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 | $12,987,371 | -4.6% | 84,483 | -0.0% | 3.13% | -2.2% |
| Q2 2023 | $13,611,091 | +10.3% | 84,503 | +4.0% | 3.20% | +4.4% |
| Q1 2023 | $12,335,907 | +3.2% | 81,286 | -1.3% | 3.06% | -1.7% |
| Q4 2022 | $11,947,695 | +13.4% | 82,358 | +0.5% | 3.11% | +3.4% |
| Q3 2022 | $10,536,000 | -6.8% | 81,981 | -0.3% | 3.01% | -1.1% |
| Q2 2022 | $11,305,000 | -23.1% | 82,242 | -12.9% | 3.04% | -11.8% |
| Q1 2022 | $14,702,000 | +46.3% | 94,410 | +47.2% | 3.45% | +49.9% |
| Q4 2021 | $10,048,000 | -4.3% | 64,150 | -11.1% | 2.30% | -10.5% |
| Q3 2021 | $10,495,000 | +1.6% | 72,170 | +3.2% | 2.57% | -1.8% |
| Q2 2021 | $10,329,000 | +12.0% | 69,961 | +7.1% | 2.62% | +0.8% |
| Q1 2021 | $9,225,000 | +8.6% | 65,317 | -1.5% | 2.60% | +3.0% |
| Q4 2020 | $8,491,000 | +21.5% | 66,327 | +6.7% | 2.53% | +13.3% |
| Q3 2020 | $6,988,000 | +6.1% | 62,142 | +2.1% | 2.23% | +3.2% |
| Q2 2020 | $6,585,000 | +11.0% | 60,857 | -1.3% | 2.16% | -13.6% |
| Q1 2020 | $5,934,000 | +10.4% | 61,647 | +49.1% | 2.50% | +25.5% |
| Q4 2019 | $5,377,000 | +32.5% | 41,334 | +21.3% | 1.99% | +18.8% |
| Q3 2019 | $4,059,000 | +7.8% | 34,066 | +5.5% | 1.68% | +4.0% |
| Q2 2019 | $3,766,000 | +73.8% | 32,305 | +68.1% | 1.61% | +61.2% |
| Q1 2019 | $2,167,000 | +21.9% | 19,220 | +9.4% | 1.00% | +10.7% |
| Q4 2018 | $1,777,000 | -16.1% | 17,572 | -3.9% | 0.90% | +6.4% |
| Q3 2018 | $2,118,000 | +33.4% | 18,286 | +87.3% | 0.85% | +36.7% |
| Q2 2018 | $1,588,000 | -26.2% | 9,763 | -50.4% | 0.62% | -31.2% |
| Q1 2018 | $2,151,000 | -5.1% | 19,668 | -0.9% | 0.90% | -7.5% |
| Q4 2017 | $2,267,000 | +5.5% | 19,848 | -0.3% | 0.98% | +5.6% |
| Q3 2017 | $2,148,000 | – | 19,901 | – | 0.92% | – |
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% |