ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,236 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $374 | -85.6% | 2,000 | -86.6% | 0.00% | -75.0% |
| Q4 2023 | $2,605 | +32.3% | 14,978 | +17.0% | 0.00% | +33.3% |
| Q3 2023 | $1,969 | -57.7% | 12,800 | -55.7% | 0.00% | -57.1% |
| Q2 2023 | $4,658 | +31.1% | 28,900 | +18.0% | 0.01% | +40.0% |
| Q4 2022 | $3,554 | -99.8% | 24,500 | +60.1% | 0.01% | +66.7% |
| Q3 2022 | $1,966,000 | +163.2% | 15,300 | +218.8% | 0.00% | +200.0% |
| Q1 2022 | $747,000 | -64.9% | 4,800 | -64.7% | 0.00% | -66.7% |
| Q4 2021 | $2,130,000 | +66.4% | 13,600 | +54.5% | 0.00% | +50.0% |
| Q3 2021 | $1,280,000 | +35.3% | 8,800 | +31.3% | 0.00% | +100.0% |
| Q1 2021 | $946,000 | -14.5% | 6,700 | -41.7% | 0.00% | 0.0% |
| Q1 2020 | $1,107,000 | +200.0% | 11,500 | +271.0% | 0.00% | – |
| Q3 2019 | $369,000 | +9.2% | 3,100 | +6.9% | 0.00% | – |
| Q2 2019 | $338,000 | -52.4% | 2,900 | -54.0% | 0.00% | -100.0% |
| Q1 2019 | $710,000 | -34.4% | 6,300 | -41.1% | 0.00% | 0.0% |
| Q4 2018 | $1,082,000 | -26.1% | 10,700 | -19.5% | 0.00% | 0.0% |
| Q2 2018 | $1,465,000 | – | 13,300 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Windmill Hill Asset Management Ltd | 349,920 | $48,100,000 | 24.84% |
| HOME FEDERAL BANK OF TENNESSEE | 425,054 | $58,428,000 | 22.78% |
| Johnson Midwest Financial, LLC | 112,513 | $15,466,000 | 20.80% |
| LPWM LLC | 240,267 | $33,414,000 | 18.63% |
| Halpern Financial, Inc. | 258,370 | $35,515,545 | 13.85% |
| LVZ, Inc. | 595,112 | $81,804,000 | 13.72% |
| Praetorian Wealth Management, Inc. | 243,206 | $33,431,000 | 12.28% |
| Barber Financial Group, Inc. | 542,018 | $74,506,000 | 12.20% |
| Powell Investment Advisors, LLC | 143,029 | $19,661,000 | 11.92% |
| Strategic Wealth Partners Group, LLC | 351,059 | $48,257,000 | 10.74% |