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 2022 | $419,000 | -6.5% | 3,260 | 0.0% | 0.03% | -7.1% |
| Q2 2022 | $448,000 | -11.8% | 3,260 | 0.0% | 0.03% | +33.3% |
| Q1 2022 | $508,000 | -0.6% | 3,260 | 0.0% | 0.02% | +16.7% |
| Q4 2021 | $511,000 | +7.8% | 3,260 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $474,000 | -1.5% | 3,260 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $481,000 | +5.3% | 3,260 | +0.8% | 0.02% | 0.0% |
| Q1 2021 | $457,000 | +10.4% | 3,235 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $414,000 | +12.2% | 3,235 | -1.4% | 0.02% | -5.3% |
| Q3 2020 | $369,000 | +16.8% | 3,280 | +12.3% | 0.02% | +5.6% |
| Q2 2020 | $316,000 | +12.5% | 2,920 | 0.0% | 0.02% | -25.0% |
| Q1 2020 | $281,000 | -35.7% | 2,920 | -13.1% | 0.02% | +9.1% |
| Q4 2019 | $437,000 | +30.4% | 3,360 | +19.6% | 0.02% | +15.8% |
| Q3 2019 | $335,000 | – | 2,810 | – | 0.02% | – |
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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% |