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 | $3,937,189 | -3.5% | 25,593 | +1.1% | 0.20% | -2.0% |
| Q2 2023 | $4,079,518 | +16.5% | 25,309 | +9.7% | 0.20% | +5.8% |
| Q1 2023 | $3,502,671 | +6.2% | 23,080 | +1.5% | 0.19% | -5.0% |
| Q4 2022 | $3,298,114 | +16.0% | 22,735 | +9.9% | 0.20% | +4.7% |
| Q3 2022 | $2,844,000 | 0.0% | 20,688 | 0.0% | 0.19% | 0.0% |
| Q2 2022 | $2,844,000 | -13.7% | 20,688 | -1.7% | 0.19% | -2.0% |
| Q4 2021 | $3,296,000 | -94.1% | 21,046 | -94.5% | 0.20% | -88.9% |
| Q3 2021 | $55,446,000 | +1.1% | 381,282 | +2.7% | 1.77% | +1.3% |
| Q2 2021 | $54,827,000 | +32.9% | 371,354 | +27.1% | 1.75% | +17.8% |
| Q1 2021 | $41,267,000 | – | 292,174 | – | 1.48% | – |
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% |