ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 725 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,020,531 | -13.2% | 5,607 | -10.9% | 0.04% | -18.0% |
| Q1 2024 | $1,175,701 | +11.0% | 6,294 | +3.3% | 0.05% | 0.0% |
| Q4 2023 | $1,059,362 | +18.9% | 6,092 | +5.2% | 0.05% | +4.2% |
| Q3 2023 | $891,072 | -6.0% | 5,792 | -1.5% | 0.05% | -21.3% |
| Q2 2023 | $947,507 | +7.6% | 5,878 | +1.3% | 0.06% | -3.2% |
| Q1 2023 | $880,190 | +1.6% | 5,800 | -2.9% | 0.06% | -1.6% |
| Q4 2022 | $866,569 | +3.4% | 5,973 | -8.4% | 0.06% | -7.2% |
| Q3 2022 | $838,000 | +0.2% | 6,520 | +7.3% | 0.07% | -2.8% |
| Q2 2022 | $836,000 | +84.1% | 6,079 | +108.3% | 0.07% | -43.2% |
| Q1 2022 | $454,000 | +13.8% | 2,918 | +14.5% | 0.12% | +12.6% |
| Q4 2021 | $399,000 | +35.3% | 2,549 | +25.8% | 0.11% | +14.4% |
| Q3 2021 | $295,000 | +19.9% | 2,026 | +21.4% | 0.10% | +21.2% |
| Q2 2021 | $246,000 | +4.2% | 1,669 | +0.1% | 0.08% | -17.5% |
| Q1 2021 | $236,000 | -3.7% | 1,668 | -13.0% | 0.10% | +106.4% |
| Q4 2020 | $245,000 | +18.4% | 1,917 | +4.1% | 0.05% | +6.8% |
| Q3 2020 | $207,000 | -14.8% | 1,842 | -27.1% | 0.04% | -92.2% |
| Q1 2020 | $243,000 | -36.7% | 2,528 | -14.3% | 0.57% | +34.7% |
| Q4 2019 | $384,000 | +2.1% | 2,951 | -20.7% | 0.42% | +15.0% |
| Q4 2018 | $376,000 | – | 3,723 | – | 0.37% | – |
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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% |