ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,033 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $389,960 | +73.7% | 2,142 | +78.2% | 0.18% | +70.1% |
| Q1 2024 | $224,535 | -40.9% | 1,202 | -45.0% | 0.11% | -44.3% |
| Q4 2023 | $380,152 | +14.3% | 2,186 | +1.2% | 0.19% | +0.5% |
| Q3 2023 | $332,521 | -6.7% | 2,161 | -2.3% | 0.19% | -1.0% |
| Q2 2023 | $356,467 | -5.9% | 2,211 | -11.4% | 0.19% | -15.4% |
| Q1 2023 | $378,620 | +22.8% | 2,495 | +17.4% | 0.23% | +16.9% |
| Q4 2022 | $308,326 | +13.4% | 2,125 | +0.5% | 0.20% | -2.5% |
| Q3 2022 | $272,000 | -5.9% | 2,115 | +0.6% | 0.20% | -2.0% |
| Q2 2022 | $289,000 | -11.3% | 2,103 | +0.4% | 0.20% | +3.0% |
| Q1 2022 | $326,000 | -0.3% | 2,095 | +0.4% | 0.20% | +1.0% |
| Q4 2021 | $327,000 | +8.3% | 2,087 | +0.4% | 0.20% | 0.0% |
| Q3 2021 | $302,000 | -1.0% | 2,078 | +0.7% | 0.20% | -1.0% |
| Q2 2021 | $305,000 | +5.2% | 2,064 | +0.3% | 0.20% | +1.5% |
| Q1 2021 | $290,000 | +10.7% | 2,057 | +0.6% | 0.20% | -1.0% |
| Q4 2020 | $262,000 | +22.4% | 2,044 | +7.4% | 0.20% | +3.1% |
| Q3 2020 | $214,000 | +4.9% | 1,903 | +0.6% | 0.19% | -10.7% |
| Q2 2020 | $204,000 | -72.5% | 1,892 | -75.4% | 0.21% | -78.4% |
| Q1 2020 | $741,000 | -27.1% | 7,704 | -1.4% | 0.99% | +16.2% |
| Q4 2019 | $1,016,000 | – | 7,812 | – | 0.85% | – |
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% |