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 | $641,458 | -2.4% | 4,147 | +1.7% | 0.48% | -0.6% |
| Q2 2023 | $657,494 | +6.2% | 4,079 | 0.0% | 0.48% | +12.1% |
| Q1 2023 | $619,029 | -4.6% | 4,079 | -8.8% | 0.43% | +1.4% |
| Q4 2022 | $648,753 | +12.8% | 4,472 | 0.0% | 0.42% | +8.7% |
| Q3 2022 | $575,000 | -6.4% | 4,472 | +0.2% | 0.39% | +11.1% |
| Q2 2022 | $614,000 | -13.9% | 4,464 | -2.5% | 0.35% | +0.6% |
| Q1 2022 | $713,000 | -0.6% | 4,577 | 0.0% | 0.35% | +2.7% |
| Q4 2021 | $717,000 | +17.3% | 4,577 | +8.9% | 0.34% | +5.6% |
| Q3 2021 | $611,000 | +3.4% | 4,204 | +5.0% | 0.32% | -0.9% |
| Q2 2021 | $591,000 | +4.4% | 4,004 | 0.0% | 0.32% | -5.0% |
| Q1 2021 | $566,000 | +10.3% | 4,004 | 0.0% | 0.34% | -7.3% |
| Q4 2020 | $513,000 | +19.0% | 4,004 | +4.5% | 0.37% | -16.2% |
| Q3 2020 | $431,000 | +4.1% | 3,830 | 0.0% | 0.44% | -3.9% |
| Q2 2020 | $414,000 | +12.2% | 3,830 | 0.0% | 0.46% | -12.8% |
| Q1 2020 | $369,000 | -24.7% | 3,830 | +1.6% | 0.52% | +1.9% |
| Q4 2019 | $490,000 | – | 3,769 | – | 0.51% | – |
Download | ||||||
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% |