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 | $492,288 | -6.2% | 3,200 | -1.7% | 0.29% | -1.7% |
| Q2 2023 | $524,835 | +6.2% | 3,256 | 0.0% | 0.30% | +1.0% |
| Q1 2023 | $494,131 | +1.2% | 3,256 | -3.3% | 0.30% | -14.5% |
| Q4 2022 | $488,460 | +14.9% | 3,367 | +1.7% | 0.34% | -6.2% |
| Q3 2022 | $425,000 | -6.6% | 3,310 | +0.0% | 0.37% | -5.2% |
| Q2 2022 | $455,000 | -11.7% | 3,309 | 0.0% | 0.39% | -7.0% |
| Q1 2022 | $515,000 | -11.4% | 3,309 | -10.8% | 0.42% | -7.1% |
| Q4 2021 | $581,000 | – | 3,708 | – | 0.45% | – |
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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% |