ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,111 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,719,000 | +8.0% | 10,972 | +0.3% | 4.02% | +55.0% |
| Q3 2021 | $1,591,000 | +3.6% | 10,938 | +5.2% | 2.60% | +207.3% |
| Q2 2021 | $1,535,000 | +4.9% | 10,400 | +0.4% | 0.84% | +0.8% |
| Q1 2021 | $1,463,000 | +6.1% | 10,355 | -3.8% | 0.84% | +11.7% |
| Q4 2020 | $1,379,000 | +23.1% | 10,769 | +8.1% | 0.75% | +25.6% |
| Q3 2020 | $1,120,000 | -99.9% | 9,963 | +15.7% | 0.60% | +13.9% |
| Q2 2020 | $931,689,000 | +9.5% | 8,610 | -2.6% | 0.52% | +4.6% |
| Q1 2020 | $851,043,000 | -13.7% | 8,842 | +17.4% | 0.50% | +0.2% |
| Q4 2019 | $986,502,000 | +136157.2% | 7,534 | +24.0% | 0.50% | -21.5% |
| Q3 2019 | $724,000 | +113.6% | 6,076 | +112.3% | 0.64% | +76.5% |
| Q2 2019 | $339,000 | +13.8% | 2,862 | +8.1% | 0.36% | -7.2% |
| Q1 2019 | $298,000 | -46.9% | 2,647 | -52.2% | 0.39% | +36.0% |
| Q4 2018 | $561,000 | – | 5,542 | – | 0.29% | – |
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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% |