ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 627 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $696,916 | -2.6% | 3,829 | 0.0% | 0.01% | -6.7% |
| Q1 2024 | $715,295 | +10.0% | 3,829 | +2.4% | 0.02% | 0.0% |
| Q4 2023 | $650,175 | +9.9% | 3,739 | -2.7% | 0.02% | 0.0% |
| Q3 2023 | $591,361 | -4.6% | 3,844 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $619,614 | +6.2% | 3,844 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $583,365 | -15.5% | 3,844 | -19.2% | 0.02% | -20.0% |
| Q4 2022 | $690,388 | +35.4% | 4,759 | +19.9% | 0.02% | +17.6% |
| Q3 2022 | $510,000 | -21.3% | 3,970 | -15.8% | 0.02% | -22.7% |
| Q2 2022 | $648,000 | -12.4% | 4,713 | -0.8% | 0.02% | 0.0% |
| Q1 2022 | $740,000 | -0.5% | 4,750 | 0.0% | 0.02% | -4.3% |
| Q4 2021 | $744,000 | +6.1% | 4,750 | -1.5% | 0.02% | -4.2% |
| Q3 2021 | $701,000 | -0.3% | 4,820 | +1.2% | 0.02% | -14.3% |
| Q2 2021 | $703,000 | +20.2% | 4,763 | +15.1% | 0.03% | +7.7% |
| Q1 2021 | $585,000 | +10.4% | 4,139 | 0.0% | 0.03% | +4.0% |
| Q4 2020 | $530,000 | +349.2% | 4,139 | +295.7% | 0.02% | +316.7% |
| Q3 2020 | $118,000 | +9.3% | 1,046 | +5.1% | 0.01% | -14.3% |
| Q2 2020 | $108,000 | -44.6% | 995 | -50.9% | 0.01% | -58.8% |
| Q1 2020 | $195,000 | -66.8% | 2,025 | -55.1% | 0.02% | -60.5% |
| Q4 2019 | $587,000 | +79.0% | 4,510 | +63.9% | 0.04% | +59.3% |
| Q3 2019 | $328,000 | +18.4% | 2,752 | +15.8% | 0.03% | +12.5% |
| Q2 2019 | $277,000 | +58.3% | 2,377 | +53.3% | 0.02% | +60.0% |
| Q1 2019 | $175,000 | +11.5% | 1,551 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $157,000 | +45.4% | 1,551 | +66.8% | 0.02% | +36.4% |
| Q3 2018 | $108,000 | +5.9% | 930 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $102,000 | 0.0% | 930 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $102,000 | +1175.0% | 930 | +944.9% | 0.01% | +1100.0% |
| Q3 2016 | $8,000 | 0.0% | 89 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | -90.2% | 89 | -89.9% | 0.00% | -94.4% |
| Q2 2015 | $82,000 | 0.0% | 884 | 0.0% | 0.02% | -10.0% |
| Q1 2015 | $82,000 | – | 884 | – | 0.02% | – |
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% |