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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $244,000 | -15.6% | 1,774 | -4.6% | 0.01% | -12.5% |
| Q1 2022 | $289,000 | -22.9% | 1,859 | -22.4% | 0.02% | -23.8% |
| Q4 2021 | $375,000 | +16.1% | 2,397 | +7.9% | 0.02% | -4.5% |
| Q3 2021 | $323,000 | +2.9% | 2,221 | +4.5% | 0.02% | 0.0% |
| Q2 2021 | $314,000 | +3.0% | 2,125 | -1.5% | 0.02% | -18.5% |
| Q1 2021 | $305,000 | +36.2% | 2,157 | +23.5% | 0.03% | +8.0% |
| Q4 2020 | $224,000 | +8.7% | 1,747 | +1.3% | 0.02% | -24.2% |
| Q3 2019 | $206,000 | – | 1,725 | – | 0.03% | – |
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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% |