ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,060 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $385,227 | -2.3% | 2,117 | +0.3% | 0.26% | -21.1% |
| Q1 2024 | $394,131 | +6.0% | 2,110 | -1.3% | 0.32% | -4.7% |
| Q4 2023 | $371,733 | +11.4% | 2,138 | -1.5% | 0.34% | +1.8% |
| Q3 2023 | $333,778 | -16.3% | 2,170 | -12.3% | 0.33% | -11.4% |
| Q2 2023 | $398,578 | +4.4% | 2,473 | -1.7% | 0.38% | +0.8% |
| Q1 2023 | $381,629 | +6.3% | 2,515 | +1.7% | 0.37% | +11.7% |
| Q4 2022 | $358,851 | +13.6% | 2,474 | +0.7% | 0.33% | +6.4% |
| Q3 2022 | $316,000 | +10.5% | 2,456 | +18.1% | 0.31% | +18.5% |
| Q2 2022 | $286,000 | -11.7% | 2,080 | 0.0% | 0.26% | +6.0% |
| Q1 2022 | $324,000 | +7.3% | 2,080 | +8.0% | 0.25% | +11.6% |
| Q4 2021 | $302,000 | +5.6% | 1,926 | -2.1% | 0.22% | -7.1% |
| Q3 2021 | $286,000 | -2.4% | 1,968 | -0.7% | 0.24% | -4.7% |
| Q2 2021 | $293,000 | +4.3% | 1,982 | -0.3% | 0.25% | -5.9% |
| Q1 2021 | $281,000 | +38.4% | 1,987 | +25.3% | 0.27% | +33.2% |
| Q4 2020 | $203,000 | – | 1,586 | – | 0.20% | – |
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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% |