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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,435 | +4.1% | 9,458 | -0.5% | 0.59% | -4.1% |
| Q4 2022 | $1,379 | -99.9% | 9,504 | +6.5% | 0.61% | +12.5% |
| Q3 2022 | $1,147,000 | -8.2% | 8,926 | -1.8% | 0.55% | -4.7% |
| Q2 2022 | $1,250,000 | -11.7% | 9,092 | +0.0% | 0.57% | -0.9% |
| Q1 2022 | $1,415,000 | -2.1% | 9,089 | -1.6% | 0.58% | +2.7% |
| Q4 2021 | $1,446,000 | -0.3% | 9,235 | -7.5% | 0.56% | -6.8% |
| Q3 2021 | $1,451,000 | -1.6% | 9,979 | -0.1% | 0.60% | -5.5% |
| Q2 2021 | $1,475,000 | +5.1% | 9,989 | +0.5% | 0.64% | -16.7% |
| Q1 2021 | $1,403,000 | +8.6% | 9,935 | -1.6% | 0.77% | 0.0% |
| Q4 2020 | $1,292,000 | +13.3% | 10,092 | -0.4% | 0.77% | -0.3% |
| Q3 2020 | $1,140,000 | +4.0% | 10,135 | +0.0% | 0.77% | -6.7% |
| Q2 2020 | $1,096,000 | +15.0% | 10,131 | +2.3% | 0.82% | -0.8% |
| Q1 2020 | $953,000 | -37.4% | 9,904 | -15.4% | 0.83% | -33.8% |
| Q4 2019 | $1,523,000 | +7.3% | 11,708 | -1.7% | 1.26% | -0.2% |
| Q3 2019 | $1,420,000 | +5.0% | 11,915 | +2.6% | 1.26% | +1.0% |
| Q2 2019 | $1,353,000 | -7.0% | 11,608 | -10.0% | 1.25% | -12.2% |
| Q1 2019 | $1,455,000 | – | 12,903 | – | 1.42% | – |
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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% |