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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,523,493 | +103.7% | 17,395 | +92.9% | 0.21% | +134.8% |
| Q2 2022 | $1,239,000 | -16.4% | 9,016 | -5.3% | 0.09% | +1.1% |
| Q1 2022 | $1,482,000 | +23.3% | 9,518 | +15.1% | 0.09% | -6.4% |
| Q3 2021 | $1,202,000 | +66.3% | 8,267 | +46.4% | 0.09% | -51.5% |
| Q4 2020 | $723,000 | -74.8% | 5,645 | -86.9% | 0.19% | -15.7% |
| Q4 2012 | $2,871,000 | +0.9% | 43,250 | 0.0% | 0.23% | +4.1% |
| Q3 2012 | $2,845,000 | +5.6% | 43,250 | 0.0% | 0.22% | +1.4% |
| Q2 2012 | $2,694,000 | -14.9% | 43,250 | -11.3% | 0.22% | -11.7% |
| Q1 2012 | $3,165,000 | -29.6% | 48,750 | -37.3% | 0.25% | -37.3% |
| Q4 2011 | $4,496,000 | +60.7% | 77,750 | +43.3% | 0.39% | +194.0% |
| Q3 2011 | $2,798,000 | +32.7% | 54,250 | +59.6% | 0.13% | +36.7% |
| Q2 2011 | $2,108,000 | -24.3% | 34,000 | -22.7% | 0.10% | -56.4% |
| Q1 2011 | $2,786,000 | – | 44,000 | – | 0.22% | – |
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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% |