ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.24 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,984 | +45.8% | 2,535 | +52.8% | 0.01% | +42.9% |
| Q2 2023 | $267,414 | -45.2% | 1,659 | -48.4% | 0.01% | -46.2% |
| Q1 2023 | $488,364 | +109.6% | 3,218 | +77.6% | 0.01% | +62.5% |
| Q3 2022 | $233,000 | -47.8% | 1,812 | -40.0% | 0.01% | -78.9% |
| Q2 2021 | $446,000 | -67.3% | 3,018 | -75.1% | 0.04% | -56.8% |
| Q3 2020 | $1,362,000 | -16.9% | 12,115 | -28.8% | 0.09% | -26.1% |
| Q1 2020 | $1,639,000 | +311.8% | 17,024 | +456.3% | 0.12% | +395.8% |
| Q4 2019 | $398,000 | – | 3,060 | – | 0.02% | – |
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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% |