ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,022 filers reported holding ISHARES TR in Q3 2022. 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 | $1,996,382 | +36.3% | 12,977 | +42.8% | 1.28% | +53.9% |
| Q2 2023 | $1,464,411 | +378.6% | 9,085 | +307.4% | 0.84% | +255.3% |
| Q2 2022 | $306,000 | -12.3% | 2,230 | -0.5% | 0.24% | +12.4% |
| Q1 2022 | $349,000 | -0.6% | 2,242 | -0.0% | 0.21% | +41.2% |
| Q4 2021 | $351,000 | +7.7% | 2,243 | -0.0% | 0.15% | +11.3% |
| Q3 2021 | $326,000 | -1.5% | 2,244 | -0.0% | 0.13% | -4.3% |
| Q2 2021 | $331,000 | +6.1% | 2,245 | +1.5% | 0.14% | -1.4% |
| Q1 2021 | $312,000 | -38.7% | 2,212 | -44.4% | 0.14% | -46.2% |
| Q4 2020 | $509,000 | +13.9% | 3,980 | -0.1% | 0.26% | +2.3% |
| Q3 2020 | $447,000 | -6.1% | 3,983 | -9.5% | 0.26% | -9.2% |
| Q2 2020 | $476,000 | -50.5% | 4,401 | -55.9% | 0.28% | -78.0% |
| Q1 2020 | $961,000 | +46.7% | 9,986 | +98.3% | 1.28% | +267.5% |
| Q4 2019 | $655,000 | -26.2% | 5,036 | -35.2% | 0.35% | -32.4% |
| Q1 2019 | $887,000 | +15.2% | 7,775 | +8.8% | 0.52% | -27.5% |
| Q4 2018 | $770,000 | – | 7,146 | – | 0.71% | – |
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% |