ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,678 | -4.6% | 2,351 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $378,958 | +6.2% | 2,351 | 0.0% | 0.03% | +14.8% |
| Q1 2023 | $356,788 | +98188.7% | 2,351 | -6.0% | 0.03% | 0.0% |
| Q4 2022 | $363 | -99.9% | 2,500 | -26.9% | 0.03% | -22.9% |
| Q3 2022 | $439,000 | +22.6% | 3,419 | +31.4% | 0.04% | +29.6% |
| Q2 2022 | $358,000 | -11.6% | 2,602 | 0.0% | 0.03% | -28.9% |
| Q1 2022 | $405,000 | -3.3% | 2,602 | -2.6% | 0.04% | -7.3% |
| Q4 2021 | $419,000 | +7.7% | 2,672 | 0.0% | 0.04% | +2.5% |
| Q3 2021 | $389,000 | -1.3% | 2,672 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $394,000 | +14.9% | 2,672 | -0.2% | 0.04% | -10.9% |
| Q4 2020 | $343,000 | +14.0% | 2,678 | 0.0% | 0.05% | +2.2% |
| Q3 2020 | $301,000 | -22.2% | 2,678 | -25.2% | 0.04% | -16.7% |
| Q2 2020 | $387,000 | +33.9% | 3,578 | +19.3% | 0.05% | -25.0% |
| Q1 2020 | $289,000 | -7.4% | 2,999 | +25.0% | 0.07% | +2.9% |
| Q4 2019 | $312,000 | +9.1% | 2,399 | 0.0% | 0.07% | +6.1% |
| Q3 2019 | $286,000 | +33.6% | 2,399 | +30.5% | 0.07% | +40.4% |
| Q2 2019 | $214,000 | +3.4% | 1,838 | 0.0% | 0.05% | +2.2% |
| Q1 2019 | $207,000 | -1.9% | 1,838 | -12.0% | 0.05% | -11.5% |
| Q4 2018 | $211,000 | -5.4% | 2,088 | +8.4% | 0.05% | +10.6% |
| Q3 2018 | $223,000 | +19.3% | 1,926 | +13.2% | 0.05% | +14.6% |
| Q2 2018 | $187,000 | +67.0% | 1,701 | +66.8% | 0.04% | +64.0% |
| Q1 2018 | $112,000 | – | 1,020 | – | 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% |