ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,050 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $577,882 | -2.6% | 3,175 | 0.0% | 0.14% | -7.9% |
| Q1 2024 | $593,122 | +7.4% | 3,175 | 0.0% | 0.15% | 0.0% |
| Q4 2023 | $552,101 | +13.0% | 3,175 | 0.0% | 0.15% | -8.5% |
| Q3 2023 | $488,442 | -5.8% | 3,175 | -1.3% | 0.16% | -4.1% |
| Q2 2023 | $518,548 | +39.2% | 3,217 | +31.1% | 0.17% | +26.5% |
| Q1 2023 | $372,419 | +40.5% | 2,454 | +19.0% | 0.14% | +8.8% |
| Q4 2022 | $265,008 | +0.0% | 2,062 | 0.0% | 0.12% | 0.0% |
| Q3 2022 | $265,000 | -7.3% | 2,062 | +0.3% | 0.12% | -19.4% |
| Q2 2022 | $286,000 | +70.2% | 2,056 | +90.4% | 0.16% | +86.7% |
| Q1 2022 | $168,000 | -0.6% | 1,080 | 0.0% | 0.08% | -2.4% |
| Q4 2021 | $169,000 | +9.0% | 1,080 | +1.2% | 0.08% | -3.4% |
| Q3 2021 | $155,000 | -2.5% | 1,067 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $159,000 | +5.3% | 1,067 | 0.0% | 0.09% | -11.0% |
| Q1 2021 | $151,000 | +10.2% | 1,067 | 0.0% | 0.10% | -2.0% |
| Q4 2020 | $137,000 | +144.6% | 1,067 | +86.9% | 0.10% | +78.9% |
| Q1 2020 | $56,000 | – | 571 | – | 0.06% | – |
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% |