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 | $695,972 | -32.5% | 4,524 | -29.2% | 0.65% | +25.1% |
| Q2 2023 | $1,030,488 | +26.3% | 6,393 | +13.7% | 0.52% | -36.5% |
| Q4 2022 | $815,584 | -46.1% | 5,622 | -50.6% | 0.81% | +3.8% |
| Q3 2022 | $1,513,000 | +93.5% | 11,374 | +100.0% | 0.78% | -3.0% |
| Q2 2022 | $782,000 | -19.8% | 5,687 | -9.2% | 0.81% | +10.5% |
| Q1 2022 | $975,000 | -1.4% | 6,262 | -0.9% | 0.73% | -0.3% |
| Q4 2021 | $989,000 | +7.6% | 6,320 | 0.0% | 0.73% | +3.4% |
| Q3 2021 | $919,000 | -1.5% | 6,320 | 0.0% | 0.71% | -4.1% |
| Q2 2021 | $933,000 | +4.5% | 6,320 | 0.0% | 0.74% | -0.7% |
| Q1 2021 | $893,000 | +7.7% | 6,320 | -2.4% | 0.74% | +4.2% |
| Q4 2020 | $829,000 | – | 6,475 | – | 0.71% | – |
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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% |