ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $655,340 | -49.4% | 12,398 | -54.3% | 0.58% | -39.0% |
| Q3 2023 | $1,293,911 | +26.1% | 27,109 | +33.5% | 0.95% | +28.6% |
| Q2 2023 | $1,025,928 | -2.2% | 20,299 | -3.2% | 0.74% | -11.9% |
| Q1 2023 | $1,048,527 | +11.6% | 20,962 | +1.1% | 0.84% | +3.8% |
| Q4 2022 | $939,367 | +18.2% | 20,741 | -1.9% | 0.81% | +1.6% |
| Q3 2022 | $795,000 | +103.8% | 21,146 | +131.6% | 0.80% | +83.9% |
| Q2 2022 | $390,000 | +21.9% | 9,130 | +43.4% | 0.43% | +40.9% |
| Q1 2022 | $320,000 | 0.0% | 6,365 | +8.2% | 0.31% | +2.0% |
| Q4 2021 | $320,000 | – | 5,882 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| METLIFE INC | 11,888 | $568,843 | 5.80% |
| Arrow Investment Advisors, LLC | 104,313 | $4,978,860 | 3.98% |
| KM Capital Management Ltd. | 73,283 | $3,497,797 | 2.39% |
| One Wealth Advisors, LLC | 144,524 | $6,898,131 | 1.53% |
| Stelac Advisory Services LLC | 58,807 | $2,807,977 | 1.53% |
| Providence First Trust Co | 55,482 | $2,648,156 | 1.48% |
| Barry Investment Advisors, LLC | 85,307 | $4,071,748 | 1.47% |
| ShoreHaven Wealth Partners, LLC | 36,100 | $1,723,053 | 1.18% |
| Willis Johnson & Associates, Inc. | 224,455 | $10,713,250 | 1.10% |
| Palisades Hudson Asset Management, L.P. | 41,597 | $1,985 | 1.09% |