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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,461 | -72.4% | 133 | -77.0% | 0.00% | -66.7% |
| Q3 2022 | $74,000 | +825.0% | 579 | +1013.5% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 52 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | – | 52 | – | 0.00% | – |
| Q3 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2017 | $376,992,000 | +5.9% | 3,300 | 0.0% | 0.03% | +3.3% |
| Q3 2017 | $356,103,000 | +2.8% | 3,300 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $346,368,000 | +2152.4% | 3,300 | +1829.8% | 0.03% | +1450.0% |
| Q1 2016 | $15,378,000 | -58.2% | 171 | -60.2% | 0.00% | -94.1% |
| Q4 2013 | $36,748,000 | – | 430 | – | 0.03% | – |
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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% |