ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 727 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,685,339 | +161.1% | 113,650 | +168.1% | 0.28% | +146.1% |
| Q1 2024 | $7,921,283 | +92.1% | 42,389 | +78.7% | 0.12% | +69.1% |
| Q4 2023 | $4,124,191 | +12.0% | 23,717 | -0.9% | 0.07% | +4.6% |
| Q3 2023 | $3,682,169 | -5.8% | 23,935 | -1.3% | 0.06% | -3.0% |
| Q2 2023 | $3,908,110 | +102475.1% | 24,245 | -3.4% | 0.07% | -15.2% |
| Q1 2023 | $3,810 | +7.2% | 25,106 | +2.4% | 0.08% | -18.6% |
| Q4 2022 | $3,555 | -99.9% | 24,506 | -12.9% | 0.10% | -16.4% |
| Q3 2022 | $3,616,000 | -22.7% | 28,137 | -17.3% | 0.12% | -20.5% |
| Q2 2022 | $4,675,000 | +114.3% | 34,013 | +142.7% | 0.15% | +117.9% |
| Q1 2022 | $2,182,000 | +49.7% | 14,012 | +50.6% | 0.07% | +55.8% |
| Q4 2021 | $1,458,000 | -8.6% | 9,307 | -15.2% | 0.04% | -17.3% |
| Q3 2021 | $1,596,000 | +33.1% | 10,972 | +35.2% | 0.05% | +23.8% |
| Q2 2021 | $1,199,000 | -5.1% | 8,118 | -9.2% | 0.04% | -19.2% |
| Q1 2021 | $1,263,000 | +8.7% | 8,943 | -1.5% | 0.05% | -5.5% |
| Q4 2020 | $1,162,000 | +1.2% | 9,077 | -11.1% | 0.06% | -22.5% |
| Q3 2020 | $1,148,000 | -4.4% | 10,208 | -8.1% | 0.07% | -17.4% |
| Q2 2020 | $1,201,000 | +32.3% | 11,103 | +17.7% | 0.09% | +2.4% |
| Q1 2020 | $908,000 | -46.8% | 9,430 | -28.1% | 0.08% | -41.7% |
| Q4 2019 | $1,706,000 | +44.7% | 13,117 | +32.6% | 0.14% | +8.3% |
| Q3 2019 | $1,179,000 | +11.3% | 9,893 | +2.8% | 0.13% | -4.3% |
| Q2 2019 | $1,059,000 | -8.9% | 9,624 | -6.7% | 0.14% | -29.4% |
| Q1 2019 | $1,163,000 | +26.0% | 10,320 | +13.0% | 0.20% | -21.5% |
| Q4 2018 | $923,000 | -4.8% | 9,129 | +9.4% | 0.25% | -14.3% |
| Q3 2018 | $970,000 | -0.3% | 8,343 | -5.7% | 0.29% | -11.7% |
| Q2 2018 | $973,000 | -2.4% | 8,845 | -5.1% | 0.33% | -17.0% |
| Q1 2018 | $997,000 | -14.4% | 9,317 | -6.8% | 0.40% | -19.7% |
| Q4 2017 | $1,165,000 | – | 9,995 | – | 0.50% | – |
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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% |