ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,563 | +6.7% | 9,697 | +0.5% | 0.21% | +2.9% |
| Q1 2023 | $1,465 | +4.9% | 9,648 | +0.2% | 0.21% | -1.0% |
| Q4 2022 | $1,397 | -99.9% | 9,628 | +0.5% | 0.21% | +3.4% |
| Q3 2022 | $1,231,000 | -7.4% | 9,581 | -0.9% | 0.20% | +0.5% |
| Q2 2022 | $1,330,000 | -11.3% | 9,671 | +0.4% | 0.20% | +4.1% |
| Q1 2022 | $1,500,000 | -2.5% | 9,628 | -1.9% | 0.19% | +17.6% |
| Q4 2021 | $1,538,000 | +9.9% | 9,818 | +2.0% | 0.16% | +5.8% |
| Q3 2021 | $1,400,000 | -0.3% | 9,630 | +1.2% | 0.16% | 0.0% |
| Q2 2021 | $1,404,000 | +2.2% | 9,515 | -2.2% | 0.16% | -3.7% |
| Q1 2021 | $1,374,000 | +4.7% | 9,725 | -5.2% | 0.16% | -2.4% |
| Q4 2020 | $1,312,000 | +1.1% | 10,255 | -11.2% | 0.17% | -13.1% |
| Q3 2020 | $1,298,000 | +0.9% | 11,542 | -3.0% | 0.19% | -9.5% |
| Q2 2020 | $1,287,000 | +20.2% | 11,897 | +6.9% | 0.21% | +2.4% |
| Q1 2020 | $1,071,000 | -27.7% | 11,130 | -2.2% | 0.21% | -9.3% |
| Q4 2019 | $1,482,000 | +34.5% | 11,386 | +23.1% | 0.23% | +24.0% |
| Q3 2019 | $1,102,000 | +31.7% | 9,251 | +28.9% | 0.18% | +38.6% |
| Q2 2019 | $837,000 | +97.9% | 7,179 | +91.5% | 0.13% | +91.3% |
| Q1 2019 | $423,000 | +4600.0% | 3,749 | +3649.0% | 0.07% | +3350.0% |
| Q4 2015 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $9,000 | – | 100 | – | 0.00% | – |
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% |