ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,236 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,493,916 | -1.9% | 8,208 | +0.7% | 0.90% | -4.7% |
| Q1 2024 | $1,522,873 | +2.1% | 8,152 | -4.9% | 0.94% | -14.2% |
| Q4 2023 | $1,491,236 | +15.9% | 8,576 | +2.5% | 1.10% | +3.0% |
| Q3 2023 | $1,286,667 | -7.2% | 8,364 | -2.5% | 1.07% | +2.4% |
| Q2 2023 | $1,386,846 | +5.8% | 8,581 | -0.6% | 1.04% | +2.0% |
| Q1 2023 | $1,310,297 | +4.5% | 8,634 | +0.1% | 1.02% | +8.1% |
| Q4 2022 | $1,253,573 | +8.7% | 8,627 | -3.9% | 0.94% | -4.0% |
| Q3 2022 | $1,153,000 | -6.3% | 8,974 | +0.2% | 0.98% | -0.5% |
| Q2 2022 | $1,230,000 | -9.8% | 8,954 | +2.3% | 0.99% | +8.4% |
| Q1 2022 | $1,364,000 | +5.3% | 8,752 | +5.8% | 0.91% | +11.1% |
| Q4 2021 | $1,295,000 | +9.3% | 8,270 | +1.5% | 0.82% | -5.8% |
| Q3 2021 | $1,185,000 | +2.1% | 8,148 | +3.8% | 0.87% | +2.2% |
| Q2 2021 | $1,161,000 | +21.4% | 7,849 | +16.0% | 0.85% | +11.9% |
| Q1 2021 | $956,000 | +373.3% | 6,766 | +328.5% | 0.76% | +337.9% |
| Q4 2020 | $202,000 | – | 1,579 | – | 0.17% | – |
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% |