ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,360,582 | -9.6% | 8,894 | -4.7% | 0.24% | -9.0% |
| Q2 2023 | $1,505,028 | +4.8% | 9,337 | -1.3% | 0.27% | -4.3% |
| Q1 2023 | $1,436,104 | +3.2% | 9,463 | -1.3% | 0.28% | -5.4% |
| Q4 2022 | $1,391,512 | +12.9% | 9,592 | 0.0% | 0.30% | +0.3% |
| Q3 2022 | $1,233,000 | +8.0% | 9,592 | +15.3% | 0.29% | +8.1% |
| Q2 2022 | $1,142,000 | -21.0% | 8,320 | -10.2% | 0.27% | -6.2% |
| Q1 2022 | $1,445,000 | -5.4% | 9,270 | -4.9% | 0.29% | -5.2% |
| Q4 2021 | $1,527,000 | +0.1% | 9,743 | -7.2% | 0.31% | -35.2% |
| Q3 2021 | $1,526,000 | -4.3% | 10,496 | -3.0% | 0.47% | +0.4% |
| Q2 2021 | $1,595,000 | +15.2% | 10,817 | -0.0% | 0.47% | -13.6% |
| Q4 2020 | $1,385,000 | +19.8% | 10,821 | +5.0% | 0.54% | -10.2% |
| Q3 2020 | $1,156,000 | +4.7% | 10,310 | +1.2% | 0.61% | -21.2% |
| Q2 2020 | $1,104,000 | +21.5% | 10,190 | +7.6% | 0.77% | -14.5% |
| Q1 2020 | $909,000 | -26.2% | 9,473 | 0.0% | 0.90% | -13.0% |
| Q4 2019 | $1,232,000 | – | 9,473 | – | 1.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 1,975,903 | $187,632,000 | 25.96% |
| HOME FEDERAL BANK OF TENNESSEE | 461,553 | $43,829,000 | 25.70% |
| Miracle Mile Advisors, LLC | 521,000 | $49,474,000 | 12.35% |
| Valmark Advisers, Inc. | 4,755,045 | $451,539,000 | 11.28% |
| Regal Wealth Group, Inc. | 120,233 | $11,417,000 | 10.36% |
| FIRST HAWAIIAN BANK | 576,446 | $54,739,000 | 9.33% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 343,316 | $32,134,000 | 8.54% |
| LVZ, Inc. | 212,461 | $20,175,000 | 8.28% |
| ETF Portfolio Partners, Inc. | 98,696 | $9,372,000 | 7.47% |
| APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 121,012 | $11,491,000 | 7.37% |