ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 888 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,293,147 | +4.6% | 8,521 | 0.0% | 0.30% | -2.9% |
| Q4 2022 | $1,236,000 | +12.9% | 8,521 | 0.0% | 0.31% | -3.7% |
| Q3 2022 | $1,095,000 | -6.5% | 8,521 | 0.0% | 0.32% | +0.3% |
| Q2 2022 | $1,171,000 | -11.8% | 8,521 | 0.0% | 0.32% | +11.5% |
| Q1 2022 | $1,327,000 | -0.6% | 8,521 | 0.0% | 0.29% | +9.5% |
| Q4 2021 | $1,335,000 | +7.7% | 8,521 | 0.0% | 0.26% | +1.2% |
| Q3 2021 | $1,239,000 | -2.1% | 8,521 | -0.6% | 0.26% | +1.6% |
| Q2 2021 | $1,265,000 | +4.5% | 8,570 | 0.0% | 0.26% | +9.4% |
| Q1 2021 | $1,210,000 | +10.3% | 8,570 | 0.0% | 0.23% | +4.5% |
| Q4 2020 | $1,097,000 | +21.2% | 8,570 | +6.4% | 0.22% | +12.1% |
| Q3 2020 | $905,000 | +11.5% | 8,051 | +7.3% | 0.20% | +4.7% |
| Q2 2020 | $812,000 | -3.1% | 7,502 | -13.8% | 0.19% | -15.2% |
| Q1 2020 | $838,000 | – | 8,704 | – | 0.22% | – |
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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% |