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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,466 | -89.3% | 17 | -92.9% | 0.01% | -85.4% |
| Q1 2020 | $23,000 | -25.8% | 241 | 0.0% | 0.04% | -6.8% |
| Q4 2019 | $31,000 | +6.9% | 241 | 0.0% | 0.04% | +100.0% |
| Q3 2019 | $29,000 | +3.6% | 241 | 0.0% | 0.02% | +340.0% |
| Q2 2019 | $28,000 | -94.5% | 241 | -94.7% | 0.01% | -94.8% |
| Q1 2019 | $513,000 | – | 4,553 | – | 0.10% | – |
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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% |