ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $78,251 | +13.0% | 450 | 0.0% | 0.04% | +11.4% |
| Q3 2023 | $69,228 | -4.6% | 450 | 0.0% | 0.04% | -2.8% |
| Q2 2023 | $72,536 | +6.2% | 450 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $68,292 | +4.6% | 450 | 0.0% | 0.04% | +2.9% |
| Q4 2022 | $65,282 | +12.6% | 450 | 0.0% | 0.04% | +12.9% |
| Q3 2022 | $58,000 | -6.5% | 450 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $62,000 | -11.4% | 450 | 0.0% | 0.03% | +6.9% |
| Q1 2022 | $70,000 | 0.0% | 450 | 0.0% | 0.03% | +7.4% |
| Q4 2021 | $70,000 | +7.7% | 450 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $65,000 | -1.5% | 450 | 0.0% | 0.03% | +28.6% |
| Q2 2021 | $66,000 | +3.1% | 450 | 0.0% | 0.02% | +10.5% |
| Q1 2021 | $64,000 | +10.3% | 450 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $58,000 | -20.5% | 450 | -30.8% | 0.02% | -25.0% |
| Q3 2020 | $73,000 | +4.3% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $70,000 | +11.1% | 650 | 0.0% | 0.02% | -7.7% |
| Q1 2020 | $63,000 | -25.9% | 650 | 0.0% | 0.03% | +4.0% |
| Q4 2019 | $85,000 | +10.4% | 650 | 0.0% | 0.02% | +4.2% |
| Q3 2019 | $77,000 | +1.3% | 650 | 0.0% | 0.02% | -4.0% |
| Q2 2019 | $76,000 | -39.7% | 650 | -41.7% | 0.02% | -39.0% |
| Q1 2019 | $126,000 | +11.5% | 1,115 | 0.0% | 0.04% | +5.1% |
| Q4 2018 | $113,000 | -12.4% | 1,115 | 0.0% | 0.04% | +8.3% |
| Q3 2018 | $129,000 | +4.9% | 1,115 | 0.0% | 0.04% | +2.9% |
| Q2 2018 | $123,000 | +0.8% | 1,115 | 0.0% | 0.04% | -2.8% |
| Q1 2018 | $122,000 | – | 1,115 | – | 0.04% | – |
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% |