ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,028 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $267,213 | +0.9% | 1,468 | +3.5% | 0.15% | +2.0% |
| Q1 2024 | $264,883 | +7.7% | 1,418 | +0.2% | 0.15% | -1.3% |
| Q4 2023 | $246,018 | +3.9% | 1,415 | -8.0% | 0.15% | -26.8% |
| Q3 2023 | $236,679 | -21.3% | 1,538 | -17.5% | 0.20% | -1.4% |
| Q2 2023 | $300,546 | -3.5% | 1,865 | -9.1% | 0.21% | -21.2% |
| Q1 2023 | $311,416 | -15.8% | 2,052 | -19.5% | 0.26% | -14.0% |
| Q4 2022 | $369,770 | -0.1% | 2,549 | -11.5% | 0.31% | -22.1% |
| Q3 2022 | $370,000 | -11.7% | 2,880 | -5.6% | 0.39% | +20.5% |
| Q2 2022 | $419,000 | -37.0% | 3,050 | -33.2% | 0.33% | -26.0% |
| Q3 2021 | $665,000 | -2.9% | 4,569 | -1.4% | 0.44% | +6.0% |
| Q2 2021 | $685,000 | -74.6% | 4,636 | -78.0% | 0.42% | -81.4% |
| Q4 2020 | $2,692,000 | +26.1% | 21,027 | +6.6% | 2.24% | +14.2% |
| Q3 2020 | $2,135,000 | 0.0% | 19,731 | 0.0% | 1.96% | 0.0% |
| Q2 2020 | $2,135,000 | -99.9% | 19,731 | +8.6% | 1.96% | +23.1% |
| Q1 2020 | $1,732,359,000 | +29.1% | 18,170 | +76.4% | 1.59% | +36.6% |
| Q4 2019 | $1,341,482,000 | +254934.6% | 10,298 | +204.8% | 1.16% | +296.3% |
| Q1 1987 | $526,000 | – | 3,379 | – | 0.29% | – |
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% |