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 | $283 | -4.4% | 1,837 | 0.0% | 0.22% | +0.9% |
| Q2 2023 | $296 | +6.1% | 1,837 | 0.0% | 0.22% | +13.5% |
| Q1 2023 | $279 | +4.9% | 1,837 | 0.0% | 0.19% | +10.3% |
| Q4 2022 | $266 | -99.9% | 1,837 | 0.0% | 0.18% | -14.2% |
| Q3 2022 | $236,000 | -6.7% | 1,837 | +91750.0% | 0.20% | -11.7% |
| Q2 2022 | $253,000 | -11.5% | 2 | 0.0% | 0.23% | +0.9% |
| Q1 2022 | $286,000 | -0.7% | 2 | -99.9% | 0.23% | +10.6% |
| Q4 2021 | $288,000 | +7.9% | 1,837 | 0.0% | 0.21% | -13.0% |
| Q3 2021 | $267,000 | -1.5% | 1,837 | 0.0% | 0.24% | +16.1% |
| Q2 2021 | $271,000 | +4.6% | 1,837 | 0.0% | 0.20% | 0.0% |
| Q1 2021 | $259,000 | +10.2% | 1,837 | 0.0% | 0.20% | +12.6% |
| Q4 2020 | $235,000 | +13.5% | 1,837 | 0.0% | 0.18% | +30.9% |
| Q3 2020 | $207,000 | +4.0% | 1,837 | 0.0% | 0.14% | +9.4% |
| Q2 2020 | $199,000 | +12.4% | 1,837 | 0.0% | 0.13% | -0.8% |
| Q1 2020 | $177,000 | -25.9% | 1,837 | 0.0% | 0.13% | -0.8% |
| Q4 2019 | $239,000 | +9.1% | 1,837 | 0.0% | 0.13% | -12.8% |
| Q3 2019 | $219,000 | +2.3% | 1,837 | 0.0% | 0.15% | -4.5% |
| Q2 2019 | $214,000 | +3.4% | 1,837 | 0.0% | 0.16% | +7.6% |
| Q1 2019 | $207,000 | +11.9% | 1,837 | 0.0% | 0.14% | -23.8% |
| Q4 2018 | $185,000 | -12.7% | 1,837 | 0.0% | 0.19% | -5.5% |
| Q3 2018 | $212,000 | – | 1,837 | – | 0.20% | – |
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% |