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 2021 | $1,622,000 | -0.1% | 11,155 | +19.8% | 0.08% | -3.8% |
| Q2 2021 | $1,624,000 | -99.7% | 9,309 | +168.6% | 0.08% | +85.7% |
| Q1 2021 | $489,478,000 | +46472.6% | 3,466 | -57.8% | 0.04% | -79.4% |
| Q4 2020 | $1,051,000 | +41.3% | 8,210 | +19.4% | 0.20% | -12.4% |
| Q3 2020 | $744,000 | 0.0% | 6,876 | 0.0% | 0.23% | +8.9% |
| Q2 2020 | $744,000 | +42.0% | 6,876 | +25.2% | 0.21% | +154.8% |
| Q1 2020 | $524,000 | +19.6% | 5,490 | +63.2% | 0.08% | -8.7% |
| Q4 2019 | $438,000 | +4.0% | 3,364 | -4.8% | 0.09% | +9.5% |
| Q3 2019 | $421,000 | -67.1% | 3,533 | -67.8% | 0.08% | -86.1% |
| Q2 2019 | $1,278,000 | +189.8% | 10,963 | +180.3% | 0.61% | +639.0% |
| Q1 2019 | $441,000 | – | 3,911 | – | 0.08% | – |
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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% |