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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $217,000 | -11.8% | 1,576 | -0.2% | 0.07% | +1.4% |
| Q1 2022 | $246,000 | -0.4% | 1,579 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $247,000 | +7.4% | 1,579 | 0.0% | 0.07% | -1.5% |
| Q3 2021 | $230,000 | +1.3% | 1,579 | +2.5% | 0.07% | 0.0% |
| Q2 2021 | $227,000 | +4.1% | 1,540 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $218,000 | -4.8% | 1,540 | -12.4% | 0.07% | -17.9% |
| Q4 2019 | $229,000 | +9.6% | 1,758 | 0.0% | 0.08% | +2.4% |
| Q3 2019 | $209,000 | +2.0% | 1,758 | 0.0% | 0.08% | +2.5% |
| Q2 2019 | $205,000 | +0.5% | 1,758 | 0.0% | 0.08% | +2.6% |
| Q3 2018 | $204,000 | +1.5% | 1,758 | 0.0% | 0.08% | +5.4% |
| Q4 2017 | $201,000 | -14.5% | 1,758 | -19.4% | 0.07% | -16.9% |
| Q3 2017 | $235,000 | – | 2,181 | – | 0.09% | – |
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% |