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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,235,000 | -9.6% | 14,260 | -14.7% | 0.18% | -17.0% |
| Q3 2021 | $2,471,000 | +2.6% | 16,711 | +1.9% | 0.21% | +1.0% |
| Q2 2021 | $2,409,000 | +1.3% | 16,400 | -2.1% | 0.21% | -5.8% |
| Q1 2021 | $2,379,000 | +9.4% | 16,760 | -2.1% | 0.22% | +0.5% |
| Q4 2020 | $2,175,000 | +35.0% | 17,125 | +19.5% | 0.22% | +20.7% |
| Q3 2020 | $1,611,000 | +104.2% | 14,330 | +94.3% | 0.18% | +60.0% |
| Q2 2020 | $789,000 | +5.6% | 7,375 | -3.2% | 0.12% | +12.7% |
| Q1 2020 | $747,000 | +86.8% | 7,620 | +147.0% | 0.10% | +137.2% |
| Q4 2019 | $400,000 | +9.3% | 3,085 | -0.2% | 0.04% | +2.4% |
| Q3 2019 | $366,000 | -9.6% | 3,090 | -11.0% | 0.04% | -10.6% |
| Q2 2019 | $405,000 | -1.2% | 3,471 | -4.6% | 0.05% | -2.1% |
| Q1 2019 | $410,000 | +27.7% | 3,640 | +14.9% | 0.05% | +14.3% |
| Q4 2018 | $321,000 | -12.5% | 3,169 | 0.0% | 0.04% | -2.3% |
| Q3 2018 | $367,000 | +7.9% | 3,169 | +2.6% | 0.04% | +2.4% |
| Q2 2018 | $340,000 | +0.3% | 3,090 | -0.3% | 0.04% | 0.0% |
| Q1 2018 | $339,000 | -4.5% | 3,100 | -0.2% | 0.04% | -12.5% |
| Q4 2017 | $355,000 | +6.0% | 3,105 | 0.0% | 0.05% | +4.3% |
| Q3 2017 | $335,000 | +2.8% | 3,105 | 0.0% | 0.05% | -4.2% |
| Q2 2017 | $326,000 | -2.1% | 3,105 | -3.1% | 0.05% | +4.3% |
| Q1 2017 | $333,000 | +16.8% | 3,205 | +6.8% | 0.05% | +15.0% |
| Q3 2016 | $285,000 | +2.2% | 3,000 | 0.0% | 0.04% | -2.4% |
| Q2 2016 | $279,000 | +3.3% | 3,000 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $270,000 | – | 3,000 | – | 0.04% | – |
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% |