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 2022 | $334,000 | +10.6% | 2,596 | +18.2% | 0.03% | +18.5% |
| Q2 2022 | $302,000 | -11.7% | 2,196 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $342,000 | -0.6% | 2,196 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $344,000 | +1.8% | 2,196 | -5.4% | 0.02% | -3.8% |
| Q3 2021 | $338,000 | -21.6% | 2,321 | -20.5% | 0.03% | -21.2% |
| Q2 2021 | $431,000 | +4.4% | 2,921 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $413,000 | +10.4% | 2,921 | 0.0% | 0.04% | +6.1% |
| Q4 2020 | $374,000 | +14.0% | 2,921 | +0.1% | 0.03% | +6.5% |
| Q3 2020 | $328,000 | +2.5% | 2,919 | -1.2% | 0.03% | -6.1% |
| Q2 2020 | $320,000 | +13.9% | 2,954 | +1.2% | 0.03% | -5.7% |
| Q1 2020 | $281,000 | -26.1% | 2,919 | 0.0% | 0.04% | -5.4% |
| Q4 2019 | $380,000 | +19.1% | 2,919 | +9.0% | 0.04% | +15.6% |
| Q3 2019 | $319,000 | +2.2% | 2,678 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $312,000 | +3.3% | 2,678 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $302,000 | +11.4% | 2,678 | 0.0% | 0.03% | -27.3% |
| Q4 2018 | $271,000 | – | 2,678 | – | 0.04% | – |
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% |