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 | $854,908 | +105.4% | 4,483 | +92.6% | 0.06% | +72.7% |
| Q1 2024 | $416,224 | +684.8% | 2,328 | +663.3% | 0.03% | +560.0% |
| Q4 2023 | $53,036 | +474.6% | 305 | +408.3% | 0.01% | +400.0% |
| Q3 2023 | $9,230 | -34.3% | 60 | -31.0% | 0.00% | -50.0% |
| Q2 2023 | $14,042 | +6.3% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,204 | -21.5% | 87 | -25.0% | 0.00% | -33.3% |
| Q4 2022 | $16,828 | +460.9% | 116 | +329.6% | 0.00% | +200.0% |
| Q3 2022 | $3,000 | -50.0% | 27 | -34.1% | 0.00% | -50.0% |
| Q2 2022 | $6,000 | -68.4% | 41 | -65.3% | 0.00% | -60.0% |
| Q1 2022 | $19,000 | – | 118 | – | 0.01% | – |
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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% |