ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,722,637 | -6.6% | 24,198 | -2.1% | 1.91% | -3.4% |
| Q2 2023 | $3,985,602 | +5.4% | 24,726 | -0.8% | 1.98% | -3.8% |
| Q1 2023 | $3,782,404 | +0.9% | 24,924 | -3.5% | 2.05% | -8.2% |
| Q4 2022 | $3,748,375 | +12.2% | 25,838 | -0.6% | 2.24% | -4.5% |
| Q3 2022 | $3,341,000 | -8.9% | 25,998 | -2.6% | 2.34% | -9.1% |
| Q2 2022 | $3,667,000 | -12.0% | 26,679 | -0.3% | 2.58% | -1.7% |
| Q1 2022 | $4,166,000 | -0.9% | 26,752 | -0.3% | 2.62% | -0.2% |
| Q4 2021 | $4,204,000 | +6.0% | 26,842 | -1.5% | 2.63% | +4.2% |
| Q3 2021 | $3,965,000 | +0.3% | 27,264 | +1.9% | 2.52% | -1.7% |
| Q2 2021 | $3,952,000 | +3.3% | 26,767 | -1.2% | 2.57% | -5.9% |
| Q1 2021 | $3,826,000 | +12.7% | 27,089 | +2.2% | 2.73% | -0.1% |
| Q4 2020 | $3,394,000 | – | 26,513 | – | 2.73% | – |
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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% |