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 | $978,422 | -3.6% | 6,360 | +1.0% | 0.22% | +17.4% |
| Q2 2023 | $1,014,530 | +6.2% | 6,294 | 0.0% | 0.18% | -30.0% |
| Q1 2023 | $955,177 | -3.7% | 6,294 | -7.9% | 0.26% | +19.0% |
| Q4 2022 | $991,553 | +3.8% | 6,835 | -8.0% | 0.22% | -31.2% |
| Q3 2022 | $955,000 | -7.8% | 7,430 | -1.4% | 0.32% | +38.4% |
| Q2 2022 | $1,036,000 | -12.9% | 7,536 | -1.3% | 0.23% | +35.7% |
| Q1 2022 | $1,189,000 | +2.1% | 7,636 | +2.7% | 0.17% | +8.9% |
| Q4 2021 | $1,165,000 | +7.4% | 7,436 | -0.3% | 0.16% | +1.3% |
| Q3 2021 | $1,085,000 | -1.5% | 7,461 | 0.0% | 0.16% | +4.7% |
| Q2 2021 | $1,102,000 | +4.6% | 7,461 | 0.0% | 0.15% | -2.6% |
| Q1 2021 | $1,054,000 | +9.1% | 7,461 | -1.2% | 0.15% | +13.4% |
| Q4 2020 | $966,000 | +13.8% | 7,548 | 0.0% | 0.13% | -8.8% |
| Q3 2020 | $849,000 | +3.2% | 7,548 | -0.8% | 0.15% | +5.0% |
| Q2 2020 | $823,000 | +12.4% | 7,608 | 0.0% | 0.14% | -27.8% |
| Q1 2020 | $732,000 | -51.4% | 7,608 | -34.3% | 0.19% | -8.9% |
| Q4 2019 | $1,506,000 | +5.6% | 11,577 | -3.3% | 0.21% | -7.8% |
| Q3 2019 | $1,426,000 | -4.4% | 11,967 | -6.4% | 0.23% | -14.4% |
| Q2 2019 | $1,491,000 | -10.0% | 12,792 | -12.9% | 0.27% | -16.7% |
| Q1 2019 | $1,657,000 | +3.4% | 14,694 | -7.2% | 0.32% | -18.4% |
| Q4 2018 | $1,602,000 | -28.1% | 15,842 | -17.6% | 0.40% | +12.8% |
| Q3 2018 | $2,228,000 | +2.2% | 19,233 | -2.8% | 0.35% | -11.8% |
| Q2 2018 | $2,180,000 | -1.5% | 19,793 | -2.2% | 0.40% | -10.7% |
| Q1 2018 | $2,214,000 | -15.1% | 20,248 | -11.3% | 0.45% | +24.2% |
| Q4 2017 | $2,608,000 | +5.5% | 22,830 | -0.3% | 0.36% | -14.5% |
| Q3 2017 | $2,471,000 | +0.9% | 22,895 | -1.9% | 0.42% | -1.4% |
| Q2 2017 | $2,450,000 | +0.5% | 23,340 | -0.4% | 0.43% | -11.4% |
| Q1 2017 | $2,437,000 | -3.4% | 23,425 | -5.9% | 0.48% | +11.1% |
| Q4 2016 | $2,523,000 | -5.7% | 24,888 | -11.6% | 0.43% | -20.4% |
| Q3 2016 | $2,675,000 | +0.9% | 28,169 | -1.3% | 0.54% | -4.0% |
| Q2 2016 | $2,651,000 | -1.9% | 28,531 | -5.0% | 0.57% | -18.4% |
| Q1 2016 | $2,701,000 | -7.2% | 30,033 | -8.6% | 0.70% | +0.9% |
| Q4 2015 | $2,909,000 | -1.5% | 32,862 | -6.5% | 0.69% | -3.8% |
| Q3 2015 | $2,954,000 | -9.2% | 35,152 | -0.4% | 0.72% | +10.6% |
| Q2 2015 | $3,254,000 | -3.4% | 35,288 | -3.0% | 0.65% | -3.3% |
| Q1 2015 | $3,369,000 | -1.2% | 36,397 | +0.1% | 0.67% | +13.6% |
| Q4 2014 | $3,409,000 | -17.2% | 36,356 | -20.5% | 0.59% | -21.2% |
| Q3 2014 | $4,119,000 | -3.4% | 45,731 | -3.1% | 0.75% | +4.0% |
| Q2 2014 | $4,262,000 | -22.4% | 47,212 | -25.3% | 0.72% | -27.3% |
| Q1 2014 | $5,494,000 | -10.6% | 63,219 | -12.1% | 0.99% | -13.1% |
| Q4 2013 | $6,147,000 | +7.5% | 71,932 | -1.5% | 1.14% | -0.5% |
| Q3 2013 | $5,718,000 | +0.8% | 73,009 | -2.5% | 1.15% | -11.6% |
| Q2 2013 | $5,672,000 | – | 74,863 | – | 1.30% | – |
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% |