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 | $14,497,461 | -5.8% | 79,652 | -3.3% | 1.95% | -5.8% |
| Q1 2024 | $15,388,661 | +6.0% | 82,376 | -1.4% | 2.07% | +1.5% |
| Q4 2023 | $14,521,053 | +10.8% | 83,507 | -2.0% | 2.04% | +1.8% |
| Q3 2023 | $13,110,245 | -6.5% | 85,220 | -2.0% | 2.00% | -1.8% |
| Q2 2023 | $14,018,051 | +5.5% | 86,966 | -0.7% | 2.04% | -0.8% |
| Q1 2023 | $13,285,830 | +2.0% | 87,545 | -2.5% | 2.06% | -3.2% |
| Q4 2022 | $13,023,659 | +12.1% | 89,775 | -0.7% | 2.12% | -0.7% |
| Q3 2022 | $11,616,000 | -6.2% | 90,383 | +0.3% | 2.14% | +12.6% |
| Q2 2022 | $12,387,000 | -4.6% | 90,113 | +8.0% | 1.90% | +8.4% |
| Q1 2022 | $12,988,000 | -3.3% | 83,405 | -2.8% | 1.75% | -0.3% |
| Q4 2021 | $13,435,000 | – | 85,776 | – | 1.76% | – |
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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% |