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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $554,947 | +53466.3% | 3,607 | -43.9% | 0.03% | -44.9% |
| Q2 2023 | $1,036 | +29.5% | 6,429 | +22.0% | 0.05% | +19.5% |
| Q1 2023 | $800 | +207.7% | 5,269 | +193.9% | 0.04% | +192.9% |
| Q4 2022 | $260 | -99.9% | 1,793 | -28.9% | 0.01% | -33.3% |
| Q3 2022 | $324,000 | -6.6% | 2,522 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $347,000 | +15.3% | 2,522 | +30.7% | 0.02% | +46.7% |
| Q1 2022 | $301,000 | -4.1% | 1,930 | -3.7% | 0.02% | -6.2% |
| Q4 2021 | $314,000 | +7.5% | 2,005 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $292,000 | -1.4% | 2,005 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $296,000 | -4.8% | 2,005 | -9.1% | 0.02% | -10.5% |
| Q1 2021 | $311,000 | – | 2,205 | – | 0.02% | – |
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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% |