ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,835,373 | -8.6% | 11,930 | -4.3% | 1.53% | -0.6% |
| Q2 2023 | $2,009,136 | +10.1% | 12,464 | +3.6% | 1.54% | +13.7% |
| Q1 2023 | $1,825,096 | +14.8% | 12,026 | +9.8% | 1.35% | +9.8% |
| Q4 2022 | $1,589,334 | +14.2% | 10,956 | +1.1% | 1.23% | +8.0% |
| Q3 2022 | $1,392,000 | -4.9% | 10,834 | +1.8% | 1.14% | -1.8% |
| Q2 2022 | $1,463,000 | -8.1% | 10,643 | +4.1% | 1.16% | +6.5% |
| Q1 2022 | $1,592,000 | +10.9% | 10,226 | +11.6% | 1.09% | +22.8% |
| Q4 2021 | $1,435,000 | – | 9,162 | – | 0.89% | – |
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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% |