ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,060 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $391,732 | -0.5% | 2,152 | +0.4% | 0.09% | 0.0% |
| Q1 2024 | $393,720 | -17.9% | 2,143 | -22.3% | 0.09% | -24.6% |
| Q4 2023 | $479,808 | +14.5% | 2,759 | +1.3% | 0.12% | +0.8% |
| Q3 2023 | $419,114 | -4.6% | 2,724 | 0.0% | 0.12% | -6.9% |
| Q2 2023 | $439,138 | +18.8% | 2,724 | +11.8% | 0.13% | +9.2% |
| Q1 2023 | $369,738 | +14.4% | 2,436 | +9.3% | 0.12% | +4.4% |
| Q4 2022 | $323,281 | +14.2% | 2,228 | +1.2% | 0.11% | +4.6% |
| Q3 2022 | $283,000 | -36.8% | 2,202 | -32.5% | 0.11% | -38.1% |
| Q2 2022 | $448,000 | -11.5% | 3,261 | +0.4% | 0.18% | -3.8% |
| Q1 2022 | $506,000 | +12.2% | 3,248 | +12.9% | 0.18% | -1.1% |
| Q4 2021 | $451,000 | +8.9% | 2,878 | +1.0% | 0.18% | -6.6% |
| Q3 2021 | $414,000 | +14.7% | 2,849 | +16.7% | 0.20% | +11.9% |
| Q2 2021 | $361,000 | +5.2% | 2,442 | +0.5% | 0.18% | -4.3% |
| Q1 2021 | $343,000 | +34.5% | 2,431 | +21.7% | 0.18% | +22.5% |
| Q4 2020 | $255,000 | +15.4% | 1,998 | +1.2% | 0.15% | -0.7% |
| Q3 2020 | $221,000 | – | 1,974 | – | 0.15% | – |
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% |