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 | $398,138 | -4.6% | 2,588 | 0.0% | 0.16% | +1.3% |
| Q2 2023 | $417,160 | +6.2% | 2,588 | 0.0% | 0.16% | +1.3% |
| Q1 2023 | $392,755 | +7.3% | 2,588 | 0.0% | 0.16% | -1.3% |
| Q4 2022 | $366,000 | +9.9% | 2,588 | 0.0% | 0.16% | -0.6% |
| Q3 2022 | $333,000 | -6.5% | 2,588 | 0.0% | 0.16% | -2.5% |
| Q2 2022 | $356,000 | -11.7% | 2,588 | 0.0% | 0.16% | +7.2% |
| Q1 2022 | $403,000 | -0.5% | 2,588 | 0.0% | 0.15% | +6.3% |
| Q4 2021 | $405,000 | +6.0% | 2,588 | 0.0% | 0.14% | -5.9% |
| Q2 2021 | $382,000 | +4.4% | 2,588 | 0.0% | 0.15% | -3.8% |
| Q1 2021 | $366,000 | +10.6% | 2,588 | 0.0% | 0.16% | -17.7% |
| Q4 2020 | $331,000 | +13.7% | 2,588 | 0.0% | 0.19% | -1.0% |
| Q3 2020 | $291,000 | +3.9% | 2,588 | 0.0% | 0.19% | -4.0% |
| Q2 2020 | $280,000 | -33.3% | 2,588 | -19.9% | 0.20% | -35.0% |
| Q1 2020 | $420,000 | 0.0% | 3,231 | 0.0% | 0.31% | +1.6% |
| Q4 2019 | $420,000 | – | 3,231 | – | 0.31% | – |
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% |