ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 925 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,451 | -4.6% | 1,667 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $268,704 | +6.2% | 1,667 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $252,984 | +4.6% | 1,667 | 0.0% | 0.04% | -5.0% |
| Q4 2022 | $241,832 | +13.0% | 1,667 | 0.0% | 0.04% | -9.1% |
| Q3 2022 | $214,000 | -6.6% | 1,667 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $229,000 | -11.9% | 1,667 | 0.0% | 0.04% | -8.3% |
| Q1 2022 | $260,000 | -0.4% | 1,667 | 0.0% | 0.05% | -4.0% |
| Q4 2021 | $261,000 | +33.8% | 1,667 | +24.6% | 0.05% | +22.0% |
| Q3 2021 | $195,000 | +225.0% | 1,338 | +228.7% | 0.04% | +215.4% |
| Q2 2021 | $60,000 | +46.3% | 407 | +40.8% | 0.01% | +44.4% |
| Q1 2021 | $41,000 | +10.8% | 289 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $37,000 | -73.0% | 289 | -76.3% | 0.01% | -78.6% |
| Q3 2020 | $137,000 | +57.5% | 1,218 | +51.3% | 0.04% | +44.8% |
| Q2 2020 | $87,000 | +123.1% | 805 | +97.8% | 0.03% | +81.2% |
| Q1 2020 | $39,000 | -63.6% | 407 | -50.8% | 0.02% | -70.4% |
| Q4 2019 | $107,000 | – | 827 | – | 0.05% | – |
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% |