ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $232 | -54.9% | 1,440 | -57.5% | 0.05% | -9.4% |
| Q1 2023 | $514 | +81.6% | 3,387 | +73.3% | 0.05% | +76.7% |
| Q4 2022 | $283 | -99.9% | 1,954 | +22.9% | 0.03% | +30.4% |
| Q3 2022 | $204,000 | -9.3% | 1,590 | -2.9% | 0.02% | 0.0% |
| Q2 2022 | $225,000 | -13.1% | 1,637 | -1.7% | 0.02% | +15.0% |
| Q1 2022 | $259,000 | -13.1% | 1,665 | -21.2% | 0.02% | -25.9% |
| Q1 2021 | $298,000 | -69.7% | 2,112 | -79.3% | 0.03% | -81.5% |
| Q1 2020 | $984,000 | -66.2% | 10,224 | -54.2% | 0.15% | -82.8% |
| Q4 2019 | $2,907,000 | +10.4% | 22,344 | +1.1% | 0.85% | +5.1% |
| Q3 2019 | $2,633,000 | -2.5% | 22,100 | -4.6% | 0.81% | -11.5% |
| Q2 2019 | $2,700,000 | +20.5% | 23,162 | +16.6% | 0.91% | +76.3% |
| Q1 2019 | $2,240,000 | +918.2% | 19,870 | +815.2% | 0.52% | +661.8% |
| Q4 2018 | $220,000 | +450.0% | 2,171 | +387.9% | 0.07% | +209.1% |
| Q3 2014 | $40,000 | – | 445 | – | 0.02% | – |
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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% |