ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 757 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $814,031 | -4.6% | 4,472 | -2.1% | 0.20% | -1.5% |
| Q1 2024 | $853,166 | +10.2% | 4,567 | +2.6% | 0.20% | +1.0% |
| Q4 2023 | $774,218 | +18.9% | 4,452 | +5.2% | 0.20% | +4.7% |
| Q3 2023 | $651,181 | -7.7% | 4,233 | -3.3% | 0.19% | -4.5% |
| Q2 2023 | $705,637 | +6.2% | 4,378 | +0.0% | 0.20% | -0.5% |
| Q1 2023 | $664,277 | -29.2% | 4,377 | -32.3% | 0.20% | -32.1% |
| Q4 2022 | $938,669 | +13.0% | 6,470 | 0.0% | 0.30% | -1.3% |
| Q3 2022 | $831,000 | -6.5% | 6,470 | +0.0% | 0.30% | -2.6% |
| Q2 2022 | $889,000 | -11.7% | 6,469 | +0.0% | 0.31% | -3.1% |
| Q1 2022 | $1,007,000 | +2.1% | 6,468 | +2.8% | 0.32% | +5.0% |
| Q4 2021 | $986,000 | +7.8% | 6,294 | 0.0% | 0.30% | -4.1% |
| Q3 2021 | $915,000 | -32.4% | 6,294 | -31.4% | 0.32% | -10.7% |
| Q2 2021 | $1,354,000 | +59.5% | 9,169 | +52.5% | 0.35% | +6.6% |
| Q1 2021 | $849,000 | +3.5% | 6,011 | -6.2% | 0.33% | -8.8% |
| Q4 2020 | $820,000 | +3.4% | 6,406 | -9.2% | 0.36% | -13.9% |
| Q3 2020 | $793,000 | +1.4% | 7,055 | -2.4% | 0.42% | -9.0% |
| Q2 2020 | $782,000 | +0.3% | 7,231 | -10.8% | 0.46% | -22.6% |
| Q1 2020 | $780,000 | -39.6% | 8,104 | -18.4% | 0.60% | -28.9% |
| Q4 2019 | $1,292,000 | +0.2% | 9,928 | -8.2% | 0.84% | -7.4% |
| Q3 2019 | $1,289,000 | -6.0% | 10,820 | -8.1% | 0.91% | -9.2% |
| Q2 2019 | $1,372,000 | +9.1% | 11,770 | +5.5% | 1.00% | +10.7% |
| Q1 2019 | $1,258,000 | +1.7% | 11,159 | -8.7% | 0.91% | -16.0% |
| Q4 2018 | $1,237,000 | -5.6% | 12,226 | +8.1% | 1.08% | +3.1% |
| Q3 2018 | $1,310,000 | +7.1% | 11,312 | +1.9% | 1.05% | -3.5% |
| Q2 2018 | $1,223,000 | +2.9% | 11,102 | +2.1% | 1.09% | -1.2% |
| Q1 2018 | $1,189,000 | -5.9% | 10,872 | -1.7% | 1.10% | -5.7% |
| Q4 2017 | $1,263,000 | – | 11,055 | – | 1.17% | – |
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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% |