ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564 | -4.6% | 3,660 | 0.0% | 0.02% | -32.0% |
| Q2 2023 | $591 | +6.7% | 3,660 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $554 | +6.1% | 3,660 | +1.7% | 0.02% | 0.0% |
| Q4 2022 | $522 | -99.9% | 3,600 | 0.0% | 0.02% | +47.1% |
| Q3 2022 | $463,000 | -6.3% | 3,600 | 0.0% | 0.02% | -10.5% |
| Q2 2022 | $494,000 | -12.3% | 3,600 | 0.0% | 0.02% | -5.0% |
| Q1 2022 | $563,000 | -0.2% | 3,600 | 0.0% | 0.02% | +42.9% |
| Q4 2021 | $564,000 | +7.6% | 3,600 | 0.0% | 0.01% | -26.3% |
| Q3 2021 | $524,000 | -1.5% | 3,600 | 0.0% | 0.02% | +18.8% |
| Q2 2021 | $532,000 | +4.5% | 3,600 | 0.0% | 0.02% | -33.3% |
| Q1 2021 | $509,000 | +4.7% | 3,600 | -5.3% | 0.02% | +4.3% |
| Q4 2020 | $486,000 | +13.3% | 3,800 | 0.0% | 0.02% | -4.2% |
| Q3 2020 | $429,000 | +4.1% | 3,800 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $412,000 | -12.7% | 3,800 | -22.4% | 0.02% | -11.1% |
| Q1 2020 | $472,000 | -25.9% | 4,900 | 0.0% | 0.03% | -37.2% |
| Q4 2019 | $637,000 | -4.6% | 4,900 | -12.5% | 0.04% | -8.5% |
| Q3 2019 | $668,000 | +2.5% | 5,600 | 0.0% | 0.05% | +4.4% |
| Q2 2019 | $652,000 | -21.8% | 5,600 | -24.3% | 0.04% | -28.6% |
| Q1 2019 | $834,000 | +11.9% | 7,400 | 0.0% | 0.06% | -6.0% |
| Q4 2018 | $745,000 | -13.3% | 7,400 | 0.0% | 0.07% | +11.7% |
| Q3 2018 | $859,000 | +5.4% | 7,400 | 0.0% | 0.06% | +1.7% |
| Q2 2018 | $815,000 | -95.5% | 7,400 | -95.5% | 0.06% | -95.5% |
| Q1 2018 | $18,017,000 | +12.5% | 164,800 | +17.5% | 1.30% | +13.4% |
| Q4 2017 | $16,012,000 | +1777.1% | 140,200 | +1674.7% | 1.14% | +1687.5% |
| Q3 2017 | $853,000 | +5.6% | 7,900 | +2.6% | 0.06% | +10.3% |
| Q2 2017 | $808,000 | – | 7,700 | – | 0.06% | – |
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% |