ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,760 | -4.6% | 1,422 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $229,212 | +6.2% | 1,422 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $215,803 | +4.6% | 1,422 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $206,290 | -6.7% | 1,422 | 0.0% | 0.03% | +6.2% |
| Q1 2022 | $221,000 | -0.9% | 1,422 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $223,000 | +7.7% | 1,422 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $207,000 | -1.4% | 1,422 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $210,000 | +4.5% | 1,422 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $201,000 | -11.8% | 1,422 | -27.7% | 0.03% | -36.0% |
| Q3 2018 | $228,000 | +5.1% | 1,967 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $217,000 | +0.9% | 1,967 | 0.0% | 0.05% | -2.0% |
| Q1 2018 | $215,000 | -4.4% | 1,967 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $225,000 | +6.1% | 1,967 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $212,000 | +2.9% | 1,967 | 0.0% | 0.05% | +2.0% |
| Q2 2017 | $206,000 | -8.4% | 1,967 | -9.2% | 0.05% | -7.5% |
| Q1 2017 | $225,000 | +2.3% | 2,167 | 0.0% | 0.05% | -1.9% |
| Q4 2016 | $220,000 | -25.7% | 2,167 | -31.4% | 0.05% | -34.1% |
| Q4 2014 | $296,000 | – | 3,160 | – | 0.08% | – |
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% |