ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,033 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $253,128 | -2.6% | 1,391 | 0.0% | 0.12% | -6.5% |
| Q1 2024 | $259,804 | +7.4% | 1,391 | 0.0% | 0.12% | -6.1% |
| Q4 2023 | $241,836 | +13.2% | 1,391 | +0.2% | 0.13% | +4.0% |
| Q3 2023 | $213,592 | -4.6% | 1,388 | 0.0% | 0.13% | -3.1% |
| Q2 2023 | $223,797 | -47.4% | 1,388 | -50.5% | 0.13% | -51.7% |
| Q1 2023 | $425,218 | +4.7% | 2,802 | +0.1% | 0.27% | +0.4% |
| Q4 2022 | $406,241 | 0.0% | 2,800 | 0.0% | 0.27% | 0.0% |
| Q3 2022 | $406,241 | – | 2,800 | – | 0.27% | – |
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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% |