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 | $1,208,466 | -4.2% | 7,813 | -0.2% | 0.09% | -3.3% |
| Q2 2023 | $1,261,261 | +6.6% | 7,825 | +0.4% | 0.09% | -10.7% |
| Q1 2023 | $1,182,618 | +8.4% | 7,793 | +3.6% | 0.10% | 0.0% |
| Q4 2022 | $1,091,461 | -99.9% | 7,524 | +5.1% | 0.10% | +18.4% |
| Q3 2022 | $920,034,000 | +24.9% | 7,159 | +33.5% | 0.09% | +26.1% |
| Q2 2022 | $736,879,000 | -10.8% | 5,361 | +1.0% | 0.07% | +7.8% |
| Q1 2022 | $826,512,000 | -2.9% | 5,308 | -2.3% | 0.06% | -1.5% |
| Q4 2021 | $851,234,000 | +14.9% | 5,435 | +6.7% | 0.06% | +1.6% |
| Q3 2021 | $740,877,000 | +249.6% | 5,095 | +255.1% | 0.06% | +204.8% |
| Q2 2021 | $211,899,000 | +4.7% | 1,435 | +0.2% | 0.02% | -22.2% |
| Q1 2021 | $202,321,000 | -16.7% | 1,432 | -40.4% | 0.03% | -42.6% |
| Q4 2018 | $242,938,000 | – | 2,402 | – | 0.05% | – |
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% |