ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,236 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $72,056,727 | +9.9% | 385,722 | +2.3% | 11.68% | +1.9% |
| Q4 2023 | $65,544,879 | +7101187.0% | 376,933 | +6282116.7% | 11.47% | +1146500.0% |
| Q3 2023 | $923 | -4.6% | 6 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $967 | +6.1% | 6 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $911 | -8.9% | 6 | -25.0% | 0.00% | -50.0% |
| Q3 2022 | $1,000 | -90.0% | 8 | -89.5% | 0.00% | -83.3% |
| Q2 2022 | $10,000 | +11.1% | 76 | +28.8% | 0.01% | +20.0% |
| Q1 2022 | $9,000 | – | 59 | – | 0.01% | – |
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% |