ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $659,822 | +947.3% | 13,824 | +789.6% | 0.01% | +500.0% |
| Q2 2020 | $63,000 | -68.8% | 1,554 | -71.9% | 0.00% | -75.0% |
| Q1 2019 | $202,000 | -26.8% | 5,535 | -9.8% | 0.00% | -33.3% |
| Q3 2018 | $276,000 | -67.3% | 6,134 | -66.1% | 0.01% | -71.4% |
| Q3 2017 | $845,000 | +140.1% | 18,090 | +127.9% | 0.02% | +110.0% |
| Q2 2017 | $352,000 | +23.1% | 7,939 | +15.0% | 0.01% | +25.0% |
| Q1 2017 | $286,000 | +2.5% | 6,905 | +8.4% | 0.01% | -38.5% |
| Q2 2015 | $279,000 | +16.2% | 6,370 | +17.7% | 0.01% | -7.1% |
| Q1 2015 | $240,000 | -3.2% | 5,410 | -7.4% | 0.01% | -12.5% |
| Q4 2014 | $248,000 | -52.6% | 5,841 | -49.7% | 0.02% | -55.6% |
| Q3 2014 | $523,000 | +123.5% | 11,607 | +141.0% | 0.04% | +80.0% |
| Q2 2014 | $234,000 | +15.3% | 4,816 | +14.5% | 0.02% | -4.8% |
| Q1 2014 | $203,000 | – | 4,206 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FundX Investment Group, LLC | 1,004,752 | $47,093,000 | 19.80% |
| Arrow Investment Advisors, LLC | 398,281 | $18,667,000 | 5.61% |
| TRUE Private Wealth Advisors | 415,316 | $19,465,000 | 4.38% |
| Quantitative Advantage, LLC | 266,767 | $12,503,000 | 3.85% |
| Stelac Advisory Services LLC | 270,064 | $12,658,000 | 3.81% |
| EFG Asset Management (Americas) Corp. | 195,886 | $9,303,000 | 3.53% |
| CKW FINANCIAL GROUP | 283,443 | $13,285,000 | 3.17% |
| Round Table Services, LLC | 176,410 | $8,268,000 | 2.95% |
| BigSur Wealth Management LLC | 51,399 | $2,409,000 | 2.42% |
| FLOW TRADERS U.S. LLC | 323,680 | $15,171,000 | 1.63% |