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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,871,000 | +34.9% | 18,436 | +35.7% | 0.00% | +100.0% |
| Q4 2021 | $2,128,000 | +7.4% | 13,588 | -0.3% | 0.00% | 0.0% |
| Q3 2021 | $1,982,000 | -7.8% | 13,631 | -6.4% | 0.00% | 0.0% |
| Q2 2021 | $2,150,000 | +9.8% | 14,565 | +5.0% | 0.00% | 0.0% |
| Q1 2021 | $1,958,000 | +86.8% | 13,865 | +69.4% | 0.00% | 0.0% |
| Q4 2020 | $1,048,000 | -17.7% | 8,183 | -27.7% | 0.00% | 0.0% |
| Q3 2020 | $1,273,000 | -20.0% | 11,324 | -23.0% | 0.00% | 0.0% |
| Q2 2020 | $1,591,000 | +307.9% | 14,701 | +339.9% | 0.00% | – |
| Q2 2019 | $390,000 | +28.7% | 3,342 | +11.6% | 0.00% | – |
| Q4 2018 | $303,000 | +39.6% | 2,995 | +39.6% | 0.00% | – |
| Q4 2016 | $217,000 | +2.8% | 2,145 | -3.6% | 0.00% | – |
| Q3 2016 | $211,000 | -63.9% | 2,226 | -64.6% | 0.00% | -100.0% |
| Q2 2016 | $584,000 | -0.2% | 6,285 | -3.4% | 0.00% | 0.0% |
| Q1 2016 | $585,000 | -18.2% | 6,505 | -19.5% | 0.00% | 0.0% |
| Q4 2015 | $715,000 | +1.3% | 8,082 | -3.8% | 0.00% | 0.0% |
| Q3 2015 | $706,000 | -18.0% | 8,399 | -10.0% | 0.00% | -50.0% |
| Q2 2015 | $861,000 | -6.6% | 9,334 | -6.3% | 0.00% | 0.0% |
| Q1 2015 | $922,000 | -12.4% | 9,961 | -11.2% | 0.00% | 0.0% |
| Q4 2014 | $1,052,000 | – | 11,220 | – | 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% |