ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,033 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $160,469 | +7.4% | 859 | 0.0% | 0.05% | -17.2% |
| Q4 2023 | $149,372 | +13.0% | 859 | 0.0% | 0.06% | 0.0% |
| Q3 2023 | $132,149 | -4.6% | 859 | 0.0% | 0.06% | +5.5% |
| Q2 2023 | $138,463 | +15.2% | 859 | +8.5% | 0.06% | -8.3% |
| Q1 2023 | $120,194 | -9.3% | 792 | -13.3% | 0.06% | -1.6% |
| Q4 2022 | $132,449 | -14.5% | 913 | -24.3% | 0.06% | -22.8% |
| Q3 2022 | $155,000 | -28.6% | 1,206 | -23.5% | 0.08% | -28.2% |
| Q2 2022 | $217,000 | +15.4% | 1,577 | +30.8% | 0.11% | +31.0% |
| Q1 2022 | $188,000 | -0.5% | 1,206 | 0.0% | 0.08% | +10.5% |
| Q4 2021 | $189,000 | +7.4% | 1,206 | 0.0% | 0.08% | -7.3% |
| Q3 2021 | $176,000 | -1.1% | 1,206 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $178,000 | -64.6% | 1,206 | -64.0% | 0.08% | -67.3% |
| Q1 2021 | $503,000 | +16.7% | 3,353 | 0.0% | 0.25% | +1.6% |
| Q4 2020 | $431,000 | +11.1% | 3,353 | 0.0% | 0.24% | +5.2% |
| Q3 2020 | $388,000 | – | 3,353 | – | 0.23% | – |
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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% |