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 | $19 | -5.0% | 125 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $20 | +5.3% | 125 | 0.0% | 0.02% | -8.3% |
| Q1 2023 | $19 | -42.4% | 125 | -44.4% | 0.02% | -41.5% |
| Q4 2022 | $33 | -99.9% | 225 | -23.7% | 0.04% | -14.6% |
| Q3 2022 | $38,000 | -7.3% | 295 | 0.0% | 0.05% | -4.0% |
| Q2 2022 | $41,000 | -10.9% | 295 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $46,000 | -4.2% | 295 | -3.3% | 0.05% | 0.0% |
| Q4 2021 | $48,000 | +9.1% | 305 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $44,000 | -2.2% | 305 | 0.0% | 0.05% | +6.5% |
| Q2 2021 | $45,000 | +4.7% | 305 | 0.0% | 0.05% | +24.3% |
| Q1 2021 | $43,000 | +10.3% | 305 | 0.0% | 0.04% | +15.6% |
| Q4 2020 | $39,000 | +14.7% | 305 | 0.0% | 0.03% | -3.0% |
| Q3 2020 | $34,000 | -30.6% | 305 | -33.0% | 0.03% | -26.7% |
| Q2 2020 | $49,000 | +11.4% | 455 | 0.0% | 0.04% | -2.2% |
| Q1 2020 | $44,000 | -25.4% | 455 | 0.0% | 0.05% | -2.1% |
| Q4 2019 | $59,000 | -18.1% | 455 | -24.8% | 0.05% | -20.3% |
| Q3 2019 | $72,000 | +1.4% | 605 | 0.0% | 0.06% | +7.3% |
| Q2 2019 | $71,000 | +4.4% | 605 | 0.0% | 0.06% | +1.9% |
| Q1 2019 | $68,000 | -4.2% | 605 | -14.2% | 0.05% | -14.3% |
| Q4 2018 | $71,000 | -13.4% | 705 | 0.0% | 0.06% | +1.6% |
| Q3 2018 | $82,000 | +5.1% | 705 | 0.0% | 0.06% | +8.8% |
| Q2 2018 | $78,000 | +1.3% | 705 | 0.0% | 0.06% | -8.1% |
| Q1 2018 | $77,000 | -4.9% | 705 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $81,000 | – | 705 | – | 0.06% | – |
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% |