ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $545,000 | +46.9% | 3,500 | +22.8% | 0.19% | +22.1% |
| Q4 2019 | $371,000 | +9.1% | 2,850 | 0.0% | 0.15% | +4.8% |
| Q3 2019 | $340,000 | -13.0% | 2,850 | -14.9% | 0.15% | -10.4% |
| Q2 2019 | $391,000 | +3.4% | 3,350 | 0.0% | 0.16% | +1.2% |
| Q1 2019 | $378,000 | +11.5% | 3,350 | 0.0% | 0.16% | -4.1% |
| Q4 2018 | $339,000 | -18.7% | 3,350 | -6.9% | 0.17% | +14.2% |
| Q3 2018 | $417,000 | +6.6% | 3,600 | +1.4% | 0.15% | -3.3% |
| Q2 2018 | $391,000 | +0.8% | 3,550 | 0.0% | 0.15% | -3.2% |
| Q1 2018 | $388,000 | -4.4% | 3,550 | 0.0% | 0.16% | -12.7% |
| Q4 2017 | $406,000 | +6.0% | 3,550 | 0.0% | 0.18% | -0.5% |
| Q3 2017 | $383,000 | -12.2% | 3,550 | -14.5% | 0.18% | -11.2% |
| Q2 2017 | $436,000 | -23.8% | 4,150 | -24.5% | 0.20% | -28.1% |
| Q1 2017 | $572,000 | +61.1% | 5,500 | +57.1% | 0.28% | +41.8% |
| Q4 2016 | $355,000 | -76.3% | 3,500 | -77.8% | 0.20% | -75.1% |
| Q3 2016 | $1,496,000 | -2.4% | 15,750 | -4.5% | 0.81% | +20.4% |
| Q2 2016 | $1,533,000 | – | 16,500 | – | 0.67% | – |
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% |