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 | $910,579 | -18.7% | 5,919 | -14.8% | 0.14% | -6.2% |
| Q2 2023 | $1,120,144 | +44.5% | 6,949 | +36.0% | 0.14% | +42.2% |
| Q1 2023 | $775,141 | +3.6% | 5,108 | -1.0% | 0.10% | -1.9% |
| Q4 2022 | $748,384 | +73.2% | 5,159 | +53.4% | 0.10% | +48.6% |
| Q3 2022 | $432,000 | -19.7% | 3,363 | -14.0% | 0.07% | -14.6% |
| Q2 2022 | $538,000 | +23.1% | 3,912 | +39.5% | 0.08% | +39.0% |
| Q1 2022 | $437,000 | +20.7% | 2,804 | +21.4% | 0.06% | +22.9% |
| Q4 2021 | $362,000 | +3.4% | 2,310 | +0.1% | 0.05% | +2.1% |
| Q3 2021 | $350,000 | +2.9% | 2,308 | +0.1% | 0.05% | 0.0% |
| Q2 2021 | $340,000 | -51.3% | 2,305 | -53.4% | 0.05% | -54.4% |
| Q1 2021 | $698,000 | +11.0% | 4,944 | +0.6% | 0.10% | -5.5% |
| Q4 2020 | $629,000 | – | 4,913 | – | 0.11% | – |
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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% |