ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,969 | -57.7% | 12,800 | -55.7% | 0.00% | -57.1% |
| Q2 2023 | $4,658 | +31.1% | 28,900 | +18.0% | 0.01% | +40.0% |
| Q4 2022 | $3,554 | -99.8% | 24,500 | +60.1% | 0.01% | +66.7% |
| Q3 2022 | $1,966,000 | +163.2% | 15,300 | +218.8% | 0.00% | +200.0% |
| Q1 2022 | $747,000 | -64.9% | 4,800 | -64.7% | 0.00% | -66.7% |
| Q4 2021 | $2,130,000 | +66.4% | 13,600 | +54.5% | 0.00% | +50.0% |
| Q3 2021 | $1,280,000 | +35.3% | 8,800 | +31.3% | 0.00% | +100.0% |
| Q1 2021 | $946,000 | -14.5% | 6,700 | -41.7% | 0.00% | 0.0% |
| Q1 2020 | $1,107,000 | +200.0% | 11,500 | +271.0% | 0.00% | – |
| Q3 2019 | $369,000 | +9.2% | 3,100 | +6.9% | 0.00% | – |
| Q2 2019 | $338,000 | -52.4% | 2,900 | -54.0% | 0.00% | -100.0% |
| Q1 2019 | $710,000 | -34.4% | 6,300 | -41.1% | 0.00% | 0.0% |
| Q4 2018 | $1,082,000 | -26.1% | 10,700 | -19.5% | 0.00% | 0.0% |
| Q2 2018 | $1,465,000 | – | 13,300 | – | 0.00% | – |
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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% |