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 2023 | $4,498,897 | -5.5% | 29,244 | -0.9% | 1.54% | -0.9% |
| Q2 2023 | $4,758,974 | +4.8% | 29,524 | -1.3% | 1.55% | +1.1% |
| Q1 2023 | $4,540,507 | +4.3% | 29,919 | -0.3% | 1.54% | +14.3% |
| Q4 2022 | $4,351,230 | +1.7% | 29,994 | -9.9% | 1.34% | -8.8% |
| Q3 2022 | $4,277,000 | -7.0% | 33,280 | -0.5% | 1.47% | -23.0% |
| Q2 2022 | $4,597,000 | -11.7% | 33,440 | 0.0% | 1.91% | -1.8% |
| Q1 2022 | $5,207,000 | +1.0% | 33,440 | -0.1% | 1.95% | +5.9% |
| Q4 2021 | $5,156,000 | +3.5% | 33,472 | -0.4% | 1.84% | -6.5% |
| Q1 2021 | $4,982,000 | +11.2% | 33,599 | 0.0% | 1.97% | +5.6% |
| Q4 2020 | $4,482,000 | +18.5% | 33,599 | 0.0% | 1.86% | +27.3% |
| Q3 2020 | $3,782,000 | +4.0% | 33,599 | -0.1% | 1.46% | +33.6% |
| Q2 2020 | $3,638,000 | +14.9% | 33,619 | -1.5% | 1.09% | +3.6% |
| Q1 2020 | $3,165,000 | -35.3% | 34,126 | -8.5% | 1.06% | -23.7% |
| Q4 2019 | $4,894,000 | +4.0% | 37,290 | -0.2% | 1.38% | +3.0% |
| Q3 2019 | $4,704,000 | +7.7% | 37,354 | -0.3% | 1.34% | +4.4% |
| Q2 2019 | $4,369,000 | +3.6% | 37,481 | +0.2% | 1.29% | -1.8% |
| Q1 2019 | $4,217,000 | +23.9% | 37,408 | +11.2% | 1.31% | -31.5% |
| Q4 2018 | $3,403,000 | -2.5% | 33,644 | +0.1% | 1.91% | -1.3% |
| Q3 2018 | $3,490,000 | +3.0% | 33,616 | +9.2% | 1.94% | -2.6% |
| Q2 2018 | $3,389,000 | -0.3% | 30,775 | -1.0% | 1.99% | +0.3% |
| Q1 2018 | $3,398,000 | -4.3% | 31,075 | 0.0% | 1.98% | -3.3% |
| Q4 2017 | $3,550,000 | – | 31,075 | – | 2.05% | – |
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% |