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 2022 | $776,000 | -27.0% | 6,041 | -21.9% | 0.55% | -8.6% |
| Q2 2022 | $1,063,000 | -11.6% | 7,736 | +0.1% | 0.60% | +5.2% |
| Q1 2022 | $1,203,000 | +2.8% | 7,728 | +3.5% | 0.58% | +6.5% |
| Q4 2021 | $1,170,000 | +7.9% | 7,467 | +0.1% | 0.54% | -4.1% |
| Q3 2021 | $1,084,000 | +3.4% | 7,457 | +5.0% | 0.56% | 0.0% |
| Q2 2021 | $1,048,000 | +55.0% | 7,101 | +48.4% | 0.56% | +45.5% |
| Q1 2021 | $676,000 | +170.4% | 4,784 | +144.2% | 0.39% | +137.4% |
| Q4 2020 | $250,000 | +13.6% | 1,959 | +0.1% | 0.16% | -14.7% |
| Q3 2020 | $220,000 | +4.3% | 1,957 | +0.2% | 0.19% | -17.0% |
| Q2 2020 | $211,000 | -16.6% | 1,953 | +0.3% | 0.23% | +6.0% |
| Q4 2019 | $253,000 | – | 1,947 | – | 0.22% | – |
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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% |