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 | $3,017,462 | -11.8% | 19,614 | -7.6% | 0.45% | -7.0% |
| Q2 2023 | $3,422,433 | +4.0% | 21,232 | -2.1% | 0.48% | -4.0% |
| Q1 2023 | $3,291,187 | +0.6% | 21,686 | -3.9% | 0.50% | -9.2% |
| Q4 2022 | $3,273,021 | +30.6% | 22,561 | +15.7% | 0.56% | +20.4% |
| Q3 2022 | $2,506,000 | +18.5% | 19,495 | +26.7% | 0.46% | +22.9% |
| Q2 2022 | $2,115,000 | -9.6% | 15,385 | +2.4% | 0.38% | +4.5% |
| Q1 2022 | $2,339,000 | +9.7% | 15,019 | +10.4% | 0.36% | +17.7% |
| Q4 2021 | $2,132,000 | +17.7% | 13,609 | +9.3% | 0.30% | +4.8% |
| Q3 2021 | $1,811,000 | +9.8% | 12,456 | +11.5% | 0.29% | +8.2% |
| Q2 2021 | $1,649,000 | +17.3% | 11,168 | +12.2% | 0.27% | +10.2% |
| Q1 2021 | $1,406,000 | +94.7% | 9,954 | +76.4% | 0.24% | +75.5% |
| Q4 2020 | $722,000 | +172.5% | 5,643 | +139.6% | 0.14% | +131.7% |
| Q3 2020 | $265,000 | +3.9% | 2,355 | 0.0% | 0.06% | -3.2% |
| Q2 2020 | $255,000 | +12.3% | 2,355 | 0.0% | 0.06% | +3.3% |
| Q1 2020 | $227,000 | -77.5% | 2,355 | -69.7% | 0.06% | -72.1% |
| Q4 2019 | $1,010,000 | +3.9% | 7,762 | -4.9% | 0.22% | -2.3% |
| Q3 2019 | $972,000 | +0.9% | 8,162 | -1.2% | 0.22% | 0.0% |
| Q2 2019 | $963,000 | +5.1% | 8,262 | +1.7% | 0.22% | +1.9% |
| Q1 2019 | $916,000 | – | 8,125 | – | 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% |