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 | $357,157 | +2.7% | 2,309 | +7.0% | 0.02% | +4.8% |
Q2 2023 | $347,849 | +26.0% | 2,158 | +18.6% | 0.02% | +10.5% |
Q1 2023 | $276,052 | -10.3% | 1,819 | -14.3% | 0.02% | -17.4% |
Q4 2022 | $307,875 | -10.8% | 2,122 | -20.9% | 0.02% | -11.5% |
Q3 2022 | $345,000 | -36.7% | 2,683 | -32.4% | 0.03% | -33.3% |
Q2 2022 | $545,000 | -7.8% | 3,967 | +4.6% | 0.04% | +18.2% |
Q1 2022 | $591,000 | +6.1% | 3,793 | +6.6% | 0.03% | +6.5% |
Q4 2021 | $557,000 | +122.8% | 3,559 | +106.9% | 0.03% | +82.4% |
Q3 2021 | $250,000 | -16.4% | 1,720 | -15.0% | 0.02% | -19.0% |
Q2 2021 | $299,000 | – | 2,024 | – | 0.02% | – |
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% |