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 | $310,449 | -6.6% | 2,018 | -2.2% | 0.05% | -9.3% |
| Q2 2023 | $332,535 | +1.2% | 2,063 | -4.7% | 0.05% | -6.9% |
| Q1 2023 | $328,560 | +7.3% | 2,165 | +2.6% | 0.06% | 0.0% |
| Q4 2022 | $306,243 | +10.6% | 2,111 | -2.0% | 0.06% | -6.5% |
| Q3 2022 | $277,000 | -3.8% | 2,153 | +2.8% | 0.06% | -4.6% |
| Q2 2022 | $288,000 | -42.3% | 2,094 | -34.7% | 0.06% | -40.9% |
| Q1 2022 | $499,000 | +68.6% | 3,208 | +69.6% | 0.11% | +66.7% |
| Q4 2021 | $296,000 | – | 1,891 | – | 0.07% | – |
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% |