ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 925 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,329,231 | -2.5% | 7,303 | +0.1% | 0.27% | -5.3% |
| Q1 2024 | $1,363,153 | +2.6% | 7,297 | -4.5% | 0.28% | -4.7% |
| Q4 2023 | $1,328,867 | +13.0% | 7,642 | 0.0% | 0.30% | +1.4% |
| Q3 2023 | $1,175,645 | -0.6% | 7,642 | +4.2% | 0.29% | +5.4% |
| Q2 2023 | $1,182,490 | +6.2% | 7,336 | 0.0% | 0.28% | +1.1% |
| Q1 2023 | $1,113,311 | +4.6% | 7,336 | 0.0% | 0.27% | -4.2% |
| Q4 2022 | $1,064,234 | +37.0% | 7,336 | +21.3% | 0.29% | +22.2% |
| Q3 2022 | $777,000 | -6.5% | 6,048 | 0.0% | 0.23% | -4.5% |
| Q2 2022 | $831,000 | -11.7% | 6,048 | 0.0% | 0.24% | +7.0% |
| Q1 2022 | $941,000 | -0.6% | 6,048 | 0.0% | 0.23% | 0.0% |
| Q4 2021 | $947,000 | +7.7% | 6,048 | 0.0% | 0.23% | +1.8% |
| Q3 2021 | $879,000 | -1.5% | 6,048 | 0.0% | 0.22% | -1.7% |
| Q2 2021 | $892,000 | +4.4% | 6,048 | 0.0% | 0.23% | -4.2% |
| Q1 2021 | $854,000 | +6.1% | 6,048 | 0.0% | 0.24% | +9.1% |
| Q4 2020 | $805,000 | – | 6,048 | – | 0.22% | – |
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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% |