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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,317,009 | +5.2% | 8,561 | +10.3% | 0.50% | +15.9% |
| Q2 2023 | $1,251,456 | -4.2% | 7,764 | -9.8% | 0.43% | -8.0% |
| Q1 2023 | $1,306,923 | +1.4% | 8,612 | -3.1% | 0.46% | -6.1% |
| Q4 2022 | $1,289,428 | +235.8% | 8,888 | +197.6% | 0.50% | +211.3% |
| Q3 2022 | $384,000 | -45.9% | 2,987 | -42.2% | 0.16% | -56.8% |
| Q2 2022 | $710,000 | -10.1% | 5,164 | +1.8% | 0.37% | +29.6% |
| Q1 2022 | $790,000 | +96.5% | 5,073 | +97.5% | 0.28% | +125.4% |
| Q4 2021 | $402,000 | -31.0% | 2,568 | -35.9% | 0.13% | -35.4% |
| Q3 2021 | $583,000 | +44.0% | 4,009 | +46.3% | 0.20% | +40.3% |
| Q2 2021 | $405,000 | – | 2,741 | – | 0.14% | – |
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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% |