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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $20,535,000 | +12.8% | 131,108 | +4.8% | 8.47% | +4.4% |
| Q3 2021 | $18,197,000 | +0.4% | 125,135 | +1.9% | 8.12% | +0.9% |
| Q2 2021 | $18,123,000 | +4.3% | 122,752 | -0.2% | 8.05% | -0.2% |
| Q1 2021 | $17,377,000 | +11.0% | 123,029 | +0.6% | 8.06% | +0.1% |
| Q4 2020 | $15,655,000 | +12.5% | 122,289 | -1.2% | 8.05% | +2.3% |
| Q3 2020 | $13,921,000 | +5.7% | 123,801 | +1.7% | 7.87% | -0.5% |
| Q2 2020 | $13,171,000 | -4.8% | 121,721 | -15.3% | 7.91% | -18.9% |
| Q1 2020 | $13,833,000 | -25.5% | 143,724 | +0.7% | 9.76% | -19.0% |
| Q4 2019 | $18,558,000 | +15.0% | 142,658 | +5.3% | 12.05% | +4.0% |
| Q3 2019 | $16,138,000 | +0.7% | 135,452 | -1.5% | 11.58% | -3.9% |
| Q2 2019 | $16,029,000 | +3.5% | 137,509 | +0.1% | 12.06% | +0.1% |
| Q1 2019 | $15,482,000 | -3.8% | 137,326 | -13.7% | 12.04% | -14.8% |
| Q4 2018 | $16,092,000 | – | 159,106 | – | 14.13% | – |
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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% |