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 | $9,797,964 | +10.2% | 52,387 | +7.3% | 10.12% | +161.4% |
| Q1 2024 | $8,891,639 | -11.8% | 48,823 | -16.3% | 3.87% | -64.5% |
| Q4 2023 | $10,086,453 | +11.6% | 58,320 | +0.4% | 10.90% | +3.3% |
| Q3 2023 | $9,034,945 | -1.5% | 58,076 | +3.5% | 10.55% | -4.4% |
| Q2 2023 | $9,175,697 | +11.2% | 56,117 | +2.7% | 11.03% | +1.2% |
| Q1 2023 | $8,253,518 | – | 54,666 | – | 10.90% | – |
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% |