ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,133 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,778,602 | -30.7% | 9,772 | -28.8% | 0.05% | -29.9% |
| Q1 2024 | $2,564,715 | +48.3% | 13,729 | +38.1% | 0.07% | +19.6% |
| Q4 2023 | $1,728,910 | +11.2% | 9,943 | -1.6% | 0.06% | -3.4% |
| Q3 2023 | $1,554,775 | -2.9% | 10,106 | +1.7% | 0.06% | -3.3% |
| Q2 2023 | $1,601,494 | +15.0% | 9,935 | +8.3% | 0.06% | +3.4% |
| Q1 2023 | $1,392,674 | -0.1% | 9,177 | -4.5% | 0.06% | -13.4% |
| Q4 2022 | $1,393,438 | -5.3% | 9,605 | -16.1% | 0.07% | -14.1% |
| Q3 2022 | $1,472,000 | -7.2% | 11,450 | -0.8% | 0.08% | -6.0% |
| Q2 2022 | $1,586,000 | +72.2% | 11,537 | +95.0% | 0.08% | +93.0% |
| Q1 2022 | $921,000 | +11.6% | 5,916 | +12.4% | 0.04% | +16.2% |
| Q4 2021 | $825,000 | +11.2% | 5,265 | +3.1% | 0.04% | -2.6% |
| Q3 2021 | $742,000 | -0.9% | 5,106 | +0.6% | 0.04% | -5.0% |
| Q2 2021 | $749,000 | +4.3% | 5,076 | -0.2% | 0.04% | -4.8% |
| Q1 2021 | $718,000 | +0.6% | 5,087 | -8.7% | 0.04% | -6.7% |
| Q4 2020 | $714,000 | +20.0% | 5,574 | +5.4% | 0.04% | 0.0% |
| Q3 2020 | $595,000 | +3.1% | 5,287 | -0.8% | 0.04% | -10.0% |
| Q2 2020 | $577,000 | +24.4% | 5,330 | +10.6% | 0.05% | -2.0% |
| Q1 2020 | $464,000 | -15.0% | 4,818 | +14.7% | 0.05% | -1.9% |
| Q4 2019 | $546,000 | +9.2% | 4,199 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $500,000 | -1.0% | 4,199 | -3.2% | 0.05% | -7.0% |
| Q2 2019 | $505,000 | +3.3% | 4,336 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $489,000 | +7.5% | 4,336 | -3.7% | 0.06% | -3.4% |
| Q4 2018 | $455,000 | -15.1% | 4,501 | -2.8% | 0.06% | -16.9% |
| Q3 2018 | $536,000 | +2.1% | 4,631 | -2.8% | 0.07% | -7.8% |
| Q2 2018 | $525,000 | +0.8% | 4,765 | +0.0% | 0.08% | -8.3% |
| Q1 2018 | $521,000 | -6.0% | 4,763 | -1.8% | 0.08% | -11.6% |
| Q4 2017 | $554,000 | +5.9% | 4,848 | 0.0% | 0.10% | -1.0% |
| Q3 2017 | $523,000 | -3.5% | 4,848 | -6.1% | 0.10% | -6.8% |
| Q2 2017 | $542,000 | +0.9% | 5,161 | 0.0% | 0.10% | -1.0% |
| Q1 2017 | $537,000 | +2.7% | 5,161 | 0.0% | 0.10% | 0.0% |
| Q4 2016 | $523,000 | +27.6% | 5,161 | +19.5% | 0.10% | +5.1% |
| Q3 2016 | $410,000 | -9.3% | 4,318 | -11.2% | 0.10% | -17.5% |
| Q2 2016 | $452,000 | – | 4,861 | – | 0.12% | – |
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% |