ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 757 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $8,304,000 | +169.3% | 57,659 | +143.3% | 4.52% | +122.5% |
| Q4 2020 | $3,083,000 | +154.8% | 23,695 | +120.2% | 2.03% | +82.8% |
| Q3 2020 | $1,210,000 | +3.9% | 10,760 | -1.4% | 1.11% | -6.7% |
| Q2 2020 | $1,165,000 | +1.1% | 10,913 | 0.0% | 1.19% | -8.9% |
| Q1 2020 | $1,152,000 | +6.6% | 10,913 | +29.8% | 1.31% | +22.1% |
| Q4 2019 | $1,081,000 | – | 8,408 | – | 1.07% | – |
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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% |