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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $336 | -92.4% | 1,933 | -93.4% | 0.00% | -96.3% |
| Q1 2023 | $4,416 | -99.9% | 29,103 | -43.9% | 0.05% | -25.0% |
| Q3 2022 | $6,668,000 | +100.5% | 51,888 | +114.5% | 0.07% | +100.0% |
| Q2 2022 | $3,325,000 | +142.2% | 24,190 | +156.1% | 0.04% | +350.0% |
| Q3 2021 | $1,373,000 | -39.5% | 9,447 | -38.6% | 0.01% | -61.9% |
| Q2 2021 | $2,271,000 | -19.0% | 15,385 | -22.5% | 0.02% | -25.0% |
| Q1 2021 | $2,804,000 | -19.4% | 19,855 | -27.0% | 0.03% | -60.0% |
| Q4 2020 | $3,481,000 | +6.5% | 27,196 | -6.5% | 0.07% | -26.3% |
| Q3 2020 | $3,269,000 | +38.0% | 29,074 | +13.2% | 0.10% | -91.5% |
| Q2 2015 | $2,368,000 | – | 25,687 | – | 1.12% | – |
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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% |