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 | $965,038 | +492.2% | 6,273 | +697.1% | 0.00% | +200.0% |
| Q2 2023 | $162,956 | -50.0% | 787 | -63.3% | 0.00% | 0.0% |
| Q1 2023 | $325,677 | -66.9% | 2,146 | -68.3% | 0.00% | -80.0% |
| Q4 2022 | $983,139 | -10.3% | 6,777 | -20.5% | 0.01% | -28.6% |
| Q3 2022 | $1,096,000 | +14.2% | 8,527 | +39.1% | 0.01% | 0.0% |
| Q4 2021 | $960,000 | -10.4% | 6,132 | -15.5% | 0.01% | -41.7% |
| Q2 2021 | $1,071,000 | – | 7,255 | – | 0.01% | – |
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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% |