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 | $414,137 | -60.2% | 2,692 | -58.3% | 0.00% | -66.7% |
| Q2 2023 | $1,041,000 | +6.2% | 6,458 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $980,000 | +4.6% | 6,461 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $937,000 | -73.0% | 6,461 | -76.0% | 0.00% | -81.8% |
| Q3 2022 | $3,465,000 | -66.2% | 26,961 | -63.8% | 0.01% | -54.2% |
| Q2 2022 | $10,249,000 | -19.8% | 74,561 | -9.2% | 0.02% | +9.1% |
| Q1 2022 | $12,782,000 | -26.6% | 82,081 | -26.2% | 0.02% | -8.3% |
| Q4 2021 | $17,423,000 | +263.0% | 111,218 | +237.0% | 0.02% | +200.0% |
| Q3 2021 | $4,800,000 | +46.0% | 33,006 | +48.3% | 0.01% | +33.3% |
| Q2 2021 | $3,287,000 | -25.1% | 22,262 | -28.4% | 0.01% | -33.3% |
| Q1 2021 | $4,391,000 | – | 31,088 | – | 0.01% | – |
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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% |