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 | $277,527 | +1.3% | 1,804 | +6.1% | 0.03% | +3.6% |
| Q2 2023 | $274,023 | +6.2% | 1,700 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $257,992 | +52767.2% | 1,700 | -49.5% | 0.03% | -49.1% |
| Q4 2022 | $488 | -99.9% | 3,366 | +14.1% | 0.06% | +14.6% |
| Q3 2022 | $379,000 | -6.4% | 2,949 | 0.0% | 0.05% | -7.7% |
| Q2 2022 | $405,000 | -11.8% | 2,949 | 0.0% | 0.05% | -1.9% |
| Q1 2022 | $459,000 | -0.6% | 2,949 | 0.0% | 0.05% | +17.8% |
| Q4 2021 | $462,000 | +7.7% | 2,949 | 0.0% | 0.04% | -10.0% |
| Q3 2021 | $429,000 | -1.4% | 2,949 | 0.0% | 0.05% | -3.8% |
| Q2 2021 | $435,000 | +4.3% | 2,949 | 0.0% | 0.05% | +2.0% |
| Q1 2021 | $417,000 | +9.4% | 2,949 | -1.0% | 0.05% | +2.0% |
| Q4 2020 | $381,000 | +13.7% | 2,980 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $335,000 | +4.0% | 2,980 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $322,000 | +3.2% | 2,980 | -8.2% | 0.05% | -15.0% |
| Q1 2020 | $312,000 | -29.6% | 3,245 | -4.6% | 0.06% | -4.8% |
| Q4 2019 | $443,000 | +9.4% | 3,403 | 0.0% | 0.06% | -4.5% |
| Q3 2019 | $405,000 | +2.0% | 3,403 | 0.0% | 0.07% | +1.5% |
| Q2 2019 | $397,000 | +3.4% | 3,403 | 0.0% | 0.06% | +6.6% |
| Q1 2019 | $384,000 | -9.6% | 3,403 | -19.0% | 0.06% | +8.9% |
| Q4 2018 | $425,000 | -12.7% | 4,203 | 0.0% | 0.06% | -22.2% |
| Q3 2018 | $487,000 | -2.6% | 4,203 | -7.5% | 0.07% | +2.9% |
| Q2 2018 | $500,000 | +0.6% | 4,543 | 0.0% | 0.07% | -1.4% |
| Q1 2018 | $497,000 | -18.3% | 4,543 | -14.7% | 0.07% | -20.2% |
| Q4 2017 | $608,000 | -29.3% | 5,324 | -33.2% | 0.09% | -34.6% |
| Q3 2017 | $860,000 | +53.8% | 7,971 | +49.7% | 0.14% | +13.3% |
| Q2 2017 | $559,000 | -20.4% | 5,324 | -21.1% | 0.12% | -21.1% |
| Q1 2017 | $702,000 | -14.2% | 6,750 | -16.3% | 0.15% | -17.4% |
| Q4 2016 | $818,000 | +3990.0% | 8,065 | +3549.3% | 0.18% | +3580.0% |
| Q1 2016 | $20,000 | – | 221 | – | 0.01% | – |
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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% |