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 2021 | $2,539,000 | +8.8% | 16,210 | +1.0% | 0.33% | -1.5% |
| Q3 2021 | $2,333,000 | -13.4% | 16,045 | -12.1% | 0.33% | -8.3% |
| Q2 2021 | $2,694,000 | +8.9% | 18,246 | +4.2% | 0.36% | +6.5% |
| Q1 2021 | $2,474,000 | -58.5% | 17,516 | -62.4% | 0.34% | -60.6% |
| Q4 2020 | $5,965,000 | +115.1% | 46,591 | +88.9% | 0.86% | +99.5% |
| Q3 2020 | $2,773,000 | +354.6% | 24,661 | +337.0% | 0.43% | +337.4% |
| Q2 2020 | $610,000 | -92.5% | 5,643 | -93.4% | 0.10% | -93.4% |
| Q1 2020 | $8,183,000 | -35.7% | 85,025 | -13.1% | 1.49% | -13.4% |
| Q4 2019 | $12,734,000 | +11.6% | 97,883 | +2.2% | 1.72% | +5.1% |
| Q3 2019 | $11,406,000 | +454.0% | 95,733 | +442.0% | 1.64% | +458.2% |
| Q2 2019 | $2,059,000 | +228.9% | 17,664 | +217.9% | 0.29% | +245.9% |
| Q1 2019 | $626,000 | -85.3% | 5,557 | -86.8% | 0.08% | -86.8% |
| Q4 2018 | $4,265,000 | +1553.1% | 42,166 | +1795.1% | 0.64% | +1742.9% |
| Q3 2018 | $258,000 | -72.7% | 2,225 | -74.1% | 0.04% | -73.9% |
| Q2 2018 | $945,000 | -17.2% | 8,583 | -17.7% | 0.13% | -14.6% |
| Q1 2018 | $1,141,000 | +2.1% | 10,432 | +6.6% | 0.16% | +12.1% |
| Q4 2017 | $1,118,000 | +7.9% | 9,788 | +2.0% | 0.14% | +11.1% |
| Q3 2017 | $1,036,000 | -58.6% | 9,598 | -59.8% | 0.13% | -59.1% |
| Q2 2017 | $2,505,000 | +239.9% | 23,865 | +237.1% | 0.31% | +242.2% |
| Q1 2017 | $737,000 | +52.6% | 7,080 | +48.7% | 0.09% | +55.2% |
| Q4 2016 | $483,000 | +126.8% | 4,760 | +111.6% | 0.06% | +123.1% |
| Q3 2016 | $213,000 | +2.4% | 2,250 | +0.4% | 0.03% | 0.0% |
| Q2 2016 | $208,000 | +3.5% | 2,240 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $201,000 | -12.2% | 2,240 | -10.0% | 0.03% | -29.7% |
| Q2 2015 | $229,000 | -3.8% | 2,490 | -3.1% | 0.04% | 0.0% |
| Q1 2015 | $238,000 | – | 2,570 | – | 0.04% | – |
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% |