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 | $2,126 | -4.0% | 13,742 | 0.0% | 0.51% | -4.1% |
| Q2 2023 | $2,215 | +6.2% | 13,742 | 0.0% | 0.53% | -0.9% |
| Q1 2023 | $2,085 | +4.6% | 13,742 | 0.0% | 0.54% | -0.2% |
| Q4 2022 | $1,994 | -99.9% | 13,742 | 0.0% | 0.54% | +1.5% |
| Q3 2022 | $1,766,000 | -6.5% | 13,742 | 0.0% | 0.53% | -0.4% |
| Q2 2022 | $1,889,000 | -11.7% | 13,742 | 0.0% | 0.53% | -15.9% |
| Q1 2022 | $2,140,000 | -0.6% | 13,742 | 0.0% | 0.64% | +9.7% |
| Q4 2021 | $2,152,000 | +7.7% | 13,742 | 0.0% | 0.58% | +2.5% |
| Q3 2021 | $1,998,000 | -1.5% | 13,742 | 0.0% | 0.56% | +3.3% |
| Q2 2021 | $2,029,000 | +4.5% | 13,742 | 0.0% | 0.55% | -6.7% |
| Q1 2021 | $1,941,000 | -30.1% | 13,742 | -36.6% | 0.59% | -36.3% |
| Q4 2020 | $2,776,000 | +13.9% | 21,685 | 0.0% | 0.92% | -6.6% |
| Q3 2020 | $2,438,000 | +3.9% | 21,685 | 0.0% | 0.98% | -4.1% |
| Q2 2020 | $2,347,000 | +12.5% | 21,685 | 0.0% | 1.03% | +12.6% |
| Q1 2020 | $2,087,000 | -26.0% | 21,685 | 0.0% | 0.91% | -33.2% |
| Q4 2019 | $2,821,000 | +9.2% | 21,685 | 0.0% | 1.37% | -3.0% |
| Q3 2019 | $2,584,000 | +1.7% | 21,685 | -0.5% | 1.41% | -19.5% |
| Q2 2019 | $2,540,000 | -1.1% | 21,790 | -4.4% | 1.75% | -1.6% |
| Q1 2019 | $2,569,000 | +11.5% | 22,790 | 0.0% | 1.78% | +31.1% |
| Q4 2018 | $2,305,000 | – | 22,790 | – | 1.36% | – |
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% |