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 | $402,445 | -4.6% | 2,616 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $421,673 | +6.2% | 2,616 | 0.0% | 0.03% | +3.3% |
| Q1 2023 | $397,004 | +101695.9% | 2,616 | -2.8% | 0.03% | 0.0% |
| Q4 2022 | $390 | -99.9% | 2,690 | 0.0% | 0.03% | +3.4% |
| Q3 2022 | $346,000 | -6.5% | 2,690 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $370,000 | -11.7% | 2,690 | 0.0% | 0.03% | +3.6% |
| Q1 2022 | $419,000 | +2.2% | 2,690 | +2.8% | 0.03% | +7.7% |
| Q4 2021 | $410,000 | +7.9% | 2,616 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $380,000 | -1.6% | 2,616 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $386,000 | -1.5% | 2,616 | -5.8% | 0.03% | -6.9% |
| Q1 2021 | $392,000 | +24.4% | 2,776 | +12.6% | 0.03% | +16.0% |
| Q4 2020 | $315,000 | +13.7% | 2,466 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $277,000 | +4.1% | 2,466 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $266,000 | +12.2% | 2,466 | 0.0% | 0.02% | -3.8% |
| Q1 2020 | $237,000 | -25.9% | 2,466 | 0.0% | 0.03% | -10.3% |
| Q4 2019 | $320,000 | +9.2% | 2,466 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $293,000 | – | 2,466 | – | 0.03% | – |
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% |