ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,933 | +24.2% | 702 | +30.2% | 0.04% | +22.6% |
| Q2 2023 | $86,881 | +138.5% | 539 | +124.6% | 0.03% | +138.5% |
| Q1 2023 | $36,422 | +4.6% | 240 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $34,817 | -99.9% | 240 | -5.1% | 0.01% | 0.0% |
| Q3 2022 | $32,516,000 | -8.7% | 253 | -2.3% | 0.01% | 0.0% |
| Q2 2022 | $35,602,000 | -11.7% | 259 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $40,329,000 | -50.5% | 259 | -50.2% | 0.01% | -50.0% |
| Q4 2021 | $81,421,000 | +33.8% | 520 | +24.4% | 0.03% | +21.7% |
| Q3 2021 | $60,843,000 | -25.3% | 418 | -24.3% | 0.02% | -28.1% |
| Q2 2021 | $81,497,000 | +4.5% | 552 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $77,964,000 | +37.5% | 552 | +24.6% | 0.03% | +18.5% |
| Q4 2020 | $56,713,000 | +130.3% | 443 | +102.3% | 0.03% | +107.7% |
| Q3 2020 | $24,627,000 | +3.9% | 219 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $23,698,000 | +112747.6% | 219 | 0.0% | 0.01% | -7.1% |
| Q1 2020 | $21,000 | -51.2% | 219 | -33.8% | 0.01% | -39.1% |
| Q4 2019 | $43,000 | +65.4% | 331 | +51.1% | 0.02% | +43.8% |
| Q3 2019 | $26,000 | 0.0% | 219 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $26,000 | +4.0% | 219 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $25,000 | +13.6% | 219 | 0.0% | 0.02% | -10.5% |
| Q4 2018 | $22,000 | – | 219 | – | 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% |