ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 173 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,408 | +53.2% | 8,829 | +67.6% | 0.00% | -50.0% |
| Q3 2021 | $275,000 | -38.2% | 5,267 | -36.9% | 0.01% | -38.5% |
| Q2 2021 | $445,000 | +24.0% | 8,352 | +17.0% | 0.01% | -35.0% |
| Q1 2021 | $359,000 | -32.1% | 7,139 | -43.5% | 0.02% | +81.8% |
| Q3 2020 | $529,000 | +98.1% | 12,632 | +104.3% | 0.01% | +450.0% |
| Q3 2019 | $267,000 | -40.7% | 6,182 | -40.4% | 0.00% | -50.0% |
| Q1 2019 | $450,000 | -32.3% | 10,380 | -29.7% | 0.00% | 0.0% |
| Q3 2018 | $665,000 | +36.3% | 14,760 | +35.2% | 0.00% | +100.0% |
| Q2 2018 | $488,000 | -36.5% | 10,921 | -33.8% | 0.00% | -50.0% |
| Q1 2018 | $769,000 | +5.1% | 16,500 | +6.5% | 0.00% | -80.0% |
| Q4 2017 | $732,000 | +38.6% | 15,492 | +10.9% | 0.02% | -93.0% |
| Q2 2016 | $528,000 | -21.9% | 13,970 | -12.0% | 0.29% | -49.8% |
| Q4 2014 | $676,000 | – | 15,884 | – | 0.57% | – |
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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% |