ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,033 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $155,073 | -2.6% | 852 | 0.0% | 0.06% | -5.0% |
| Q1 2024 | $159,162 | +7.4% | 852 | 0.0% | 0.06% | -7.7% |
| Q4 2023 | $148,154 | +13.0% | 852 | 0.0% | 0.06% | +1.6% |
| Q3 2023 | $131,072 | -4.6% | 852 | 0.0% | 0.06% | -5.9% |
| Q2 2023 | $137,334 | +6.2% | 852 | 0.0% | 0.07% | +3.0% |
| Q1 2023 | $129,300 | +4.6% | 852 | 0.0% | 0.07% | -9.6% |
| Q4 2022 | $123,600 | +13.4% | 852 | 0.0% | 0.07% | +10.6% |
| Q3 2022 | $109,000 | -6.8% | 852 | 0.0% | 0.07% | -10.8% |
| Q2 2022 | $117,000 | -39.7% | 852 | -31.5% | 0.07% | -37.3% |
| Q1 2022 | $194,000 | +45.9% | 1,244 | +46.0% | 0.12% | +35.6% |
| Q4 2021 | $133,000 | +7.3% | 852 | 0.0% | 0.09% | -7.4% |
| Q3 2021 | $124,000 | -1.6% | 852 | 0.0% | 0.09% | -11.3% |
| Q2 2021 | $126,000 | -11.9% | 852 | -15.6% | 0.11% | -32.9% |
| Q1 2021 | $143,000 | -34.1% | 1,010 | -40.4% | 0.16% | -37.3% |
| Q4 2020 | $217,000 | +5.3% | 1,696 | -7.4% | 0.25% | +5.4% |
| Q3 2020 | $206,000 | +92.5% | 1,831 | +85.5% | 0.24% | +102.5% |
| Q2 2020 | $107,000 | – | 987 | – | 0.12% | – |
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% |