ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $649,666 | -27.4% | 4,223 | -23.9% | 0.04% | -20.5% |
Q2 2023 | $894,927 | +6.2% | 5,552 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $842,572 | +4.6% | 5,552 | 0.0% | 0.04% | -4.3% |
Q4 2022 | $805,429 | +35.8% | 5,552 | +20.3% | 0.05% | +15.0% |
Q3 2022 | $593,000 | -6.9% | 4,614 | 0.0% | 0.04% | -4.8% |
Q2 2022 | $637,000 | -12.5% | 4,614 | 0.0% | 0.04% | +13.5% |
Q1 2022 | $728,000 | – | 4,614 | – | 0.04% | – |
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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% |