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 | $6,272,786 | -4.7% | 40,775 | -0.1% | 0.30% | +0.7% |
| Q2 2023 | $6,581,345 | +5.9% | 40,830 | -0.3% | 0.30% | -6.2% |
| Q1 2023 | $6,217,200 | +4.7% | 40,967 | +0.1% | 0.32% | +0.9% |
| Q4 2022 | $5,937,409 | +10.0% | 40,928 | -2.6% | 0.32% | -2.4% |
| Q3 2022 | $5,398,000 | -6.8% | 42,001 | -0.3% | 0.33% | 0.0% |
| Q2 2022 | $5,791,000 | -12.2% | 42,127 | -0.5% | 0.33% | -1.2% |
| Q1 2022 | $6,596,000 | -0.7% | 42,355 | -0.1% | 0.33% | +3.1% |
| Q4 2021 | $6,642,000 | +9.3% | 42,403 | +3.0% | 0.32% | -2.4% |
| Q2 2021 | $6,078,000 | -0.7% | 41,168 | -5.0% | 0.33% | -9.1% |
| Q1 2021 | $6,119,000 | +9.6% | 43,322 | -0.7% | 0.36% | -5.0% |
| Q4 2020 | $5,584,000 | +6.6% | 43,618 | -6.3% | 0.38% | +37.1% |
| Q3 2020 | $5,236,000 | -5.8% | 46,564 | -9.3% | 0.28% | -42.2% |
| Q2 2020 | $5,556,000 | +30.1% | 51,347 | +15.7% | 0.48% | -36.9% |
| Q1 2020 | $4,271,000 | +513.6% | 44,375 | +729.7% | 0.76% | +529.8% |
| Q4 2019 | $696,000 | +9.4% | 5,348 | +0.2% | 0.12% | -11.7% |
| Q3 2019 | $636,000 | +33.1% | 5,335 | +30.2% | 0.14% | +22.3% |
| Q2 2019 | $478,000 | +3.2% | 4,098 | -0.1% | 0.11% | +1.8% |
| Q1 2019 | $463,000 | +25.1% | 4,104 | +12.3% | 0.11% | +11.1% |
| Q4 2018 | $370,000 | – | 3,656 | – | 0.10% | – |
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% |