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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $6,733,368 | +9.6% | 38,722 | -3.1% | 0.23% | -7.6% |
Q3 2023 | $6,145,415 | -1.2% | 39,947 | +3.5% | 0.25% | -4.9% |
Q2 2023 | $6,219,806 | +4.7% | 38,587 | -1.4% | 0.26% | -4.0% |
Q1 2023 | $5,941,297 | -5.1% | 39,149 | -9.2% | 0.28% | -14.9% |
Q4 2022 | $6,257,419 | +6.2% | 43,134 | -5.9% | 0.32% | -5.8% |
Q3 2022 | $5,892,000 | -8.0% | 45,848 | -1.6% | 0.34% | -13.6% |
Q2 2022 | $6,403,000 | -17.0% | 46,582 | -5.9% | 0.40% | +12.5% |
Q1 2022 | $7,712,000 | -10.1% | 49,526 | -9.6% | 0.35% | -16.9% |
Q4 2021 | $8,583,000 | +5.4% | 54,797 | -2.2% | 0.42% | -32.3% |
Q3 2021 | $8,147,000 | -3.4% | 56,027 | -2.0% | 0.63% | -8.5% |
Q2 2021 | $8,437,000 | -3.5% | 57,148 | -7.7% | 0.69% | -21.1% |
Q1 2021 | $8,746,000 | +0.8% | 61,925 | -8.6% | 0.87% | -16.3% |
Q4 2020 | $8,675,000 | +4.3% | 67,765 | -8.4% | 1.04% | -14.5% |
Q3 2020 | $8,316,000 | +1.9% | 73,956 | -2.0% | 1.21% | -4.9% |
Q2 2020 | $8,163,000 | -17.1% | 75,436 | -26.3% | 1.28% | -22.9% |
Q1 2020 | $9,848,000 | -7.7% | 102,315 | +24.8% | 1.66% | -9.2% |
Q4 2019 | $10,666,000 | +8.1% | 81,990 | -1.0% | 1.82% | +2.1% |
Q3 2019 | $9,871,000 | +5.4% | 82,851 | +3.1% | 1.78% | +6.3% |
Q2 2019 | $9,367,000 | +8.9% | 80,358 | +5.4% | 1.68% | +3.6% |
Q1 2019 | $8,598,000 | +4.9% | 76,263 | -5.9% | 1.62% | -2.5% |
Q4 2018 | $8,195,000 | +47.4% | 81,028 | +68.9% | 1.66% | +36.8% |
Q3 2018 | $5,558,000 | +28.9% | 47,980 | +20.1% | 1.22% | +9.6% |
Q3 2017 | $4,311,000 | +1.0% | 39,954 | -1.7% | 1.11% | -3.6% |
Q2 2017 | $4,268,000 | +2.3% | 40,660 | +1.4% | 1.15% | -4.6% |
Q1 2017 | $4,173,000 | +12.6% | 40,112 | +9.7% | 1.21% | +8.6% |
Q4 2016 | $3,707,000 | +13.0% | 36,561 | +5.8% | 1.11% | +5.4% |
Q3 2016 | $3,280,000 | +6.7% | 34,543 | +4.4% | 1.05% | -0.2% |
Q2 2016 | $3,075,000 | +11.7% | 33,097 | +8.5% | 1.06% | +7.2% |
Q1 2016 | $2,752,000 | – | 30,491 | – | 0.98% | – |
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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% |