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 | $835,285 | +49.6% | 5,382 | +55.4% | 0.01% | +50.0% |
| Q2 2023 | $558,201 | -23.0% | 3,463 | -27.5% | 0.01% | -25.0% |
| Q1 2023 | $725,108 | -3.7% | 4,778 | -7.9% | 0.01% | -11.1% |
| Q4 2022 | $752,913 | +12.9% | 5,190 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $667,000 | -6.5% | 5,190 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $713,000 | -4.7% | 5,190 | +8.1% | 0.01% | +12.5% |
| Q1 2022 | $748,000 | -26.1% | 4,803 | -25.7% | 0.01% | -11.1% |
| Q4 2021 | $1,012,000 | +7.7% | 6,463 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $940,000 | -1.5% | 6,463 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $954,000 | +0.4% | 6,463 | -3.9% | 0.01% | -9.1% |
| Q1 2021 | $950,000 | +39.3% | 6,728 | +26.3% | 0.01% | +37.5% |
| Q4 2020 | $682,000 | – | 5,328 | – | 0.01% | – |
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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% |