ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 620 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $472,498 | -2.7% | 2,600 | 0.0% | 0.01% | -14.3% |
| Q1 2024 | $485,706 | +7.4% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $452,114 | +13.0% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $399,984 | -20.0% | 2,600 | -16.1% | 0.01% | -12.5% |
| Q2 2023 | $499,689 | +26.6% | 3,100 | +19.2% | 0.01% | +14.3% |
| Q1 2023 | $394,576 | +4.6% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $377,182 | +12.9% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $334,000 | -6.4% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $357,000 | -11.9% | 2,600 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $405,000 | -0.5% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $407,000 | +7.7% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $378,000 | -1.6% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $384,000 | -3.3% | 2,600 | -7.5% | 0.01% | -14.3% |
| Q1 2021 | $397,000 | +10.3% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $360,000 | +13.9% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $316,000 | +3.9% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $304,000 | +12.6% | 2,810 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $270,000 | -26.2% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $366,000 | +9.3% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $335,000 | +2.1% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $328,000 | +3.5% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $317,000 | +11.6% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $284,000 | -12.9% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $326,000 | +5.5% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $309,000 | +0.7% | 2,810 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $307,000 | -45.2% | 2,810 | -42.7% | 0.01% | -46.7% |
| Q4 2017 | $560,000 | – | 4,900 | – | 0.02% | – |
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% |