ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,789 | -43.8% | 5,485 | -40.5% | 0.00% | -100.0% |
| Q2 2023 | $465,514 | +94.0% | 9,211 | +44.9% | 0.00% | 0.0% |
| Q3 2022 | $240,000 | -22.6% | 6,356 | -12.3% | 0.00% | 0.0% |
| Q2 2022 | $310,000 | -20.1% | 7,251 | -6.2% | 0.00% | 0.0% |
| Q1 2022 | $388,000 | -16.2% | 7,729 | -9.2% | 0.00% | 0.0% |
| Q4 2021 | $463,000 | -2.7% | 8,510 | -6.9% | 0.00% | 0.0% |
| Q3 2021 | $476,000 | -6.3% | 9,140 | -4.2% | 0.00% | 0.0% |
| Q2 2021 | $508,000 | +6.1% | 9,537 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $479,000 | +11.7% | 9,532 | +6.5% | 0.00% | 0.0% |
| Q4 2020 | $429,000 | -32.2% | 8,952 | -40.8% | 0.00% | -50.0% |
| Q3 2020 | $633,000 | -1.2% | 15,124 | -4.6% | 0.00% | 0.0% |
| Q2 2020 | $641,000 | -2.7% | 15,861 | -14.9% | 0.00% | -33.3% |
| Q1 2020 | $659,000 | -33.5% | 18,643 | -11.7% | 0.00% | 0.0% |
| Q4 2019 | $991,000 | -11.3% | 21,113 | -18.2% | 0.00% | -25.0% |
| Q3 2019 | $1,117,000 | -17.3% | 25,806 | -15.8% | 0.00% | -20.0% |
| Q2 2019 | $1,351,000 | -0.3% | 30,652 | -1.8% | 0.01% | -16.7% |
| Q1 2019 | $1,355,000 | -0.2% | 31,221 | -10.1% | 0.01% | -14.3% |
| Q4 2018 | $1,358,000 | -14.3% | 34,712 | -1.3% | 0.01% | 0.0% |
| Q3 2018 | $1,585,000 | +1.0% | 35,173 | +0.1% | 0.01% | -12.5% |
| Q2 2018 | $1,570,000 | -0.7% | 35,123 | +3.6% | 0.01% | -11.1% |
| Q1 2018 | $1,581,000 | +35.7% | 33,902 | +37.5% | 0.01% | +28.6% |
| Q4 2017 | $1,165,000 | +50.3% | 24,659 | +49.1% | 0.01% | +40.0% |
| Q3 2017 | $775,000 | +9.5% | 16,540 | +3.6% | 0.01% | 0.0% |
| Q2 2017 | $708,000 | +5.8% | 15,971 | -0.1% | 0.01% | 0.0% |
| Q1 2017 | $669,000 | -11.0% | 15,983 | -17.6% | 0.01% | -16.7% |
| Q4 2016 | $752,000 | -17.0% | 19,388 | -15.8% | 0.01% | -25.0% |
| Q3 2016 | $906,000 | -26.6% | 23,014 | -29.5% | 0.01% | -33.3% |
| Q2 2016 | $1,234,000 | +28.3% | 32,645 | +32.7% | 0.01% | +9.1% |
| Q1 2016 | $962,000 | +8.5% | 24,609 | +11.3% | 0.01% | +10.0% |
| Q4 2015 | $887,000 | +12.0% | 22,105 | +11.1% | 0.01% | -23.1% |
| Q3 2015 | $792,000 | -26.8% | 19,902 | -17.1% | 0.01% | -78.0% |
| Q3 2014 | $1,082,000 | -7.8% | 23,995 | -0.7% | 0.06% | -15.7% |
| Q2 2014 | $1,174,000 | -2.2% | 24,170 | -2.9% | 0.07% | -1.4% |
| Q1 2014 | $1,201,000 | +1.7% | 24,885 | 0.0% | 0.07% | -1.4% |
| Q4 2013 | $1,181,000 | +4.3% | 24,885 | -3.0% | 0.07% | -4.0% |
| Q3 2013 | $1,132,000 | -23.6% | 25,651 | -32.9% | 0.08% | +74.4% |
| Q2 2013 | $1,481,000 | – | 38,215 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| METLIFE INC | 11,888 | $568,843 | 5.80% |
| Arrow Investment Advisors, LLC | 104,313 | $4,978,860 | 3.98% |
| KM Capital Management Ltd. | 73,283 | $3,497,797 | 2.39% |
| One Wealth Advisors, LLC | 144,524 | $6,898,131 | 1.53% |
| Stelac Advisory Services LLC | 58,807 | $2,807,977 | 1.53% |
| Providence First Trust Co | 55,482 | $2,648,156 | 1.48% |
| Barry Investment Advisors, LLC | 85,307 | $4,071,748 | 1.47% |
| ShoreHaven Wealth Partners, LLC | 36,100 | $1,723,053 | 1.18% |
| Willis Johnson & Associates, Inc. | 224,455 | $10,713,250 | 1.10% |
| Palisades Hudson Asset Management, L.P. | 41,597 | $1,985 | 1.09% |