ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,236 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,701,467 | -0.1% | 14,842 | +2.5% | 0.98% | -3.1% |
| Q1 2024 | $2,704,779 | +7.7% | 14,479 | +0.3% | 1.02% | -0.9% |
| Q4 2023 | $2,510,836 | +41.1% | 14,439 | +24.8% | 1.02% | +25.8% |
| Q3 2023 | $1,779,810 | -4.6% | 11,569 | 0.0% | 0.82% | -4.7% |
| Q2 2023 | $1,864,844 | +7.9% | 11,569 | -2.9% | 0.86% | -0.1% |
| Q4 2022 | $1,727,786 | – | 11,910 | – | 0.86% | – |
Download | ||||||
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% |