ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 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 | $3,226,651 | -2.8% | 20,974 | +1.8% | 2.65% | +2.0% |
| Q2 2023 | $3,320,203 | +6.3% | 20,598 | +0.0% | 2.60% | +0.8% |
| Q1 2023 | $3,124,749 | -4.3% | 20,590 | -8.5% | 2.58% | -5.1% |
| Q4 2022 | $3,265,014 | +16.8% | 22,506 | +3.5% | 2.72% | +4.5% |
| Q3 2022 | $2,796,000 | -23.8% | 21,749 | -18.5% | 2.60% | -18.0% |
| Q2 2022 | $3,668,000 | -3.8% | 26,684 | +9.0% | 3.17% | +10.1% |
| Q1 2022 | $3,812,000 | +0.9% | 24,481 | +1.5% | 2.88% | +2.3% |
| Q4 2021 | $3,777,000 | – | 24,112 | – | 2.82% | – |
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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% |