981,717 | +32.7% | 99,148 | +24.9% | 0.01% | +25.0% |
| Q1 2023 | $12,045,677 | +4.9% | 79,373 | +0.3% | 0.01% | -11.1% |
| Q4 2022 | $11,478,817 | +8.2% | 79,126 | -4.1% | 0.01% | +12.5% |
| Q3 2022 | $10,608,000 | -7.1% | 82,546 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $11,419,000 | -14.3% | 83,071 | -2.9% | 0.01% | 0.0% |
| Q1 2022 | $13,317,000 | +2.7% | 85,519 | +3.3% | 0.01% | +14.3% |
| Q4 2021 | $12,961,000 | -20.6% | 82,748 | -26.3% | 0.01% | -30.0% |
| Q3 2021 | $16,320,000 | +22.0% | 112,226 | +23.8% | 0.01% | +25.0% |
| Q2 2021 | $13,380,000 | +4.7% | 90,620 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $12,783,000 | +13.1% | 90,501 | +2.5% | 0.01% | +14.3% |
| Q4 2020 | $11,304,000 | +15.9% | 88,297 | +1.8% | 0.01% | +16.7% |
| Q3 2020 | $9,750,000 | +1.5% | 86,710 | -2.3% | 0.01% | -14.3% |
| Q2 2020 | $9,608,000 | +25.8% | 88,785 | +11.9% | 0.01% | 0.0% |
| Q1 2020 | $7,639,000 | -27.1% | 79,374 | -1.4% | 0.01% | -12.5% |
| Q4 2019 | $10,476,000 | +16.5% | 80,527 | +6.7% | 0.01% | +14.3% |
| Q3 2019 | $8,991,000 | -0.5% | 75,461 | -2.6% | 0.01% | 0.0% |
| Q2 2019 | $9,032,000 | +4.3% | 77,480 | +0.9% | 0.01% | -12.5% |
| Q1 2019 | $8,656,000 | -72.5% | 76,773 | -75.3% | 0.01% | -75.0% |
| Q4 2018 | $31,479,000 | +91.7% | 311,239 | +119.5% | 0.03% | +113.3% |
| Q3 2018 | $16,424,000 | +99.6% | 141,780 | +89.8% | 0.02% | +87.5% |
| Q2 2018 | $8,229,000 | -3.1% | 74,712 | -3.8% | 0.01% | +14.3% |
| Q1 2018 | $8,496,000 | -25.6% | 77,697 | -22.3% | 0.01% | -22.2% |
| Q4 2017 | $11,424,000 | +41.5% | 99,997 | +33.7% | 0.01% | +28.6% |
| Q3 2017 | $8,072,000 | +7.0% | 74,803 | +4.0% | 0.01% | 0.0% |
| Q2 2017 | $7,546,000 | +1.8% | 71,895 | +1.0% | 0.01% | 0.0% |
| Q1 2017 | $7,409,000 | +8.1% | 71,204 | +5.3% | 0.01% | +16.7% |
| Q4 2016 | $6,853,000 | +6.4% | 67,589 | -0.3% | 0.01% | 0.0% |
| Q3 2016 | $6,440,000 | +2.4% | 67,824 | +0.2% | 0.01% | 0.0% |
| Q2 2016 | $6,287,000 | -0.7% | 67,677 | -3.9% | 0.01% | -14.3% |
| Q1 2016 | $6,334,000 | +2.2% | 70,424 | +0.6% | 0.01% | +16.7% |
| Q4 2015 | $6,196,000 | +4.6% | 69,988 | -0.8% | 0.01% | 0.0% |
| Q3 2015 | $5,926,000 | -8.0% | 70,517 | +1.0% | 0.01% | 0.0% |
| Q2 2015 | $6,440,000 | -0.3% | 69,840 | +0.1% | 0.01% | 0.0% |
| Q1 2015 | $6,461,000 | +10.6% | 69,798 | +12.0% | 0.01% | +20.0% |
| Q4 2014 | $5,842,000 | +11.8% | 62,304 | +7.4% | 0.01% | 0.0% |
| Q3 2014 | $5,225,000 | +6.0% | 58,022 | +6.2% | 0.01% | 0.0% |
| Q2 2014 | $4,930,000 | +5.9% | 54,611 | +1.9% | 0.01% | 0.0% |
| Q1 2014 | $4,657,000 | +39.3% | 53,591 | +37.0% | 0.01% | +66.7% |
| Q4 2013 | $3,342,000 | +28.3% | 39,107 | +17.6% | 0.00% | +50.0% |
| Q3 2013 | $2,604,000 | +13.4% | 33,248 | +9.7% | 0.00% | 0.0% |
| Q2 2013 | $2,296,000 | – | 30,298 | – | 0.00% | – |
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% |