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 | $14,762,499 | -3.8% | 97,739 | +2.6% | 0.32% | +3.8% |
| Q2 2023 | $15,352,864 | -4.5% | 95,247 | -10.1% | 0.31% | -6.8% |
| Q1 2023 | $16,071,232 | -6.0% | 105,899 | -10.1% | 0.34% | +6.7% |
| Q4 2022 | $17,092,146 | +8.6% | 117,820 | -3.8% | 0.32% | -0.9% |
| Q3 2022 | $15,737,000 | -7.0% | 122,447 | -0.6% | 0.32% | -2.2% |
| Q2 2022 | $16,930,000 | -13.1% | 123,165 | -1.5% | 0.32% | +1.2% |
| Q1 2022 | $19,475,000 | -3.3% | 125,065 | -2.7% | 0.32% | +3.2% |
| Q4 2021 | $20,130,000 | +12.2% | 128,517 | +4.2% | 0.31% | +1.0% |
| Q3 2021 | $17,938,000 | -0.9% | 123,355 | -3.8% | 0.31% | -6.4% |
| Q1 2021 | $18,106,000 | +7.0% | 128,197 | -3.0% | 0.33% | +1.9% |
| Q4 2020 | $16,924,000 | +11.6% | 132,192 | -2.0% | 0.32% | -3.0% |
| Q3 2020 | $15,167,000 | -0.4% | 134,883 | -4.2% | 0.33% | -7.0% |
| Q2 2020 | $15,229,000 | +36.8% | 140,740 | +21.7% | 0.36% | +11.5% |
| Q1 2020 | $11,134,000 | -19.0% | 115,676 | +9.4% | 0.32% | +3.2% |
| Q4 2019 | $13,754,000 | +7.7% | 105,729 | -1.3% | 0.31% | +1.0% |
| Q3 2019 | $12,769,000 | -4.0% | 107,175 | -6.1% | 0.31% | -3.8% |
| Q2 2019 | $13,305,000 | -4.9% | 114,138 | -8.0% | 0.32% | -4.5% |
| Q1 2019 | $13,985,000 | +3.8% | 124,041 | -6.9% | 0.34% | -13.2% |
| Q4 2018 | $13,476,000 | -25.0% | 133,247 | -14.1% | 0.39% | -14.4% |
| Q3 2018 | $17,964,000 | +2.9% | 155,081 | -2.1% | 0.45% | -4.0% |
| Q2 2018 | $17,454,000 | +0.2% | 158,482 | -0.5% | 0.47% | -5.1% |
| Q1 2018 | $17,420,000 | -7.7% | 159,313 | -3.5% | 0.50% | -4.8% |
| Q4 2017 | $18,866,000 | +4.9% | 165,142 | -1.0% | 0.52% | -0.4% |
| Q3 2017 | $17,993,000 | -1.4% | 166,740 | -4.1% | 0.52% | -9.1% |
| Q2 2017 | $18,254,000 | -13.2% | 173,911 | -13.9% | 0.57% | -12.5% |
| Q1 2017 | $21,025,000 | +0.1% | 202,084 | -2.4% | 0.66% | -5.1% |
| Q4 2016 | $20,996,000 | +8.0% | 207,103 | +1.1% | 0.69% | +7.3% |
| Q3 2016 | $19,443,000 | +38.9% | 204,749 | +35.9% | 0.64% | +30.6% |
| Q2 2016 | $13,994,000 | +11.7% | 150,635 | +8.1% | 0.49% | +8.8% |
| Q1 2016 | $12,533,000 | -0.1% | 139,361 | -1.7% | 0.45% | -0.2% |
| Q4 2015 | $12,551,000 | +2.2% | 141,772 | -3.0% | 0.45% | -1.7% |
| Q3 2015 | $12,285,000 | -7.8% | 146,201 | +1.2% | 0.46% | +2.2% |
| Q2 2015 | $13,319,000 | -7.0% | 144,445 | -6.7% | 0.45% | -6.2% |
| Q1 2015 | $14,328,000 | +4.4% | 154,789 | +5.8% | 0.48% | +1.7% |
| Q4 2014 | $13,724,000 | -2.7% | 146,365 | -6.5% | 0.47% | +0.6% |
| Q3 2014 | $14,103,000 | -0.2% | 156,579 | +0.0% | 0.47% | +3.7% |
| Q2 2014 | $14,133,000 | +2.9% | 156,553 | -0.9% | 0.45% | -0.2% |
| Q1 2014 | $13,732,000 | +0.6% | 158,021 | -1.0% | 0.46% | -0.4% |
| Q4 2013 | $13,645,000 | +7.8% | 159,674 | -1.2% | 0.46% | -0.4% |
| Q3 2013 | $12,653,000 | +2.8% | 161,563 | -0.6% | 0.46% | -1.3% |
| Q2 2013 | $12,314,000 | – | 162,509 | – | 0.46% | – |
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% |