ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,442 | -5.8% | 3,175 | -1.3% | 0.16% | -4.1% |
| Q2 2023 | $518,548 | +39.2% | 3,217 | +31.1% | 0.17% | +26.5% |
| Q1 2023 | $372,419 | +40.5% | 2,454 | +19.0% | 0.14% | +8.8% |
| Q4 2022 | $265,008 | +0.0% | 2,062 | 0.0% | 0.12% | 0.0% |
| Q3 2022 | $265,000 | -7.3% | 2,062 | +0.3% | 0.12% | -19.4% |
| Q2 2022 | $286,000 | +70.2% | 2,056 | +90.4% | 0.16% | +86.7% |
| Q1 2022 | $168,000 | -0.6% | 1,080 | 0.0% | 0.08% | -2.4% |
| Q4 2021 | $169,000 | +9.0% | 1,080 | +1.2% | 0.08% | -3.4% |
| Q3 2021 | $155,000 | -2.5% | 1,067 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $159,000 | +5.3% | 1,067 | 0.0% | 0.09% | -11.0% |
| Q1 2021 | $151,000 | +10.2% | 1,067 | 0.0% | 0.10% | -2.0% |
| Q4 2020 | $137,000 | +144.6% | 1,067 | +86.9% | 0.10% | +78.9% |
| Q1 2020 | $56,000 | – | 571 | – | 0.06% | – |
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% |