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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,427,086 | -4.2% | 74,279 | +0.3% | 4.22% | -1.5% |
| Q2 2023 | $11,934,029 | +4.8% | 74,037 | -1.3% | 4.28% | -0.7% |
| Q1 2023 | $11,387,204 | +8.7% | 75,034 | +3.9% | 4.31% | -2.2% |
| Q4 2022 | $10,478,594 | +13.7% | 72,231 | +0.7% | 4.41% | +8.1% |
| Q3 2022 | $9,219,000 | +0.3% | 71,730 | +7.3% | 4.07% | +2.8% |
| Q2 2022 | $9,189,000 | -12.9% | 66,848 | -1.4% | 3.96% | -0.2% |
| Q1 2022 | $10,555,000 | +1.9% | 67,783 | +2.5% | 3.97% | +0.7% |
| Q4 2021 | $10,358,000 | +7.6% | 66,133 | -0.1% | 3.95% | +2.2% |
| Q3 2021 | $9,630,000 | +1.8% | 66,223 | +3.4% | 3.86% | +0.9% |
| Q2 2021 | $9,459,000 | +14.3% | 64,066 | +9.4% | 3.83% | +4.4% |
| Q1 2021 | $8,273,000 | +11.0% | 58,576 | +0.6% | 3.66% | +6.9% |
| Q4 2020 | $7,454,000 | +16.8% | 58,222 | +2.6% | 3.43% | +2.8% |
| Q3 2020 | $6,381,000 | +2.4% | 56,745 | -1.4% | 3.33% | -1.9% |
| Q2 2020 | $6,229,000 | +7.7% | 57,561 | -4.2% | 3.40% | -8.0% |
| Q1 2020 | $5,781,000 | -61.3% | 60,063 | -47.6% | 3.69% | -53.1% |
| Q4 2019 | $14,921,000 | +11.5% | 114,701 | +2.1% | 7.88% | +2.6% |
| Q3 2019 | $13,384,000 | +0.0% | 112,343 | -2.1% | 7.68% | +7.7% |
| Q2 2019 | $13,378,000 | +5.6% | 114,767 | +2.1% | 7.12% | -7.0% |
| Q1 2019 | $12,668,000 | +14.4% | 112,366 | +2.7% | 7.66% | +3.5% |
| Q4 2018 | $11,070,000 | -12.8% | 109,450 | -0.1% | 7.40% | -4.1% |
| Q3 2018 | $12,691,000 | +6.2% | 109,552 | +0.9% | 7.72% | +0.1% |
| Q2 2018 | $11,952,000 | +2.0% | 108,531 | +1.3% | 7.71% | -0.5% |
| Q1 2018 | $11,717,000 | +0.5% | 107,160 | +5.0% | 7.75% | -1.1% |
| Q4 2017 | $11,654,000 | +6.1% | 102,011 | +0.2% | 7.83% | +0.3% |
| Q3 2017 | $10,986,000 | +0.1% | 101,805 | -2.7% | 7.81% | -1.0% |
| Q2 2017 | $10,977,000 | -0.6% | 104,581 | -1.5% | 7.88% | -3.5% |
| Q1 2017 | $11,043,000 | +5.3% | 106,142 | +2.6% | 8.17% | -1.0% |
| Q4 2016 | $10,485,000 | +11.9% | 103,425 | +4.8% | 8.25% | +10.5% |
| Q3 2016 | $9,372,000 | – | 98,696 | – | 7.47% | – |
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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% |