ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,050 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $273,015 | -2.6% | 1,500 | 0.0% | 0.07% | -7.7% |
| Q1 2024 | $280,215 | +7.4% | 1,500 | 0.0% | 0.08% | -3.7% |
| Q4 2023 | $260,835 | +13.0% | 1,500 | 0.0% | 0.08% | +5.2% |
| Q3 2023 | $230,760 | -4.6% | 1,500 | 0.0% | 0.08% | +4.1% |
| Q2 2023 | $241,785 | +6.2% | 1,500 | 0.0% | 0.07% | +10.4% |
| Q1 2023 | $227,640 | +4.6% | 1,500 | 0.0% | 0.07% | -1.5% |
| Q4 2022 | $217,605 | +12.7% | 1,500 | 0.0% | 0.07% | +6.2% |
| Q3 2022 | $193,000 | -6.3% | 1,500 | 0.0% | 0.06% | -1.5% |
| Q2 2022 | $206,000 | -12.0% | 1,500 | 0.0% | 0.06% | +4.8% |
| Q1 2022 | $234,000 | -0.4% | 1,500 | 0.0% | 0.06% | +6.9% |
| Q4 2021 | $235,000 | +7.8% | 1,500 | 0.0% | 0.06% | -3.3% |
| Q3 2021 | $218,000 | -1.4% | 1,500 | 0.0% | 0.06% | -10.4% |
| Q2 2021 | $221,000 | +4.2% | 1,500 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $212,000 | +10.4% | 1,500 | 0.0% | 0.07% | +6.3% |
| Q4 2020 | $192,000 | +13.6% | 1,500 | 0.0% | 0.06% | +5.0% |
| Q3 2020 | $169,000 | +4.3% | 1,500 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $162,000 | +47.3% | 1,500 | +31.3% | 0.06% | +24.5% |
| Q1 2020 | $110,000 | – | 1,142 | – | 0.05% | – |
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% |