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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $431,181 | +5.1% | 2,841 | +0.5% | 0.15% | -10.4% |
| Q4 2022 | $410,269 | +14.3% | 2,828 | +1.3% | 0.16% | +9.3% |
| Q3 2022 | $359,000 | -6.5% | 2,792 | 0.0% | 0.15% | -10.7% |
| Q2 2022 | $384,000 | -11.3% | 2,792 | +0.4% | 0.17% | +9.1% |
| Q1 2022 | $433,000 | -0.5% | 2,780 | 0.0% | 0.15% | +4.8% |
| Q4 2021 | $435,000 | +7.7% | 2,780 | 0.0% | 0.15% | -2.6% |
| Q3 2021 | $404,000 | -1.5% | 2,780 | 0.0% | 0.15% | -21.4% |
| Q2 2021 | $410,000 | +4.3% | 2,780 | 0.0% | 0.19% | +519.4% |
| Q1 2021 | $393,000 | +10.4% | 2,780 | 0.0% | 0.03% | -41.5% |
| Q4 2020 | $356,000 | – | 2,780 | – | 0.05% | – |
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% |