ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,103 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $454,402 | -2.2% | 2,497 | +0.4% | 0.23% | -22.7% |
| Q1 2024 | $464,555 | +119.7% | 2,487 | +104.5% | 0.30% | +96.7% |
| Q4 2023 | $211,450 | +12.4% | 1,216 | 0.0% | 0.15% | -2.6% |
| Q3 2023 | $188,091 | -39.6% | 1,216 | -37.1% | 0.15% | -28.7% |
| Q2 2023 | $311,419 | +6.2% | 1,932 | 0.0% | 0.22% | -2.3% |
| Q1 2023 | $293,200 | +60.9% | 1,932 | +53.8% | 0.22% | +53.5% |
| Q4 2022 | $182,208 | – | 1,256 | – | 0.14% | – |
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% |