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 | $282,193 | -1.0% | 1,550 | +1.6% | 0.06% | -3.4% |
| Q1 2024 | $285,057 | +25.6% | 1,526 | +16.9% | 0.06% | +7.3% |
| Q4 2023 | $227,000 | +13.1% | 1,305 | +0.1% | 0.06% | +7.8% |
| Q3 2023 | $200,662 | -3.8% | 1,304 | +0.8% | 0.05% | +4.1% |
| Q2 2023 | $208,637 | +8.9% | 1,294 | +2.6% | 0.05% | +4.3% |
| Q1 2023 | $191,519 | +4.7% | 1,261 | 0.0% | 0.05% | +2.2% |
| Q4 2022 | $183,003 | +11.6% | 1,261 | -0.8% | 0.05% | +9.5% |
| Q3 2022 | $164,000 | -6.3% | 1,271 | 0.0% | 0.04% | -4.5% |
| Q2 2022 | $175,000 | -11.6% | 1,271 | +0.1% | 0.04% | -6.4% |
| Q1 2022 | $198,000 | -3.9% | 1,270 | -3.7% | 0.05% | -4.1% |
| Q4 2021 | $206,000 | +9.6% | 1,319 | +2.1% | 0.05% | 0.0% |
| Q3 2021 | $188,000 | -1.6% | 1,292 | 0.0% | 0.05% | -5.8% |
| Q2 2021 | $191,000 | +4.9% | 1,292 | +26.7% | 0.05% | -3.7% |
| Q1 2021 | $182,000 | -0.5% | 1,020 | -28.6% | 0.05% | -11.5% |
| Q4 2020 | $183,000 | +210.2% | 1,429 | +170.6% | 0.06% | +177.3% |
| Q3 2020 | $59,000 | +22.9% | 528 | +19.5% | 0.02% | +22.2% |
| Q2 2020 | $48,000 | +14.3% | 442 | +0.5% | 0.02% | -5.3% |
| Q1 2020 | $42,000 | -89.6% | 440 | -85.8% | 0.02% | -88.9% |
| Q4 2019 | $403,000 | – | 3,095 | – | 0.17% | – |
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% |