ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 819 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $40,952 | -2.6% | 225 | 0.0% | 0.01% | -14.3% |
| Q1 2024 | $42,032 | +7.4% | 225 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $39,125 | +13.0% | 225 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $34,614 | -4.6% | 225 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $36,268 | +6.2% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $34,146 | +4.6% | 225 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $32,641 | +12.6% | 225 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $29,000 | -6.5% | 225 | 0.0% | 0.01% | -20.0% |
| Q2 2022 | $31,000 | -11.4% | 225 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $35,000 | 0.0% | 225 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $35,000 | 0.0% | 225 | -6.2% | 0.01% | -10.0% |
| Q3 2021 | $35,000 | -5.4% | 240 | -4.0% | 0.01% | -9.1% |
| Q2 2021 | $37,000 | -32.7% | 250 | -35.9% | 0.01% | -42.1% |
| Q1 2021 | $55,000 | +10.0% | 390 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $50,000 | +13.6% | 390 | 0.0% | 0.02% | -5.3% |
| Q3 2020 | $44,000 | +4.8% | 390 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $42,000 | +10.5% | 390 | 0.0% | 0.02% | -9.5% |
| Q1 2020 | $38,000 | -28.3% | 390 | -5.1% | 0.02% | -16.0% |
| Q4 2019 | $53,000 | +8.2% | 411 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $49,000 | -2.0% | 411 | -7.2% | 0.03% | -7.1% |
| Q2 2019 | $50,000 | 0.0% | 443 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $50,000 | +2.0% | 443 | -8.3% | 0.03% | -9.7% |
| Q4 2018 | $49,000 | -44.3% | 483 | -36.6% | 0.03% | -39.2% |
| Q3 2018 | $88,000 | +6.0% | 762 | +1.1% | 0.05% | +2.0% |
| Q2 2018 | $83,000 | -4.6% | 754 | -5.0% | 0.05% | -2.0% |
| Q1 2018 | $87,000 | -7.4% | 794 | -3.9% | 0.05% | -7.3% |
| Q4 2017 | $94,000 | – | 826 | – | 0.06% | – |
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% |