ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $716,741 | -4.6% | 4,659 | 0.0% | 0.14% | -2.8% |
| Q2 2023 | $750,984 | +3.9% | 4,659 | -2.2% | 0.14% | -0.7% |
| Q1 2023 | $723,136 | +0.0% | 4,765 | -4.4% | 0.14% | -5.2% |
| Q4 2022 | $722,884 | +4.6% | 4,983 | -7.4% | 0.15% | -1.9% |
| Q3 2022 | $691,000 | -12.9% | 5,380 | -6.7% | 0.16% | -10.3% |
| Q2 2022 | $793,000 | -15.0% | 5,768 | -3.7% | 0.17% | -8.9% |
| Q1 2022 | $933,000 | -1.9% | 5,990 | -1.3% | 0.19% | -4.5% |
| Q4 2021 | $951,000 | +4.9% | 6,070 | -2.7% | 0.20% | -4.3% |
| Q3 2021 | $907,000 | -4.6% | 6,240 | -3.1% | 0.21% | -10.7% |
| Q2 2021 | $951,000 | +4.3% | 6,441 | -0.2% | 0.23% | -3.3% |
| Q1 2021 | $912,000 | +9.9% | 6,457 | -0.4% | 0.24% | +3.4% |
| Q4 2020 | $830,000 | +13.9% | 6,480 | 0.0% | 0.23% | -6.8% |
| Q3 2020 | $729,000 | – | 6,480 | – | 0.25% | – |
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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% |