ISHARES TR's ticker is IEV and the CUSIP is 464287861.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,000 | -92.4% | 125 | -90.7% | 0.00% | -100.0% |
| Q2 2014 | $66,000 | +29.4% | 1,350 | +28.6% | 0.00% | 0.0% |
| Q1 2014 | $51,000 | -1.9% | 1,050 | -15.5% | 0.00% | +100.0% |
| Q2 2011 | $52,000 | 0.0% | 1,242 | 0.0% | 0.00% | 0.0% |
| Q1 2011 | $52,000 | +6.1% | 1,242 | 0.0% | 0.00% | 0.0% |
| Q4 2010 | $49,000 | – | 1,242 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Manifold Partners, LLC | 34,500 | $1,520,000 | 14.58% |
| Lee Financial Co | 484,881 | $21,369,000 | 4.83% |
| Stelac Advisory Services LLC | 77,828 | $3,430,000 | 2.63% |
| METLIFE INC | 15,945 | $702,696 | 2.43% |
| EFG Asset Management (Americas) Corp. | 175,704 | $7,851,000 | 2.24% |
| Palisades Hudson Asset Management, L.P. | 44,167 | $1,946,000 | 1.35% |
| GYL FINANCIAL SYNERGIES, LLC | 56,554 | $2,492,000 | 1.32% |
| Vishria Bird Financial Group, LLC | 24,910 | $1,098,000 | 1.10% |
| BigSur Wealth Management LLC | 35,399 | $1,565,000 | 1.09% |
| Intercontinental Wealth Advisors, LLC | 47,227 | $2,081,000 | 1.08% |