ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 907 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,223,223 | -2.4% | 12,215 | +0.2% | 0.30% | -16.1% |
| Q1 2024 | $2,277,373 | +7.6% | 12,191 | +0.2% | 0.36% | -31.6% |
| Q4 2023 | $2,115,820 | +16.2% | 12,168 | +2.8% | 0.53% | -1.1% |
| Q3 2023 | $1,820,551 | -4.6% | 11,834 | 0.0% | 0.53% | -1.5% |
| Q2 2023 | $1,907,531 | +2.8% | 11,834 | -3.2% | 0.54% | -2.0% |
| Q1 2023 | $1,855,204 | +4.8% | 12,225 | +0.2% | 0.55% | -6.5% |
| Q4 2022 | $1,770,002 | +13.2% | 12,201 | +0.2% | 0.59% | +1.9% |
| Q3 2022 | $1,564,000 | -6.3% | 12,172 | +0.3% | 0.58% | -0.5% |
| Q2 2022 | $1,669,000 | -11.7% | 12,138 | 0.0% | 0.58% | +4.3% |
| Q1 2022 | $1,890,000 | -0.4% | 12,138 | +0.2% | 0.56% | +5.3% |
| Q4 2021 | $1,898,000 | +8.0% | 12,116 | +0.2% | 0.53% | -0.2% |
| Q3 2021 | $1,758,000 | -1.3% | 12,092 | +0.2% | 0.53% | -5.4% |
| Q2 2021 | $1,781,000 | +54.6% | 12,064 | +0.8% | 0.56% | +0.7% |
| Q1 2021 | $1,152,000 | -25.1% | 11,973 | -0.4% | 0.56% | +3.5% |
| Q4 2020 | $1,539,000 | +13.7% | 12,023 | -0.1% | 0.54% | +1.3% |
| Q3 2020 | $1,353,000 | +4.2% | 12,034 | +0.3% | 0.53% | -1.1% |
| Q2 2020 | $1,298,000 | +12.7% | 12,000 | +0.2% | 0.54% | -3.6% |
| Q1 2020 | $1,152,000 | – | 11,973 | – | 0.56% | – |
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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% |