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 | $37,979 | -4.2% | 246 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $39,653 | +5.7% | 246 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $37,503 | -13.6% | 246 | -13.4% | 0.01% | -8.3% |
| Q4 2022 | $43,412 | +17.3% | 284 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $37,000 | -9.8% | 284 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -6.8% | 284 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $44,000 | -55.6% | 284 | -54.8% | 0.01% | -60.0% |
| Q4 2021 | $99,000 | +661.5% | 629 | +623.0% | 0.03% | +500.0% |
| Q3 2021 | $13,000 | 0.0% | 87 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 87 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 87 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 87 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 87 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 87 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -50.0% | 87 | -28.7% | 0.01% | -28.6% |
| Q4 2019 | $16,000 | +6.7% | 122 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | +7.1% | 122 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | 0.0% | 122 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 122 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $12,000 | – | 122 | – | 0.01% | – |
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% |