ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 712 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $215,599 | -2.5% | 1,185 | +0.1% | 0.02% | -5.0% |
| Q1 2024 | $221,233 | +39.1% | 1,184 | +5.2% | 0.02% | -35.5% |
| Q1 2021 | $159,000 | +10.4% | 1,126 | 0.0% | 0.03% | +19.2% |
| Q4 2020 | $144,000 | +13.4% | 1,126 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $127,000 | +4.1% | 1,126 | 0.0% | 0.03% | -3.7% |
| Q2 2020 | $122,000 | +13.0% | 1,126 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $108,000 | -27.0% | 1,126 | -0.9% | 0.03% | -18.2% |
| Q4 2019 | $148,000 | +10.4% | 1,136 | +0.9% | 0.03% | 0.0% |
| Q3 2019 | $134,000 | +2.3% | 1,126 | 0.0% | 0.03% | -5.7% |
| Q2 2019 | $131,000 | +3.1% | 1,126 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $127,000 | +11.4% | 1,126 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $114,000 | -12.3% | 1,126 | 0.0% | 0.04% | -20.5% |
| Q3 2018 | $130,000 | +1525.0% | 1,126 | +1401.3% | 0.04% | +1366.7% |
| Q2 2018 | $8,000 | – | 75 | – | 0.00% | – |
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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% |