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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $17,580,000 | +36.5% | 136,786 | +46.0% | 0.49% | +36.4% |
| Q2 2022 | $12,882,000 | +92.5% | 93,713 | +118.1% | 0.36% | +126.4% |
| Q1 2022 | $6,692,000 | -31.9% | 42,972 | -31.5% | 0.16% | -36.7% |
| Q4 2021 | $9,822,000 | +64.4% | 62,710 | +52.6% | 0.25% | +41.0% |
| Q3 2021 | $5,976,000 | +288.8% | 41,100 | +294.8% | 0.18% | +229.6% |
| Q2 2021 | $1,537,000 | +31.6% | 10,410 | +25.8% | 0.05% | -8.5% |
| Q1 2021 | $1,168,000 | +40.0% | 8,272 | +26.9% | 0.06% | -4.8% |
| Q4 2020 | $834,000 | -55.4% | 6,518 | -60.8% | 0.06% | -63.3% |
| Q3 2020 | $1,869,000 | -51.1% | 16,616 | -53.0% | 0.17% | -70.7% |
| Q2 2020 | $3,822,000 | – | 35,316 | – | 0.58% | – |
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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% |