ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $560,190 | +13.0% | 3,222 | 0.0% | 0.38% | +1.6% |
| Q3 2023 | $495,598 | -4.6% | 3,222 | 0.0% | 0.37% | -9.5% |
| Q2 2023 | $519,277 | +6.2% | 3,222 | 0.0% | 0.41% | +0.2% |
| Q1 2023 | $488,898 | +4.6% | 3,222 | 0.0% | 0.41% | -5.1% |
| Q4 2022 | $467,346 | +12.9% | 3,222 | 0.0% | 0.43% | -11.6% |
| Q3 2022 | $414,000 | -6.5% | 3,222 | 0.0% | 0.49% | -9.1% |
| Q2 2022 | $443,000 | -11.8% | 3,222 | 0.0% | 0.54% | +2.3% |
| Q1 2022 | $502,000 | -0.6% | 3,222 | 0.0% | 0.53% | +2.3% |
| Q4 2021 | $505,000 | – | 3,222 | – | 0.52% | – |
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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% |