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 | $1,213,951 | -5.5% | 7,925 | -0.6% | 1.28% | +0.9% |
| Q2 2023 | $1,284,684 | +4.2% | 7,970 | -3.5% | 1.27% | -0.7% |
| Q1 2023 | $1,233,051 | +2.2% | 8,255 | -0.8% | 1.28% | -1.8% |
| Q4 2022 | $1,206,983 | +276.0% | 8,320 | +232.8% | 1.30% | +3.2% |
| Q3 2022 | $321,000 | -72.1% | 2,500 | -70.2% | 1.26% | -2.4% |
| Q2 2022 | $1,151,000 | -14.2% | 8,385 | -2.7% | 1.29% | +5.8% |
| Q1 2022 | $1,342,000 | -1.6% | 8,614 | -1.1% | 1.22% | +6.0% |
| Q4 2021 | $1,364,000 | – | 8,713 | – | 1.15% | – |
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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% |