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 | $396,907 | -4.6% | 2,580 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $415,870 | +6.2% | 2,580 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $391,541 | -49.3% | 2,580 | -51.5% | 0.02% | -55.8% |
| Q4 2022 | $771,772 | +12.8% | 5,320 | 0.0% | 0.04% | +7.5% |
| Q3 2022 | $684,000 | -6.4% | 5,320 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $731,000 | -11.7% | 5,320 | 0.0% | 0.04% | +11.1% |
| Q1 2022 | $828,000 | -20.5% | 5,320 | -20.0% | 0.04% | -7.7% |
| Q4 2021 | $1,042,000 | +7.8% | 6,651 | 0.0% | 0.04% | +5.4% |
| Q3 2021 | $967,000 | -1.5% | 6,651 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $982,000 | -1.1% | 6,651 | -5.4% | 0.04% | -9.5% |
| Q1 2021 | $993,000 | -6.3% | 7,031 | -15.1% | 0.04% | -10.6% |
| Q4 2020 | $1,060,000 | – | 8,278 | – | 0.05% | – |
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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% |