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 | $376,397 | -14.0% | 2,068 | -11.7% | 0.01% | -17.6% |
| Q1 2024 | $437,510 | +7.4% | 2,342 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $407,251 | +12.4% | 2,342 | 0.0% | 0.02% | +6.2% |
| Q3 2023 | $362,262 | +24.8% | 2,342 | +30.0% | 0.02% | +33.3% |
| Q2 2023 | $290,304 | +33.0% | 1,801 | +25.2% | 0.01% | +20.0% |
| Q1 2023 | $218,231 | +4.6% | 1,438 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $208,611 | -20.1% | 1,438 | -14.0% | 0.01% | -9.1% |
| Q1 2022 | $261,000 | +6.1% | 1,673 | +6.4% | 0.01% | +10.0% |
| Q4 2021 | $246,000 | +7.9% | 1,572 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $228,000 | -1.7% | 1,569 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $232,000 | +5.0% | 1,569 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $221,000 | – | 1,567 | – | 0.01% | – |
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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% |