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 | $5,811,230 | -6.2% | 37,453 | -0.6% | 1.12% | -2.4% |
| Q2 2023 | $6,196,738 | +3.6% | 37,693 | -5.3% | 1.15% | -1.4% |
| Q1 2023 | $5,980,709 | -14.7% | 39,813 | -11.3% | 1.16% | -13.5% |
| Q4 2022 | $7,008,441 | +6.4% | 44,877 | -12.4% | 1.34% | -11.8% |
| Q3 2022 | $6,585,000 | -21.2% | 51,234 | -15.8% | 1.52% | -15.6% |
| Q2 2022 | $8,360,000 | +4.3% | 60,815 | +18.2% | 1.80% | +21.5% |
| Q1 2022 | $8,015,000 | +395.1% | 51,469 | +244.0% | 1.49% | +265.1% |
| Q2 2020 | $1,619,000 | – | 14,961 | – | 0.41% | – |
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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% |