ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 757 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $754,977 | -2.6% | 4,148 | 0.0% | 0.13% | -5.1% |
| Q1 2024 | $774,888 | +7.4% | 4,148 | 0.0% | 0.14% | 0.0% |
| Q4 2023 | $721,296 | +13.0% | 4,148 | 0.0% | 0.14% | +2.3% |
| Q3 2023 | $638,128 | -4.6% | 4,148 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $668,616 | +6.2% | 4,148 | 0.0% | 0.14% | +1.5% |
| Q1 2023 | $629,500 | +4.6% | 4,148 | 0.0% | 0.13% | -6.3% |
| Q4 2022 | $601,750 | +12.9% | 4,148 | 0.0% | 0.14% | 0.0% |
| Q3 2022 | $533,000 | -6.5% | 4,148 | 0.0% | 0.14% | -5.3% |
| Q2 2022 | $570,000 | -11.8% | 4,148 | 0.0% | 0.15% | +9.4% |
| Q1 2022 | $646,000 | -0.6% | 4,148 | 0.0% | 0.14% | +11.3% |
| Q4 2021 | $650,000 | +7.8% | 4,148 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $603,000 | -1.5% | 4,148 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $612,000 | +4.4% | 4,148 | 0.0% | 0.13% | -3.8% |
| Q1 2021 | $586,000 | -16.3% | 4,148 | -24.2% | 0.13% | -23.8% |
| Q4 2020 | $700,000 | +13.8% | 5,470 | 0.0% | 0.17% | +1.8% |
| Q3 2020 | $615,000 | +3.9% | 5,470 | 0.0% | 0.17% | -4.0% |
| Q2 2020 | $592,000 | +12.5% | 5,470 | 0.0% | 0.18% | -10.2% |
| Q1 2020 | $526,000 | -26.1% | 5,470 | 0.0% | 0.20% | +5.4% |
| Q4 2019 | $712,000 | +9.2% | 5,470 | 0.0% | 0.19% | -2.1% |
| Q3 2019 | $652,000 | – | 5,470 | – | 0.19% | – |
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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% |