ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $437,000 | -6.4% | 3,399 | 0.0% | 0.27% | -14.4% |
| Q2 2022 | $467,000 | -11.7% | 3,399 | 0.0% | 0.31% | -2.2% |
| Q1 2022 | $529,000 | -0.6% | 3,399 | 0.0% | 0.32% | -1.8% |
| Q4 2021 | $532,000 | +7.7% | 3,399 | 0.0% | 0.33% | 0.0% |
| Q3 2021 | $494,000 | -1.6% | 3,399 | 0.0% | 0.33% | -7.4% |
| Q2 2021 | $502,000 | +0.4% | 3,399 | -4.0% | 0.35% | +0.9% |
| Q1 2021 | $500,000 | +10.4% | 3,542 | 0.0% | 0.35% | +3.9% |
| Q4 2020 | $453,000 | +13.8% | 3,542 | 0.0% | 0.34% | -1.2% |
| Q3 2020 | $398,000 | +3.9% | 3,542 | 0.0% | 0.34% | -0.9% |
| Q2 2020 | $383,000 | -30.6% | 3,542 | -38.3% | 0.34% | -37.3% |
| Q1 2020 | $552,000 | -30.4% | 5,740 | -5.8% | 0.55% | -16.4% |
| Q4 2019 | $793,000 | +9.2% | 6,095 | 0.0% | 0.65% | 0.0% |
| Q3 2019 | $726,000 | +0.6% | 6,095 | 0.0% | 0.65% | -1.1% |
| Q2 2019 | $722,000 | -12.4% | 6,095 | -15.5% | 0.66% | -17.0% |
| Q1 2019 | $824,000 | +12.9% | 7,214 | 0.0% | 0.80% | +0.5% |
| Q4 2018 | $730,000 | – | 7,214 | – | 0.79% | – |
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% |