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 2020 | $708,000 | +19.6% | 5,945 | +8.7% | 0.35% | +24.4% |
| Q2 2020 | $592,000 | +9.0% | 5,470 | -3.0% | 0.28% | -7.9% |
| Q1 2020 | $543,000 | -29.8% | 5,637 | -5.2% | 0.30% | -15.4% |
| Q4 2019 | $773,000 | +9.2% | 5,945 | 0.0% | 0.36% | +3.2% |
| Q3 2019 | $708,000 | +2.2% | 5,945 | 0.0% | 0.35% | +2.7% |
| Q2 2019 | $693,000 | +3.4% | 5,945 | 0.0% | 0.34% | +1.5% |
| Q1 2019 | $670,000 | +11.5% | 5,945 | 0.0% | 0.33% | -0.9% |
| Q4 2018 | $601,000 | -8.0% | 5,945 | +5.5% | 0.34% | -0.9% |
| Q3 2018 | $653,000 | -25.5% | 5,637 | -29.2% | 0.34% | -26.9% |
| Q2 2018 | $876,000 | +0.7% | 7,959 | 0.0% | 0.46% | +4.3% |
| Q1 2018 | $870,000 | -4.3% | 7,959 | 0.0% | 0.44% | +3.2% |
| Q4 2017 | $909,000 | +5.8% | 7,959 | 0.0% | 0.43% | +2.6% |
| Q3 2017 | $859,000 | +2.9% | 7,959 | 0.0% | 0.42% | +5.3% |
| Q2 2017 | $835,000 | +0.8% | 7,959 | 0.0% | 0.40% | -2.2% |
| Q1 2017 | $828,000 | +2.6% | 7,959 | 0.0% | 0.41% | +1.0% |
| Q4 2016 | $807,000 | +6.7% | 7,959 | 0.0% | 0.40% | +10.4% |
| Q3 2016 | $756,000 | +1.3% | 7,959 | -0.8% | 0.37% | -0.3% |
| Q2 2016 | $746,000 | +3.3% | 8,027 | 0.0% | 0.37% | +12.2% |
| Q1 2016 | $722,000 | +2.8% | 8,027 | +1.3% | 0.33% | -4.4% |
| Q4 2015 | $702,000 | +15.8% | 7,925 | +9.9% | 0.34% | +4.6% |
| Q3 2015 | $606,000 | -8.5% | 7,212 | +0.5% | 0.33% | -9.7% |
| Q2 2015 | $662,000 | -1.5% | 7,174 | -1.2% | 0.36% | -7.2% |
| Q1 2015 | $672,000 | -0.7% | 7,259 | +0.6% | 0.39% | -8.0% |
| Q4 2014 | $677,000 | +4.8% | 7,216 | +0.6% | 0.42% | -3.0% |
| Q3 2014 | $646,000 | +0.2% | 7,175 | +0.5% | 0.44% | +18.8% |
| Q2 2014 | $645,000 | +4.5% | 7,139 | +0.5% | 0.37% | -20.9% |
| Q1 2014 | $617,000 | – | 7,101 | – | 0.46% | – |
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% |