ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. 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 | $82,305 | -21.4% | 535 | -17.7% | 0.00% | -20.0% |
| Q2 2023 | $104,774 | -46.8% | 650 | -49.9% | 0.01% | -50.0% |
| Q1 2023 | $196,833 | -2.9% | 1,297 | -7.2% | 0.01% | -9.1% |
| Q4 2022 | $202,663 | +12.6% | 1,397 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $180,000 | -10.4% | 1,397 | -4.2% | 0.01% | -8.3% |
| Q2 2022 | $201,000 | -11.5% | 1,459 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $227,000 | -6.6% | 1,459 | -5.8% | 0.01% | 0.0% |
| Q4 2021 | $243,000 | +4.3% | 1,549 | -3.1% | 0.01% | -8.3% |
| Q3 2021 | $233,000 | -1.3% | 1,599 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $236,000 | +8.8% | 1,599 | +4.0% | 0.01% | 0.0% |
| Q1 2021 | $217,000 | +171.2% | 1,537 | +145.9% | 0.01% | +140.0% |
| Q4 2020 | $80,000 | +90.5% | 625 | +66.7% | 0.01% | +66.7% |
| Q3 2020 | $42,000 | +2.4% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $41,000 | +13.9% | 375 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $36,000 | -62.1% | 375 | -48.6% | 0.00% | -50.0% |
| Q4 2019 | $95,000 | +66.7% | 729 | +53.5% | 0.01% | +50.0% |
| Q3 2019 | $57,000 | -1.7% | 475 | -5.0% | 0.00% | 0.0% |
| Q2 2019 | $58,000 | +3.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $56,000 | +9.8% | 500 | 0.0% | 0.00% | -20.0% |
| Q4 2018 | $51,000 | -12.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $58,000 | +16.0% | 500 | +11.1% | 0.01% | +25.0% |
| Q2 2018 | $50,000 | -18.0% | 450 | -18.9% | 0.00% | -20.0% |
| Q1 2018 | $61,000 | -3.2% | 555 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $63,000 | +5.0% | 555 | 0.0% | 0.01% | +20.0% |
| Q3 2017 | $60,000 | +3.4% | 555 | 0.0% | 0.01% | -16.7% |
| Q2 2017 | $58,000 | 0.0% | 555 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $58,000 | -28.4% | 555 | -30.6% | 0.01% | -33.3% |
| Q4 2016 | $81,000 | -4.7% | 800 | -10.3% | 0.01% | 0.0% |
| Q3 2016 | $85,000 | – | 892 | – | 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% |