ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $242,000 | -87.8% | 6,035 | -87.9% | 0.08% | -87.9% |
| Q3 2015 | $1,982,000 | -16.9% | 49,801 | -8.7% | 0.63% | -11.3% |
| Q2 2015 | $2,384,000 | +9.4% | 54,536 | +10.8% | 0.71% | +11.8% |
| Q1 2015 | $2,179,000 | +50.8% | 49,216 | +44.9% | 0.63% | +47.4% |
| Q4 2014 | $1,445,000 | +1.8% | 33,970 | +7.9% | 0.43% | -5.5% |
| Q3 2014 | $1,419,000 | +5.1% | 31,485 | +13.3% | 0.46% | +8.3% |
| Q2 2014 | $1,350,000 | +23.9% | 27,785 | +23.1% | 0.42% | +12.9% |
| Q1 2014 | $1,090,000 | +24.1% | 22,575 | +22.1% | 0.37% | +25.3% |
| Q4 2013 | $878,000 | – | 18,495 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| METLIFE INC | 12,206 | $553,810 | 5.80% |
| Checchi Capital Advisers, LLC | 393,821 | $17,836,158 | 1.85% |
| Providence First Trust Co | 56,648 | $2,565,588 | 1.51% |
| One Wealth Advisors, LLC | 134,786 | $6,104,458 | 1.39% |
| Willis Johnson & Associates, Inc. | 220,122 | $9,969,340 | 1.30% |
| LaSalle St. Investment Advisors, LLC | 56,607 | $2,563 | 1.21% |
| Stelac Advisory Services LLC | 58,706 | $2,658,795 | 1.20% |
| Palisades Hudson Asset Management, L.P. | 42,360 | $1,918 | 1.06% |
| ShoreHaven Wealth Partners, LLC | 33,037 | $1,496,246 | 1.06% |
| Karpus Management, Inc. | 643,653 | $29,151,035 | 0.98% |