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 | $9,038 | +0.0% | 58,750 | +4.8% | 1.08% | +6.4% |
| Q2 2023 | $9,036 | +3.9% | 56,055 | -2.2% | 1.02% | -0.2% |
| Q1 2023 | $8,696 | +3.8% | 57,301 | -0.8% | 1.02% | -3.4% |
| Q4 2022 | $8,377 | -99.9% | 57,744 | +0.1% | 1.06% | +8.3% |
| Q3 2022 | $7,411,000 | -6.2% | 57,665 | +0.3% | 0.98% | +1.6% |
| Q2 2022 | $7,903,000 | -11.9% | 57,495 | -0.1% | 0.96% | +6.7% |
| Q1 2022 | $8,966,000 | +0.2% | 57,575 | +0.8% | 0.90% | +7.6% |
| Q4 2021 | $8,946,000 | +7.2% | 57,115 | -0.5% | 0.84% | -2.2% |
| Q3 2021 | $8,348,000 | -3.1% | 57,403 | -1.6% | 0.86% | -2.4% |
| Q2 2021 | $8,617,000 | +8.8% | 58,365 | +4.1% | 0.88% | -0.2% |
| Q1 2021 | $7,917,000 | +14.2% | 56,051 | +3.5% | 0.88% | +7.1% |
| Q4 2020 | $6,930,000 | +13.8% | 54,135 | -0.1% | 0.82% | -1.0% |
| Q3 2020 | $6,092,000 | +3.8% | 54,175 | -0.2% | 0.83% | -8.6% |
| Q2 2020 | $5,871,000 | +16.2% | 54,258 | +3.4% | 0.91% | -5.9% |
| Q1 2020 | $5,053,000 | -25.3% | 52,496 | +1.0% | 0.96% | -4.6% |
| Q4 2019 | $6,765,000 | +8.4% | 52,001 | -0.7% | 1.01% | -1.9% |
| Q3 2019 | $6,239,000 | -1.9% | 52,365 | -4.1% | 1.03% | -3.3% |
| Q2 2019 | $6,362,000 | +2.9% | 54,580 | -0.4% | 1.07% | +7.2% |
| Q1 2019 | $6,180,000 | +10.9% | 54,812 | -0.5% | 1.00% | -2.2% |
| Q4 2018 | $5,574,000 | -12.3% | 55,107 | +0.5% | 1.02% | +6.4% |
| Q3 2018 | $6,353,000 | +5.9% | 54,841 | +0.7% | 0.96% | -3.6% |
| Q2 2018 | $6,000,000 | -1.8% | 54,484 | -2.4% | 0.99% | -3.1% |
| Q1 2018 | $6,107,000 | -1.9% | 55,850 | +2.5% | 1.02% | -0.8% |
| Q4 2017 | $6,224,000 | +51.1% | 54,486 | +42.7% | 1.03% | +42.5% |
| Q3 2017 | $4,119,000 | +3.3% | 38,174 | +0.5% | 0.72% | -0.4% |
| Q2 2017 | $3,988,000 | +3.7% | 37,991 | +2.8% | 0.73% | +1.7% |
| Q1 2017 | $3,844,000 | +7.2% | 36,944 | +4.4% | 0.72% | +3.3% |
| Q4 2016 | $3,587,000 | +13.3% | 35,379 | +6.1% | 0.69% | +14.4% |
| Q3 2016 | $3,166,000 | +0.1% | 33,345 | -2.1% | 0.60% | -5.8% |
| Q2 2016 | $3,163,000 | +7.4% | 34,050 | +4.0% | 0.64% | +8.3% |
| Q1 2016 | $2,945,000 | +3.4% | 32,745 | +1.8% | 0.59% | +4.4% |
| Q4 2015 | $2,847,000 | +8.9% | 32,160 | +3.4% | 0.57% | +4.6% |
| Q3 2015 | $2,614,000 | -2.2% | 31,110 | +7.4% | 0.54% | +9.3% |
| Q2 2015 | $2,672,000 | +7.4% | 28,975 | +7.8% | 0.50% | +8.5% |
| Q1 2015 | $2,488,000 | +22.3% | 26,875 | +23.9% | 0.46% | +18.7% |
| Q4 2014 | $2,034,000 | +14.8% | 21,690 | +10.2% | 0.39% | +13.9% |
| Q3 2014 | $1,772,000 | +7.6% | 19,675 | +7.9% | 0.34% | +10.8% |
| Q2 2014 | $1,647,000 | +8.1% | 18,240 | +4.1% | 0.31% | +3.7% |
| Q1 2014 | $1,523,000 | +11.2% | 17,530 | +9.5% | 0.30% | +10.5% |
| Q4 2013 | $1,369,000 | +23.9% | 16,015 | +13.5% | 0.27% | +13.1% |
| Q3 2013 | $1,105,000 | +98.4% | 14,115 | +92.2% | 0.24% | +84.4% |
| Q2 2013 | $557,000 | – | 7,345 | – | 0.13% | – |
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% |