ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $247 | +11.3% | 1,423 | -1.4% | 0.02% | 0.0% |
| Q3 2023 | $222 | -17.5% | 1,443 | -13.5% | 0.02% | -13.0% |
| Q2 2023 | $269 | +5.1% | 1,669 | -0.9% | 0.02% | 0.0% |
| Q1 2023 | $256 | +4.9% | 1,684 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $244 | -99.9% | 1,684 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $216,000 | -0.9% | 1,684 | +6.3% | 0.02% | +4.8% |
| Q2 2022 | $218,000 | -11.7% | 1,584 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $247,000 | -0.4% | 1,584 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $248,000 | +7.8% | 1,584 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $230,000 | -1.7% | 1,584 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $234,000 | +2.2% | 1,584 | -2.5% | 0.02% | -4.8% |
| Q1 2021 | $229,000 | +10.1% | 1,624 | 0.0% | 0.02% | +5.0% |
| Q4 2020 | $208,000 | -43.8% | 1,624 | -50.7% | 0.02% | -51.2% |
| Q3 2020 | $370,000 | +3.9% | 3,291 | 0.0% | 0.04% | -4.7% |
| Q2 2020 | $356,000 | +11.6% | 3,291 | -0.8% | 0.04% | -2.3% |
| Q1 2020 | $319,000 | -22.9% | 3,316 | +4.1% | 0.04% | -2.2% |
| Q4 2019 | $414,000 | +8.9% | 3,186 | 0.0% | 0.04% | -2.2% |
| Q3 2019 | $380,000 | -5.0% | 3,186 | -7.2% | 0.05% | -6.1% |
| Q2 2019 | $400,000 | – | 3,435 | – | 0.05% | – |
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% |