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 | $176 | -4.9% | 1,150 | 0.0% | 0.00% | – |
Q2 2023 | $185 | +6.3% | 1,150 | 0.0% | 0.00% | – |
Q1 2023 | $174 | +4.8% | 1,150 | 0.0% | 0.00% | – |
Q4 2022 | $166 | -99.9% | 1,150 | 0.0% | 0.00% | – |
Q3 2022 | $147,000 | -7.0% | 1,150 | 0.0% | 0.00% | – |
Q2 2022 | $158,000 | -11.7% | 1,150 | 0.0% | 0.00% | – |
Q1 2022 | $179,000 | -0.6% | 1,150 | 0.0% | 0.00% | – |
Q4 2021 | $180,000 | +7.8% | 1,150 | 0.0% | 0.00% | – |
Q3 2021 | $167,000 | -1.2% | 1,150 | 0.0% | 0.00% | – |
Q2 2021 | $169,000 | +4.3% | 1,150 | 0.0% | 0.00% | – |
Q1 2021 | $162,000 | +10.2% | 1,150 | 0.0% | 0.00% | – |
Q4 2020 | $147,000 | +14.0% | 1,150 | 0.0% | 0.00% | – |
Q3 2020 | $129,000 | +4.0% | 1,150 | 0.0% | 0.00% | – |
Q2 2020 | $124,000 | -43.9% | 1,150 | -50.0% | 0.00% | – |
Q1 2020 | $221,000 | -26.1% | 2,300 | 0.0% | 0.00% | – |
Q4 2019 | $299,000 | +9.1% | 2,300 | 0.0% | 0.00% | – |
Q3 2019 | $274,000 | +2.2% | 2,300 | 0.0% | 0.00% | – |
Q2 2019 | $268,000 | +3.5% | 2,300 | 0.0% | 0.00% | – |
Q1 2019 | $259,000 | +11.6% | 2,300 | 0.0% | 0.00% | – |
Q4 2018 | $232,000 | -12.8% | 2,300 | 0.0% | 0.00% | – |
Q3 2018 | $266,000 | +5.1% | 2,300 | 0.0% | 0.00% | – |
Q2 2018 | $253,000 | – | 2,300 | – | 0.00% | – |
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% |