ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 178 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,780 | -5.6% | 163 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $8,238 | +81.0% | 163 | +79.1% | 0.00% | +100.0% |
| Q1 2023 | $4,552 | +10.5% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4,121 | +106.0% | 91 | +93.6% | 0.00% | +100.0% |
| Q3 2022 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -33.3% | 47 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $3,000 | +50.0% | 47 | 0.0% | 0.00% | +100.0% |
| Q3 2021 | $2,000 | -33.3% | 47 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $3,000 | +50.0% | 47 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $2,000 | 0.0% | 47 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $2,000 | – | 47 | – | 0.00% | – |
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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% |