ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 712 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $875,957 | -21.8% | 6,038 | -30.7% | 0.18% | -29.6% |
| Q3 2022 | $1,120,000 | -5.1% | 8,713 | +1.5% | 0.26% | +3.2% |
| Q2 2022 | $1,180,000 | -36.7% | 8,584 | -28.3% | 0.25% | -25.7% |
| Q1 2022 | $1,863,000 | +40.0% | 11,966 | +40.8% | 0.34% | +43.2% |
| Q4 2021 | $1,331,000 | +28.1% | 8,499 | +19.0% | 0.23% | -7.1% |
| Q3 2021 | $1,039,000 | +28.6% | 7,144 | +31.4% | 0.25% | +22.3% |
| Q2 2021 | $808,000 | +28.5% | 5,437 | +22.1% | 0.21% | +18.4% |
| Q1 2021 | $629,000 | +23.6% | 4,454 | +12.0% | 0.17% | +18.4% |
| Q4 2020 | $509,000 | +15.9% | 3,976 | +1.9% | 0.15% | 0.0% |
| Q3 2020 | $439,000 | -3.1% | 3,902 | -7.0% | 0.15% | -12.5% |
| Q2 2020 | $453,000 | +14.7% | 4,195 | +2.2% | 0.17% | -6.7% |
| Q1 2020 | $395,000 | -55.1% | 4,105 | -39.2% | 0.18% | -46.6% |
| Q4 2019 | $879,000 | +13.1% | 6,755 | +3.6% | 0.34% | -4.8% |
| Q3 2019 | $777,000 | +16.8% | 6,522 | +14.4% | 0.35% | -9.7% |
| Q2 2019 | $665,000 | +56.8% | 5,702 | +51.5% | 0.39% | +34.7% |
| Q1 2019 | $424,000 | – | 3,763 | – | 0.29% | – |
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% |