ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,440 | -4.6% | 3,565 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $574,642 | +6.2% | 3,565 | 0.0% | 0.07% | -5.1% |
| Q1 2023 | $541,024 | +2.2% | 3,565 | 0.0% | 0.08% | +1.3% |
| Q4 2022 | $529,189 | +15.5% | 3,565 | 0.0% | 0.08% | +5.5% |
| Q3 2022 | $458,000 | -7.8% | 3,565 | -0.1% | 0.07% | -2.7% |
| Q2 2022 | $497,000 | -10.5% | 3,567 | 0.0% | 0.08% | +5.6% |
| Q1 2022 | $555,000 | +2.4% | 3,567 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $542,000 | -25.5% | 3,567 | -28.8% | 0.07% | -23.7% |
| Q3 2021 | $728,000 | -1.5% | 5,007 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $739,000 | +4.5% | 5,007 | +0.0% | 0.09% | -6.0% |
| Q1 2021 | $707,000 | +10.3% | 5,005 | 0.0% | 0.10% | -2.0% |
| Q4 2020 | $641,000 | – | 5,005 | – | 0.10% | – |
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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% |