ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,327 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $646,601 | -15.1% | 3,461 | -21.0% | 0.05% | -3.6% |
| Q4 2023 | $761,841 | -14.2% | 4,381 | -24.1% | 0.06% | -18.8% |
| Q3 2023 | $888,167 | -4.9% | 5,773 | -0.3% | 0.07% | +6.2% |
| Q2 2023 | $933,542 | +6.2% | 5,792 | 0.0% | 0.06% | +6.6% |
| Q1 2023 | $878,963 | +6.5% | 5,792 | +1.8% | 0.06% | -20.8% |
| Q4 2022 | $825,583 | +52.6% | 5,691 | +35.1% | 0.08% | +67.4% |
| Q3 2022 | $541,000 | -29.4% | 4,212 | -24.4% | 0.05% | -24.6% |
| Q2 2022 | $766,000 | -17.2% | 5,575 | -6.1% | 0.06% | -1.6% |
| Q1 2022 | $925,000 | +322.4% | 5,939 | +323.9% | 0.06% | +264.7% |
| Q4 2021 | $219,000 | – | 1,401 | – | 0.02% | – |
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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% |