ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,911 | -13.4% | 1,969 | -9.2% | 0.01% | -15.4% |
| Q2 2023 | $349,622 | +6.2% | 2,169 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $329,168 | +4.6% | 2,169 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $314,657 | +12.8% | 2,169 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $279,000 | -6.4% | 2,169 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $298,000 | -19.2% | 2,169 | -8.4% | 0.01% | -7.1% |
| Q1 2022 | $369,000 | -1.1% | 2,369 | -0.4% | 0.01% | 0.0% |
| Q4 2021 | $373,000 | +7.8% | 2,379 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $346,000 | -1.4% | 2,379 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $351,000 | -0.3% | 2,379 | -4.4% | 0.01% | -6.7% |
| Q1 2021 | $352,000 | +10.3% | 2,489 | 0.0% | 0.02% | +7.1% |
| Q4 2020 | $319,000 | +13.9% | 2,489 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $280,000 | -9.7% | 2,489 | -13.2% | 0.01% | -17.6% |
| Q2 2020 | $310,000 | +12.3% | 2,868 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $276,000 | -26.0% | 2,868 | 0.0% | 0.02% | -10.0% |
| Q4 2019 | $373,000 | – | 2,868 | – | 0.02% | – |
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% |