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 | $5,513,323 | +8.9% | 35,838 | +14.1% | 0.02% | +10.5% |
| Q2 2023 | $5,061,371 | +13.3% | 31,400 | +6.6% | 0.02% | +5.6% |
| Q1 2023 | $4,468,348 | +1.7% | 29,444 | -2.8% | 0.02% | -5.3% |
| Q4 2022 | $4,394,635 | +170.3% | 30,293 | +139.4% | 0.02% | +171.4% |
| Q3 2022 | $1,626,000 | -8.9% | 12,652 | -2.5% | 0.01% | -12.5% |
| Q2 2022 | $1,785,000 | +11.9% | 12,982 | +26.8% | 0.01% | +33.3% |
| Q1 2022 | $1,595,000 | +16.3% | 10,240 | +17.0% | 0.01% | +50.0% |
| Q4 2021 | $1,371,000 | +16.0% | 8,755 | +7.7% | 0.00% | 0.0% |
| Q3 2021 | $1,182,000 | -4.4% | 8,127 | -2.9% | 0.00% | 0.0% |
| Q2 2021 | $1,236,000 | -8.3% | 8,374 | -12.2% | 0.00% | -20.0% |
| Q1 2021 | $1,348,000 | +31.9% | 9,543 | +19.6% | 0.01% | +25.0% |
| Q4 2020 | $1,022,000 | +73.8% | 7,980 | +52.7% | 0.00% | +100.0% |
| Q3 2020 | $588,000 | -31.8% | 5,226 | -34.4% | 0.00% | -50.0% |
| Q2 2020 | $862,000 | -30.3% | 7,970 | -38.0% | 0.00% | -50.0% |
| Q1 2020 | $1,237,000 | -23.1% | 12,848 | +3.9% | 0.01% | 0.0% |
| Q4 2019 | $1,609,000 | +25.4% | 12,368 | +14.8% | 0.01% | +14.3% |
| Q3 2019 | $1,283,000 | +24.4% | 10,769 | +21.8% | 0.01% | +16.7% |
| Q2 2019 | $1,031,000 | -21.2% | 8,843 | -23.8% | 0.01% | -25.0% |
| Q1 2019 | $1,309,000 | +56.4% | 11,607 | +40.3% | 0.01% | +33.3% |
| Q4 2018 | $837,000 | -47.6% | 8,272 | -40.1% | 0.01% | -40.0% |
| Q3 2018 | $1,598,000 | -13.6% | 13,799 | -17.9% | 0.01% | -23.1% |
| Q2 2018 | $1,850,000 | +6.7% | 16,802 | +6.0% | 0.01% | +8.3% |
| Q1 2018 | $1,734,000 | +1.0% | 15,855 | +5.6% | 0.01% | 0.0% |
| Q4 2017 | $1,716,000 | +74.2% | 15,021 | +64.6% | 0.01% | +71.4% |
| Q3 2017 | $985,000 | +56.1% | 9,125 | +51.8% | 0.01% | +40.0% |
| Q2 2017 | $631,000 | +55.4% | 6,010 | +55.7% | 0.01% | +66.7% |
| Q1 2017 | $406,000 | +3.8% | 3,860 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $391,000 | +6.5% | 3,860 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $367,000 | +14.0% | 3,860 | +11.5% | 0.00% | 0.0% |
| Q2 2016 | $322,000 | -11.5% | 3,461 | -14.4% | 0.00% | 0.0% |
| Q1 2016 | $364,000 | +1.7% | 4,045 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $358,000 | +2.3% | 4,045 | -3.2% | 0.00% | 0.0% |
| Q3 2015 | $350,000 | -11.4% | 4,178 | -2.4% | 0.00% | +200.0% |
| Q2 2015 | $395,000 | -2.7% | 4,282 | -2.3% | 0.00% | 0.0% |
| Q1 2015 | $406,000 | +0.7% | 4,384 | +1.9% | 0.00% | 0.0% |
| Q4 2014 | $403,000 | +27.9% | 4,304 | +22.6% | 0.00% | 0.0% |
| Q3 2014 | $315,000 | -0.6% | 3,510 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $317,000 | +4.3% | 3,510 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $304,000 | +12.2% | 3,510 | +10.4% | 0.00% | – |
| Q4 2013 | $271,000 | +12.4% | 3,180 | +3.2% | 0.00% | – |
| Q3 2013 | $241,000 | +3.4% | 3,080 | 0.0% | 0.00% | – |
| Q2 2013 | $233,000 | – | 3,080 | – | 0.00% | – |
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% |