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 | $1,315,947 | -6.5% | 8,554 | -2.1% | 0.84% | -1.6% |
| Q2 2023 | $1,407,833 | +5.0% | 8,734 | -1.1% | 0.86% | -0.8% |
| Q1 2023 | $1,340,648 | +6.7% | 8,834 | +2.0% | 0.86% | +3.3% |
| Q4 2022 | $1,256,886 | +9.4% | 8,664 | -3.1% | 0.84% | +4.1% |
| Q3 2022 | $1,149,000 | -4.0% | 8,941 | +2.7% | 0.80% | -1.1% |
| Q2 2022 | $1,197,000 | -14.4% | 8,709 | -3.0% | 0.81% | +3.8% |
| Q1 2022 | $1,398,000 | +3.0% | 8,976 | +0.9% | 0.78% | +10.0% |
| Q4 2021 | $1,357,000 | -1.0% | 8,900 | 0.0% | 0.71% | +6.1% |
| Q3 2021 | $1,371,000 | +4.8% | 8,900 | +1.4% | 0.67% | -3.3% |
| Q2 2021 | $1,308,000 | +40.9% | 8,775 | +36.3% | 0.69% | +28.0% |
| Q1 2021 | $928,000 | +14.3% | 6,440 | +1.6% | 0.54% | +5.4% |
| Q4 2020 | $812,000 | +11.5% | 6,340 | +1.6% | 0.51% | -1.7% |
| Q3 2020 | $728,000 | +2.0% | 6,240 | -5.1% | 0.52% | -14.0% |
| Q2 2020 | $714,000 | +4.7% | 6,574 | -0.8% | 0.61% | -10.6% |
| Q1 2020 | $682,000 | -17.3% | 6,629 | +4.5% | 0.68% | -8.8% |
| Q4 2019 | $825,000 | – | 6,343 | – | 0.75% | – |
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% |