ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 205 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,515,000 | -11.7% | 52,690 | -6.5% | 0.78% | -8.9% |
| Q2 2023 | $2,847,000 | +1.0% | 56,337 | -0.0% | 0.86% | +0.4% |
| Q1 2023 | $2,818,000 | -40.2% | 56,339 | -44.0% | 0.86% | -21.3% |
| Q3 2017 | $4,715,000 | +2.4% | 100,604 | -3.1% | 1.09% | -23.2% |
| Q2 2017 | $4,603,000 | -79.5% | 103,853 | -77.6% | 1.42% | -46.3% |
| Q2 2014 | $22,476,000 | – | 462,750 | – | 2.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| METLIFE INC | 12,206 | $553,810 | 5.80% |
| Checchi Capital Advisers, LLC | 393,821 | $17,836,158 | 1.85% |
| Providence First Trust Co | 56,648 | $2,565,588 | 1.51% |
| One Wealth Advisors, LLC | 134,786 | $6,104,458 | 1.39% |
| Willis Johnson & Associates, Inc. | 220,122 | $9,969,340 | 1.30% |
| LaSalle St. Investment Advisors, LLC | 56,607 | $2,563 | 1.21% |
| Stelac Advisory Services LLC | 58,706 | $2,658,795 | 1.20% |
| Palisades Hudson Asset Management, L.P. | 42,360 | $1,918 | 1.06% |
| ShoreHaven Wealth Partners, LLC | 33,037 | $1,496,246 | 1.06% |
| Karpus Management, Inc. | 643,653 | $29,151,035 | 0.98% |