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 | $2,645,586 | -4.6% | 17,197 | 0.0% | 0.81% | -0.6% |
| Q2 2023 | $2,771,984 | -7.8% | 17,197 | -13.2% | 0.81% | -14.7% |
| Q1 2023 | $3,006,214 | +4.6% | 19,809 | 0.0% | 0.95% | -2.0% |
| Q4 2022 | $2,873,692 | +11.6% | 19,809 | -1.1% | 0.97% | -25.6% |
| Q3 2022 | $2,574,000 | -6.5% | 20,031 | 0.0% | 1.31% | +6.2% |
| Q2 2022 | $2,753,000 | -87.0% | 20,031 | -85.3% | 1.23% | -83.1% |
| Q1 2022 | $21,207,000 | -17.7% | 136,189 | -17.2% | 7.30% | +3.5% |
| Q4 2021 | $25,754,000 | +10.1% | 164,424 | +2.2% | 7.05% | +4.3% |
| Q3 2021 | $23,401,000 | -0.4% | 160,917 | +1.1% | 6.76% | -2.2% |
| Q2 2021 | $23,500,000 | +7.0% | 159,174 | +2.4% | 6.91% | -6.8% |
| Q1 2021 | $21,963,000 | +18.7% | 155,501 | +7.6% | 7.42% | +5.5% |
| Q4 2020 | $18,509,000 | +238.8% | 144,577 | +197.6% | 7.03% | +171.6% |
| Q3 2020 | $5,463,000 | +28652.6% | 48,578 | +29886.4% | 2.59% | +25790.0% |
| Q4 2017 | $19,000 | -76.5% | 162 | -82.9% | 0.01% | -84.6% |
| Q4 2013 | $81,000 | – | 950 | – | 0.06% | – |
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% |