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 | $70,859,631 | +98166.0% | 458,104 | +2.4% | 10.51% | +0.7% |
Q2 2023 | $72,110 | +18.7% | 447,361 | +11.1% | 10.43% | +4.9% |
Q1 2023 | $60,769 | +12.0% | 402,501 | +7.6% | 9.95% | -13.6% |
Q4 2022 | $54,279 | -99.9% | 374,163 | +5.3% | 11.52% | +8.4% |
Q3 2022 | $45,660,000 | -5.4% | 355,276 | +1.2% | 10.62% | -1.1% |
Q2 2022 | $48,257,000 | -9.3% | 351,059 | +2.7% | 10.74% | +6.0% |
Q1 2022 | $53,209,000 | -1.2% | 341,698 | -0.6% | 10.13% | +8.5% |
Q4 2021 | $53,868,000 | +6.9% | 343,916 | -0.8% | 9.34% | -2.7% |
Q3 2021 | $50,400,000 | +1.0% | 346,583 | -1.9% | 9.60% | -4.3% |
Q1 2021 | $49,897,000 | +11.1% | 353,275 | +0.7% | 10.02% | +5.2% |
Q4 2020 | $44,924,000 | +10.7% | 350,915 | -2.8% | 9.53% | -3.0% |
Q3 2020 | $40,596,000 | -2.4% | 361,020 | -6.1% | 9.82% | -6.1% |
Q2 2020 | $41,600,000 | +16.5% | 384,435 | +3.6% | 10.45% | +0.6% |
Q1 2020 | $35,706,000 | +564.8% | 370,968 | +798.5% | 10.39% | +716.0% |
Q4 2019 | $5,371,000 | +31.9% | 41,289 | +20.8% | 1.27% | +13.7% |
Q3 2019 | $4,073,000 | +5.4% | 34,186 | +3.1% | 1.12% | -1.5% |
Q2 2019 | $3,865,000 | +23.1% | 33,156 | +19.1% | 1.14% | +10.9% |
Q1 2019 | $3,139,000 | +19.4% | 27,842 | +7.1% | 1.02% | +2.4% |
Q4 2018 | $2,629,000 | – | 25,992 | – | 1.00% | – |
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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% |