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 | $132,149 | -4.6% | 859 | 0.0% | 0.06% | +5.5% |
| Q2 2023 | $138,463 | +15.2% | 859 | +8.5% | 0.06% | -8.3% |
| Q1 2023 | $120,194 | -9.3% | 792 | -13.3% | 0.06% | -1.6% |
| Q4 2022 | $132,449 | -14.5% | 913 | -24.3% | 0.06% | -22.8% |
| Q3 2022 | $155,000 | -28.6% | 1,206 | -23.5% | 0.08% | -28.2% |
| Q2 2022 | $217,000 | +15.4% | 1,577 | +30.8% | 0.11% | +31.0% |
| Q1 2022 | $188,000 | -0.5% | 1,206 | 0.0% | 0.08% | +10.5% |
| Q4 2021 | $189,000 | +7.4% | 1,206 | 0.0% | 0.08% | -7.3% |
| Q3 2021 | $176,000 | -1.1% | 1,206 | 0.0% | 0.08% | +1.2% |
| Q2 2021 | $178,000 | -64.6% | 1,206 | -64.0% | 0.08% | -67.3% |
| Q1 2021 | $503,000 | +16.7% | 3,353 | 0.0% | 0.25% | +1.6% |
| Q4 2020 | $431,000 | +11.1% | 3,353 | 0.0% | 0.24% | +5.2% |
| Q3 2020 | $388,000 | – | 3,353 | – | 0.23% | – |
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% |