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 | $1,647,486 | -4.6% | 10,709 | 0.0% | 0.33% | +0.6% |
| Q2 2023 | $1,726,198 | +6.2% | 10,709 | +0.0% | 0.32% | -5.8% |
| Q1 2023 | $1,624,948 | +4.2% | 10,707 | -0.4% | 0.34% | -2.3% |
| Q4 2022 | $1,560,084 | +13.5% | 10,754 | +0.5% | 0.35% | +2.9% |
| Q3 2022 | $1,375,000 | -6.5% | 10,699 | 0.0% | 0.34% | -3.7% |
| Q2 2022 | $1,471,000 | -11.7% | 10,699 | +0.0% | 0.36% | +2.3% |
| Q1 2022 | $1,666,000 | -0.3% | 10,696 | +0.3% | 0.35% | +3.6% |
| Q4 2021 | $1,671,000 | +8.4% | 10,667 | +0.7% | 0.34% | -0.3% |
| Q3 2021 | $1,541,000 | -1.5% | 10,595 | -0.0% | 0.34% | -4.5% |
| Q2 2021 | $1,564,000 | +5.0% | 10,596 | +0.5% | 0.35% | -4.9% |
| Q1 2021 | $1,489,000 | – | 10,541 | – | 0.37% | – |
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% |