ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,080,060 | -4.3% | 13,521 | +0.3% | 0.86% | -1.2% |
| Q2 2023 | $2,173,797 | +1.9% | 13,486 | -4.1% | 0.87% | +2.2% |
| Q1 2023 | $2,134,304 | +10.5% | 14,064 | +5.6% | 0.85% | +5.3% |
| Q4 2022 | $1,932,231 | +13.3% | 13,319 | +7.3% | 0.81% | +10.9% |
| Q3 2022 | $1,706,000 | 0.0% | 12,411 | 0.0% | 0.73% | 0.0% |
| Q2 2022 | $1,706,000 | -2.5% | 12,411 | +10.5% | 0.73% | +11.3% |
| Q1 2022 | $1,750,000 | -4.1% | 11,236 | -3.6% | 0.65% | -4.0% |
| Q4 2021 | $1,825,000 | -10.6% | 11,650 | -17.0% | 0.68% | -10.7% |
| Q3 2021 | $2,042,000 | -11.3% | 14,041 | -9.9% | 0.76% | -8.8% |
| Q2 2021 | $2,302,000 | +51.3% | 15,590 | +44.8% | 0.84% | +35.0% |
| Q1 2021 | $1,521,000 | +50.4% | 10,765 | +36.3% | 0.62% | +40.0% |
| Q4 2020 | $1,011,000 | +106.7% | 7,897 | +81.5% | 0.44% | +76.5% |
| Q3 2020 | $489,000 | +66.9% | 4,350 | +60.9% | 0.25% | +51.2% |
| Q2 2020 | $293,000 | +12.7% | 2,704 | 0.0% | 0.17% | -8.3% |
| Q1 2020 | $260,000 | -26.1% | 2,704 | 0.0% | 0.18% | -20.6% |
| Q4 2019 | $352,000 | +9.3% | 2,704 | 0.0% | 0.23% | -1.7% |
| Q3 2019 | $322,000 | +17.9% | 2,704 | 0.0% | 0.23% | -6.8% |
| Q2 2019 | $273,000 | -11.7% | 2,704 | 0.0% | 0.25% | +27.0% |
| Q1 2019 | $309,000 | +13.2% | 2,704 | 0.0% | 0.20% | -5.8% |
| Q4 2018 | $273,000 | – | 2,704 | – | 0.21% | – |
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% |