ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $767,586 | -5.0% | 4,989 | -0.4% | 0.05% | -10.5% |
| Q2 2023 | $807,805 | +20.0% | 5,011 | +12.9% | 0.06% | +9.6% |
| Q1 2023 | $673,399 | +2.6% | 4,437 | -1.9% | 0.05% | -5.5% |
| Q4 2022 | $656,083 | +21.3% | 4,522 | +7.5% | 0.06% | -3.5% |
| Q3 2022 | $541,000 | -11.2% | 4,207 | -5.0% | 0.06% | +3.6% |
| Q2 2022 | $609,000 | +10.9% | 4,430 | +25.8% | 0.06% | +22.2% |
| Q1 2022 | $549,000 | +8.7% | 3,522 | +9.2% | 0.04% | +25.0% |
| Q4 2021 | $505,000 | +29.8% | 3,225 | +20.5% | 0.04% | +9.1% |
| Q3 2021 | $389,000 | -24.2% | 2,676 | -23.0% | 0.03% | -26.7% |
| Q2 2021 | $513,000 | -2.5% | 3,474 | -6.7% | 0.04% | -19.6% |
| Q1 2021 | $526,000 | +90.6% | 3,723 | +72.8% | 0.06% | +47.4% |
| Q4 2020 | $276,000 | +75.8% | 2,154 | +31.9% | 0.04% | -65.8% |
| Q1 2020 | $157,000 | – | 1,633 | – | 0.11% | – |
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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% |