ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,110 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $817,785 | +0.0% | 4,500 | 0.0% | 0.41% | -9.4% |
| Q1 2024 | $817,695 | +3.8% | 4,500 | -0.7% | 0.45% | -13.7% |
| Q4 2023 | $787,745 | +13.6% | 4,533 | 0.0% | 0.52% | -1.0% |
| Q3 2023 | $693,141 | -8.1% | 4,533 | 0.0% | 0.52% | -1.5% |
| Q2 2023 | $754,337 | +10.5% | 4,533 | 0.0% | 0.53% | +4.5% |
| Q1 2023 | $682,488 | -1.0% | 4,533 | 0.0% | 0.51% | -1.9% |
| Q4 2022 | $689,696 | +18.3% | 4,533 | 0.0% | 0.52% | +2.6% |
| Q3 2022 | $583,000 | -10.9% | 4,533 | -4.1% | 0.51% | -0.6% |
| Q2 2022 | $654,000 | -0.3% | 4,728 | +4.6% | 0.51% | +3.0% |
| Q1 2022 | $656,000 | -3.2% | 4,522 | +0.5% | 0.50% | -6.8% |
| Q4 2021 | $678,000 | – | 4,500 | – | 0.53% | – |
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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% |