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 | $13,110,245 | -6.5% | 85,220 | -2.0% | 2.00% | -1.8% |
| Q2 2023 | $14,018,051 | +5.5% | 86,966 | -0.7% | 2.04% | -0.8% |
| Q1 2023 | $13,285,830 | +2.0% | 87,545 | -2.5% | 2.06% | -3.2% |
| Q4 2022 | $13,023,659 | +12.1% | 89,775 | -0.7% | 2.12% | -0.7% |
| Q3 2022 | $11,616,000 | -6.2% | 90,383 | +0.3% | 2.14% | +12.6% |
| Q2 2022 | $12,387,000 | -4.6% | 90,113 | +8.0% | 1.90% | +8.4% |
| Q1 2022 | $12,988,000 | -3.3% | 83,405 | -2.8% | 1.75% | -0.3% |
| Q4 2021 | $13,435,000 | – | 85,776 | – | 1.76% | – |
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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% |