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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $82,046 | +6.2% | 509 | 0.0% | 0.08% | +6.4% |
| Q1 2023 | $77,246 | +4.6% | 509 | 0.0% | 0.08% | +36.8% |
| Q4 2022 | $73,841 | +13.6% | 509 | 0.0% | 0.06% | +9.6% |
| Q3 2022 | $65,000 | -7.1% | 509 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $70,000 | -11.4% | 509 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $79,000 | -1.2% | 509 | 0.0% | 0.05% | +6.1% |
| Q4 2021 | $80,000 | +8.1% | 509 | 0.0% | 0.05% | +4.3% |
| Q3 2021 | $74,000 | -1.3% | 509 | 0.0% | 0.05% | +2.2% |
| Q2 2021 | $75,000 | +4.2% | 509 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $72,000 | -4.0% | 509 | -13.1% | 0.05% | -6.0% |
| Q4 2020 | $75,000 | – | 586 | – | 0.05% | – |
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% |