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 | $30,766,920 | +90.3% | 199,992 | +99.4% | 0.89% | -8.9% |
| Q2 2023 | $16,168,564 | +286.4% | 100,307 | +263.8% | 0.98% | +221.3% |
| Q1 2023 | $4,183,872 | +6.4% | 27,569 | +1.7% | 0.30% | -1.0% |
| Q4 2022 | $3,932,267 | +13.9% | 27,106 | +0.9% | 0.31% | -3.1% |
| Q3 2022 | $3,452,000 | -11.5% | 26,856 | -5.3% | 0.32% | +4.6% |
| Q2 2022 | $3,900,000 | -8.0% | 28,374 | +4.2% | 0.30% | +5.6% |
| Q1 2022 | $4,239,000 | +2.7% | 27,221 | +3.3% | 0.29% | +2.5% |
| Q4 2021 | $4,127,000 | +7.7% | 26,347 | 0.0% | 0.28% | -1.7% |
| Q3 2021 | $3,831,000 | -2.3% | 26,347 | -0.8% | 0.29% | -5.3% |
| Q2 2021 | $3,921,000 | +3.3% | 26,557 | -1.1% | 0.30% | -4.4% |
| Q1 2021 | $3,794,000 | -9.6% | 26,862 | -18.1% | 0.32% | -17.3% |
| Q4 2020 | $4,198,000 | -3.2% | 32,789 | -15.0% | 0.38% | -17.8% |
| Q3 2020 | $4,339,000 | +4.1% | 38,586 | +0.1% | 0.46% | -3.5% |
| Q2 2020 | $4,170,000 | +9.4% | 38,534 | -2.7% | 0.48% | -13.2% |
| Q1 2020 | $3,810,000 | -25.1% | 39,589 | +1.2% | 0.56% | -10.0% |
| Q4 2019 | $5,087,000 | +8.6% | 39,105 | -0.5% | 0.62% | -1.6% |
| Q3 2019 | $4,683,000 | -0.2% | 39,307 | -2.4% | 0.63% | +0.3% |
| Q2 2019 | $4,693,000 | +4.1% | 40,260 | +0.7% | 0.62% | +0.5% |
| Q1 2019 | $4,508,000 | +11.5% | 39,982 | 0.0% | 0.62% | -1.3% |
| Q4 2018 | $4,044,000 | -9.1% | 39,982 | +4.1% | 0.63% | +3.3% |
| Q3 2018 | $4,451,000 | +5.2% | 38,422 | 0.0% | 0.61% | +1.2% |
| Q2 2018 | $4,231,000 | -0.2% | 38,422 | -0.9% | 0.60% | -2.0% |
| Q1 2018 | $4,241,000 | -4.3% | 38,784 | 0.0% | 0.62% | +2.3% |
| Q4 2017 | $4,431,000 | +5.9% | 38,784 | 0.0% | 0.60% | +10.3% |
| Q3 2017 | $4,185,000 | +2.8% | 38,784 | -0.0% | 0.54% | -8.4% |
| Q2 2017 | $4,072,000 | +0.8% | 38,799 | -0.0% | 0.60% | +1.4% |
| Q1 2017 | $4,039,000 | -0.5% | 38,818 | -3.0% | 0.59% | -10.7% |
| Q4 2016 | $4,059,000 | – | 40,034 | – | 0.66% | – |
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% |