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 | $62,553,863 | +226618.4% | 406,617 | +124.9% | 0.33% | +51.6% |
| Q4 2022 | $27,591 | -99.9% | 180,786 | +30.0% | 0.22% | +32.7% |
| Q3 2022 | $19,176,000 | +6.8% | 139,109 | +9.0% | 0.16% | +10.2% |
| Q2 2022 | $17,949,000 | +10.4% | 127,572 | +24.4% | 0.15% | +24.6% |
| Q1 2022 | $16,254,000 | +6.9% | 102,536 | +2.1% | 0.12% | +5.4% |
| Q4 2021 | $15,207,000 | -10.2% | 100,391 | -9.2% | 0.11% | +9.8% |
| Q3 2021 | $16,931,000 | +10.9% | 110,550 | +7.8% | 0.10% | +12.1% |
| Q2 2021 | $15,269,000 | +7.1% | 102,587 | +4.7% | 0.09% | +7.1% |
| Q1 2021 | $14,261,000 | +11.6% | 97,994 | -0.1% | 0.08% | +4.9% |
| Q4 2020 | $12,779,000 | +7.9% | 98,091 | -3.2% | 0.08% | -5.8% |
| Q3 2020 | $11,841,000 | +30.7% | 101,283 | +26.8% | 0.09% | +22.9% |
| Q2 2020 | $9,058,000 | +84.2% | 79,875 | +68.9% | 0.07% | +55.6% |
| Q1 2020 | $4,918,000 | -41.5% | 47,295 | -27.5% | 0.04% | -29.7% |
| Q4 2019 | $8,413,000 | -25.6% | 65,240 | -29.9% | 0.06% | -28.1% |
| Q3 2019 | $11,302,000 | +7.9% | 93,017 | +4.7% | 0.09% | +6.0% |
| Q2 2019 | $10,470,000 | -0.5% | 88,851 | -2.6% | 0.08% | -1.2% |
| Q1 2019 | $10,522,000 | +8.6% | 91,194 | +1.5% | 0.08% | +3.7% |
| Q4 2018 | $9,690,000 | +82.3% | 89,845 | +86.3% | 0.08% | +90.7% |
| Q3 2018 | $5,315,000 | -3.8% | 48,222 | -1.7% | 0.04% | +10.3% |
| Q2 2018 | $5,524,000 | -2.3% | 49,054 | -3.5% | 0.04% | -2.5% |
| Q1 2018 | $5,655,000 | -4.2% | 50,813 | +3.4% | 0.04% | +2.6% |
| Q4 2017 | $5,903,000 | +40.3% | 49,125 | +27.3% | 0.04% | +30.0% |
| Q3 2017 | $4,207,000 | -33.4% | 38,578 | -35.4% | 0.03% | -36.2% |
| Q2 2017 | $6,316,000 | -2.0% | 59,747 | -3.2% | 0.05% | -4.1% |
| Q1 2017 | $6,443,000 | +1.6% | 61,729 | -0.5% | 0.05% | -2.0% |
| Q4 2016 | $6,341,000 | +31.1% | 62,058 | +21.7% | 0.05% | +22.0% |
| Q3 2016 | $4,837,000 | +64.1% | 50,989 | +65.7% | 0.04% | +64.0% |
| Q2 2016 | $2,947,000 | +22.6% | 30,774 | +16.4% | 0.02% | +19.0% |
| Q1 2016 | $2,404,000 | -10.0% | 26,436 | -17.4% | 0.02% | -19.2% |
| Q4 2015 | $2,670,000 | -4.7% | 32,018 | -4.0% | 0.03% | -3.7% |
| Q3 2015 | $2,801,000 | -56.0% | 33,336 | -51.7% | 0.03% | 0.0% |
| Q2 2015 | $6,364,000 | +83.0% | 69,016 | +83.7% | 0.03% | -6.9% |
| Q1 2015 | $3,477,000 | -46.7% | 37,569 | -46.0% | 0.03% | +3.6% |
| Q4 2014 | $6,520,000 | +51.9% | 69,524 | +45.9% | 0.03% | -26.3% |
| Q3 2014 | $4,292,000 | -0.3% | 47,662 | -0.0% | 0.04% | +2.7% |
| Q2 2014 | $4,305,000 | +40.8% | 47,682 | +35.5% | 0.04% | +60.9% |
| Q1 2014 | $3,057,000 | +2.8% | 35,187 | +1.1% | 0.02% | 0.0% |
| Q4 2013 | $2,975,000 | -51.9% | 34,812 | -56.0% | 0.02% | -46.5% |
| Q3 2013 | $6,191,000 | -2.4% | 79,044 | -5.6% | 0.04% | -17.3% |
| Q2 2013 | $6,346,000 | – | 83,758 | – | 0.05% | – |
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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% |