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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,281 | -4.2% | 4,066 | 0.0% | 0.78% | -2.0% |
| Q2 2023 | $665,929 | +8.4% | 4,066 | 0.0% | 0.79% | -3.2% |
| Q1 2023 | $614,413 | +4.2% | 4,066 | 0.0% | 0.82% | +9.2% |
| Q4 2022 | $589,855 | -1.5% | 4,066 | 0.0% | 0.75% | +0.8% |
| Q3 2022 | $599,000 | +7.2% | 4,066 | 0.0% | 0.74% | -12.6% |
| Q2 2022 | $559,000 | -11.7% | 4,066 | 0.0% | 0.85% | +45.8% |
| Q1 2022 | $633,000 | -0.6% | 4,066 | 0.0% | 0.58% | +1.9% |
| Q4 2021 | $637,000 | – | 4,066 | – | 0.57% | – |
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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% |