ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,028 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $313,057 | -2.6% | 1,720 | 0.0% | 0.12% | +0.9% |
| Q1 2024 | $321,313 | +7.4% | 1,720 | 0.0% | 0.12% | -1.7% |
| Q4 2023 | $299,091 | +13.0% | 1,720 | 0.0% | 0.12% | +0.9% |
| Q3 2023 | $264,605 | -4.6% | 1,720 | 0.0% | 0.12% | -0.8% |
| Q2 2023 | $277,247 | -4.5% | 1,720 | -10.1% | 0.12% | -9.9% |
| Q1 2023 | $290,317 | +4.6% | 1,913 | 0.0% | 0.13% | +1.6% |
| Q4 2022 | $277,519 | +12.8% | 1,913 | 0.0% | 0.13% | -3.7% |
| Q3 2022 | $246,000 | -6.5% | 1,913 | 0.0% | 0.13% | -1.5% |
| Q2 2022 | $263,000 | -1.9% | 1,913 | +11.2% | 0.14% | +7.9% |
| Q1 2022 | $268,000 | -0.4% | 1,720 | 0.0% | 0.13% | +2.4% |
| Q4 2021 | $269,000 | +7.6% | 1,720 | 0.0% | 0.12% | -2.4% |
| Q3 2021 | $250,000 | -1.6% | 1,720 | 0.0% | 0.13% | -1.6% |
| Q2 2021 | $254,000 | +4.5% | 1,720 | 0.0% | 0.13% | -3.0% |
| Q1 2021 | $243,000 | +10.5% | 1,720 | 0.0% | 0.13% | +5.6% |
| Q4 2020 | $220,000 | – | 1,720 | – | 0.12% | – |
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% |