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 | $246,759 | -4.6% | 1,604 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $258,549 | -7.0% | 1,604 | -12.4% | 0.00% | 0.0% |
| Q1 2023 | $278,024 | +4.6% | 1,832 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $265,768 | +13.1% | 1,832 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $235,000 | -15.5% | 1,832 | -9.5% | 0.00% | 0.0% |
| Q2 2022 | $278,000 | -41.0% | 2,025 | -33.1% | 0.00% | -42.9% |
| Q1 2022 | $471,000 | -0.6% | 3,027 | -0.0% | 0.01% | +16.7% |
| Q4 2021 | $474,000 | +15.0% | 3,028 | +6.8% | 0.01% | 0.0% |
| Q3 2021 | $412,000 | -1.7% | 2,835 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $419,000 | +55.8% | 2,835 | +48.7% | 0.01% | +50.0% |
| Q1 2021 | $269,000 | +25.1% | 1,907 | +13.6% | 0.00% | 0.0% |
| Q4 2020 | $215,000 | -10.8% | 1,679 | -24.6% | 0.00% | -20.0% |
| Q2 2020 | $241,000 | – | 2,227 | – | 0.01% | – |
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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% |