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 | $2,998,507 | -12.0% | 19,489 | -7.7% | 0.12% | -10.8% |
Q2 2023 | $3,405,630 | +9.5% | 21,126 | +3.1% | 0.13% | +1.6% |
Q1 2023 | $3,110,410 | -0.4% | 20,494 | -4.8% | 0.13% | -17.9% |
Q4 2022 | $3,123,111 | -1.7% | 21,528 | -12.9% | 0.16% | -6.0% |
Q3 2022 | $3,178,000 | -10.2% | 24,718 | -4.0% | 0.17% | -8.3% |
Q2 2022 | $3,540,000 | +0.7% | 25,752 | +14.1% | 0.18% | +23.1% |
Q1 2022 | $3,515,000 | +118.3% | 22,567 | +119.7% | 0.15% | +110.0% |
Q4 2021 | $1,610,000 | +29.1% | 10,273 | +19.8% | 0.07% | +12.9% |
Q3 2021 | $1,247,000 | +9.3% | 8,572 | +11.0% | 0.06% | +8.8% |
Q2 2021 | $1,141,000 | +22.6% | 7,724 | +17.3% | 0.06% | +3.6% |
Q1 2021 | $931,000 | +37.9% | 6,587 | +24.9% | 0.06% | +17.0% |
Q4 2020 | $675,000 | +1127.3% | 5,272 | +971.5% | 0.05% | +123.8% |
Q3 2020 | $55,000 | -78.3% | 492 | -74.7% | 0.02% | +10.5% |
Q4 2019 | $253,000 | +12.4% | 1,944 | +2.7% | 0.02% | -17.4% |
Q3 2019 | $225,000 | -51.8% | 1,893 | -55.6% | 0.02% | -64.6% |
Q1 2018 | $467,000 | -13.7% | 4,262 | -33.9% | 0.06% | -52.6% |
Q3 2015 | $541,000 | -12.2% | 6,443 | -3.6% | 0.14% | -6.8% |
Q2 2015 | $616,000 | +1.3% | 6,683 | +1.7% | 0.15% | +8.9% |
Q1 2015 | $608,000 | +4.8% | 6,574 | +6.3% | 0.14% | -6.9% |
Q4 2014 | $580,000 | +1.6% | 6,185 | -2.5% | 0.14% | -5.8% |
Q3 2014 | $571,000 | -1.9% | 6,342 | -1.6% | 0.15% | -1.9% |
Q2 2014 | $582,000 | +17.3% | 6,443 | +12.9% | 0.16% | 0.0% |
Q1 2014 | $496,000 | +17.5% | 5,706 | +15.6% | 0.16% | +10.6% |
Q4 2013 | $422,000 | – | 4,934 | – | 0.14% | – |
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% |