ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,611,611 | -7.6% | 10,419 | -3.7% | 0.36% | -5.9% |
| Q2 2023 | $1,743,592 | +5.3% | 10,817 | -0.9% | 0.39% | +1.3% |
| Q1 2023 | $1,656,612 | -0.3% | 10,916 | -4.7% | 0.38% | -7.3% |
| Q4 2022 | $1,661,922 | -17.0% | 11,456 | -26.4% | 0.41% | -18.9% |
| Q3 2022 | $2,002,000 | -7.0% | 15,574 | -0.5% | 0.51% | -4.7% |
| Q2 2022 | $2,152,000 | -15.0% | 15,655 | -3.8% | 0.53% | -8.4% |
| Q1 2022 | $2,533,000 | +4.4% | 16,269 | +5.0% | 0.58% | +6.4% |
| Q4 2021 | $2,426,000 | +2.2% | 15,488 | -5.1% | 0.55% | -5.4% |
| Q3 2021 | $2,373,000 | -4.2% | 16,316 | -2.8% | 0.58% | -7.1% |
| Q2 2021 | $2,477,000 | +4.7% | 16,778 | +0.2% | 0.62% | -5.5% |
| Q1 2021 | $2,365,000 | -25.1% | 16,744 | -32.1% | 0.66% | -3.2% |
| Q4 2020 | $3,157,000 | – | 24,660 | – | 0.68% | – |
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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% |