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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,357,620 | +430.5% | 68,250 | +407.1% | 0.42% | +336.5% |
| Q4 2022 | $1,952,497 | -43.8% | 13,459 | -50.2% | 0.10% | -42.2% |
| Q3 2022 | $3,473,000 | +106.4% | 27,025 | +120.7% | 0.17% | +102.4% |
| Q2 2022 | $1,683,000 | +124.7% | 12,245 | +141.3% | 0.08% | +182.8% |
| Q2 2021 | $749,000 | +75.0% | 5,075 | +14.0% | 0.03% | -44.2% |
| Q1 2020 | $428,000 | -92.8% | 4,450 | -91.7% | 0.05% | -83.0% |
| Q2 2018 | $5,928,000 | -54.6% | 53,823 | -61.7% | 0.31% | -55.1% |
| Q2 2016 | $13,062,000 | -29.7% | 140,600 | -31.9% | 0.68% | -40.8% |
| Q1 2016 | $18,580,000 | – | 206,600 | – | 1.15% | – |
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% |