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 | $1,766,159 | -5.1% | 9,704 | -2.6% | 0.16% | -7.7% |
Q1 2024 | $1,861,051 | +6.2% | 9,962 | -1.2% | 0.17% | -2.9% |
Q4 2023 | $1,753,137 | +6.9% | 10,082 | -5.5% | 0.17% | -3.9% |
Q3 2023 | $1,640,639 | -15.3% | 10,665 | -11.3% | 0.18% | -13.4% |
Q2 2023 | $1,937,167 | +2.9% | 12,018 | -3.2% | 0.21% | -2.8% |
Q1 2023 | $1,883,427 | +3.1% | 12,411 | -1.4% | 0.22% | -5.3% |
Q4 2022 | $1,826,336 | +14.1% | 12,589 | +1.0% | 0.23% | +2.7% |
Q3 2022 | $1,601,000 | -6.3% | 12,461 | +0.2% | 0.22% | -9.4% |
Q2 2022 | $1,708,000 | -16.3% | 12,430 | -9.9% | 0.24% | -12.9% |
Q1 2022 | $2,041,000 | -14.2% | 13,794 | -9.1% | 0.28% | -11.1% |
Q4 2021 | $2,378,000 | +14.7% | 15,182 | +6.4% | 0.32% | +3.3% |
Q3 2021 | $2,074,000 | -7.0% | 14,267 | -4.8% | 0.30% | -11.6% |
Q2 2021 | $2,230,000 | -4.3% | 14,989 | -9.1% | 0.34% | -4.4% |
Q1 2021 | $2,329,000 | +1.9% | 16,490 | -6.0% | 0.36% | -4.0% |
Q4 2020 | $2,286,000 | -2.3% | 17,550 | -15.7% | 0.38% | -18.6% |
Q3 2020 | $2,339,000 | -14.6% | 20,808 | -13.6% | 0.46% | -18.2% |
Q2 2020 | $2,738,000 | -8.0% | 24,070 | -22.2% | 0.56% | -25.5% |
Q1 2020 | $2,976,000 | -51.9% | 30,927 | -35.0% | 0.76% | -44.7% |
Q4 2019 | $6,186,000 | -8.4% | 47,558 | -16.1% | 1.37% | -15.0% |
Q3 2019 | $6,755,000 | -13.3% | 56,701 | -15.1% | 1.61% | -17.1% |
Q2 2019 | $7,787,000 | +6.5% | 66,802 | +3.0% | 1.94% | -1.6% |
Q1 2019 | $7,312,000 | +13.7% | 64,860 | +2.0% | 1.98% | -0.5% |
Q4 2018 | $6,433,000 | -7.8% | 63,608 | +6.0% | 1.98% | -13.1% |
Q3 2018 | $6,975,000 | +5.4% | 59,980 | +1.8% | 2.28% | -0.6% |
Q2 2018 | $6,618,000 | +15.3% | 58,898 | +9.8% | 2.30% | +1.5% |
Q1 2018 | $5,742,000 | -6.3% | 53,649 | +0.0% | 2.26% | -9.3% |
Q4 2017 | $6,126,000 | +15.6% | 53,631 | +9.2% | 2.50% | +2.6% |
Q3 2017 | $5,301,000 | – | 49,121 | – | 2.43% | – |
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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% |