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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,333 | +95525.8% | 1,311 | -13.9% | 0.00% | – |
| Q4 2022 | $221 | -99.9% | 1,522 | -1.7% | 0.00% | – |
| Q4 2021 | $243,000 | 0.0% | 1,549 | -10.1% | 0.00% | – |
| Q1 2021 | $243,000 | -5.8% | 1,723 | -14.4% | 0.00% | – |
| Q4 2020 | $258,000 | -0.8% | 2,014 | -25.5% | 0.00% | – |
| Q1 2020 | $260,000 | +28.7% | 2,705 | +47.7% | 0.00% | – |
| Q2 2018 | $202,000 | – | 1,831 | – | 0.00% | – |
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% |