ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 209 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,189,436 | +5.5% | 24,920 | +11.7% | 0.06% | +11.1% |
| Q2 2023 | $1,127,957 | +2.5% | 22,318 | +1.5% | 0.05% | -19.4% |
| Q1 2023 | $1,100,396 | +11.0% | 21,999 | +0.5% | 0.07% | -4.3% |
| Q4 2022 | $990,906 | +16.3% | 21,879 | -3.0% | 0.07% | 0.0% |
| Q3 2022 | $852,000 | -12.2% | 22,567 | -0.7% | 0.07% | -13.6% |
| Q2 2022 | $970,000 | -14.5% | 22,716 | +0.6% | 0.08% | 0.0% |
| Q1 2022 | $1,134,000 | -11.3% | 22,578 | -3.9% | 0.08% | -14.7% |
| Q4 2021 | $1,278,000 | +12680.0% | 23,490 | +9687.5% | 0.10% | +1483.3% |
| Q2 2020 | $10,000 | – | 240 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| METLIFE INC | 12,206 | $553,810 | 5.80% |
| Checchi Capital Advisers, LLC | 393,821 | $17,836,158 | 1.85% |
| Providence First Trust Co | 56,648 | $2,565,588 | 1.51% |
| One Wealth Advisors, LLC | 134,786 | $6,104,458 | 1.39% |
| Willis Johnson & Associates, Inc. | 220,122 | $9,969,340 | 1.30% |
| LaSalle St. Investment Advisors, LLC | 56,607 | $2,563 | 1.21% |
| Stelac Advisory Services LLC | 58,706 | $2,658,795 | 1.20% |
| Palisades Hudson Asset Management, L.P. | 42,360 | $1,918 | 1.06% |
| ShoreHaven Wealth Partners, LLC | 33,037 | $1,496,246 | 1.06% |
| Karpus Management, Inc. | 643,653 | $29,151,035 | 0.98% |