ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,103 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $444,104 | -2.6% | 2,440 | 0.0% | 0.11% | 0.0% |
| Q1 2024 | $455,816 | +7.4% | 2,440 | 0.0% | 0.11% | +14.1% |
| Q4 2023 | $424,292 | +13.0% | 2,440 | 0.0% | 0.10% | +3.1% |
| Q3 2023 | $375,370 | -4.6% | 2,440 | 0.0% | 0.10% | -5.0% |
| Q2 2023 | $393,304 | +6.2% | 2,440 | 0.0% | 0.10% | +1.0% |
| Q1 2023 | $370,294 | +4.6% | 2,440 | 0.0% | 0.10% | -8.3% |
| Q4 2022 | $353,971 | +5.7% | 2,440 | 0.0% | 0.11% | -21.6% |
| Q2 2022 | $335,000 | -100.0% | 2,440 | -87.6% | 0.14% | -85.1% |
| Q4 2020 | $2,522,634,000 | +113788.7% | 19,705 | 0.0% | 0.94% | -5.3% |
| Q3 2020 | $2,215,000 | +3.9% | 19,705 | 0.0% | 0.99% | -10.8% |
| Q2 2020 | $2,132,000 | +12.4% | 19,705 | 0.0% | 1.11% | -3.7% |
| Q1 2020 | $1,896,000 | -26.0% | 19,705 | 0.0% | 1.15% | -14.3% |
| Q4 2019 | $2,563,000 | +9.2% | 19,705 | 0.0% | 1.34% | -1.1% |
| Q3 2019 | $2,348,000 | +2.2% | 19,705 | 0.0% | 1.36% | +5.3% |
| Q2 2019 | $2,297,000 | +3.4% | 19,705 | 0.0% | 1.29% | -2.8% |
| Q1 2019 | $2,222,000 | +11.5% | 19,705 | 0.0% | 1.33% | +5.5% |
| Q4 2018 | $1,993,000 | – | 19,705 | – | 1.26% | – |
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% |