ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,236 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $17,187 | +37.3% | 92 | +27.8% | 0.00% | +100.0% |
Q4 2023 | $12,520 | +13.0% | 72 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $11,076 | -4.6% | 72 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $11,606 | +6.2% | 72 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $10,927 | +4.6% | 72 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $10,445 | +16.1% | 72 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $9,000 | -76.9% | 72 | -79.1% | 0.00% | -83.3% |
Q3 2020 | $39,000 | – | 344 | – | 0.01% | – |
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% |