ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 209 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $567,176 | +42.5% | 11,883 | +50.9% | 0.33% | +47.8% |
| Q2 2023 | $398,104 | +0.9% | 7,877 | -0.1% | 0.22% | -3.4% |
| Q1 2023 | $394,558 | +9.2% | 7,888 | -1.2% | 0.23% | +0.9% |
| Q4 2022 | $361,414 | +14.4% | 7,980 | -4.7% | 0.23% | +5.5% |
| Q3 2022 | $316,000 | +50.5% | 8,377 | +70.1% | 0.22% | +56.8% |
| Q2 2022 | $210,000 | – | 4,926 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| METLIFE INC | 12,206 | $553,810 | 5.80% |
| Checchi Capital Advisers, LLC | 393,821 | $17,836,158 | 1.85% |
| Providence First Trust Co | 56,648 | $2,565,588 | 1.51% |
| One Wealth Advisors, LLC | 134,786 | $6,104,458 | 1.39% |
| Willis Johnson & Associates, Inc. | 220,122 | $9,969,340 | 1.30% |
| LaSalle St. Investment Advisors, LLC | 56,607 | $2,563 | 1.21% |
| Stelac Advisory Services LLC | 58,706 | $2,658,795 | 1.20% |
| Palisades Hudson Asset Management, L.P. | 42,360 | $1,918 | 1.06% |
| ShoreHaven Wealth Partners, LLC | 33,037 | $1,496,246 | 1.06% |
| Karpus Management, Inc. | 643,653 | $29,151,035 | 0.98% |