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 | $1,070 | -4.6% | 6,958 | 0.0% | 0.06% | +3.8% |
| Q2 2023 | $1,122 | +6.2% | 6,958 | 0.0% | 0.05% | +1.9% |
| Q1 2023 | $1,056 | +4.7% | 6,958 | 0.0% | 0.05% | -3.7% |
| Q4 2022 | $1,009 | -99.9% | 6,958 | 0.0% | 0.05% | +5.9% |
| Q3 2022 | $894,000 | -6.6% | 6,958 | 0.0% | 0.05% | +13.3% |
| Q2 2022 | $957,000 | +160.1% | 6,958 | +196.1% | 0.04% | +246.2% |
| Q1 2022 | $368,000 | 0.0% | 2,350 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $368,000 | +7.6% | 2,350 | 0.0% | 0.01% | -23.5% |
| Q3 2021 | $342,000 | -1.4% | 2,350 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $347,000 | +4.5% | 2,350 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $332,000 | +10.3% | 2,350 | 0.0% | 0.02% | -21.7% |
| Q4 2020 | $301,000 | +13.6% | 2,350 | 0.0% | 0.02% | +27.8% |
| Q3 2020 | $265,000 | +4.3% | 2,350 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $254,000 | +12.4% | 2,350 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $226,000 | -26.1% | 2,350 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $306,000 | +9.3% | 2,350 | 0.0% | 0.02% | -4.0% |
| Q3 2019 | $280,000 | +2.2% | 2,350 | 0.0% | 0.02% | +19.0% |
| Q2 2019 | $274,000 | +3.4% | 2,350 | 0.0% | 0.02% | -8.7% |
| Q1 2019 | $265,000 | +5200.0% | 2,350 | +683.3% | 0.02% | +2200.0% |
| Q4 2018 | $5,000 | -98.2% | 300 | -87.2% | 0.00% | -95.5% |
| Q3 2018 | $272,000 | -15.3% | 2,350 | -21.7% | 0.02% | -18.5% |
| Q2 2018 | $321,000 | 0.0% | 3,000 | 0.0% | 0.03% | +3.8% |
| Q1 2018 | $321,000 | -6.4% | 3,000 | 0.0% | 0.03% | -16.1% |
| Q4 2017 | $343,000 | +5.9% | 3,000 | 0.0% | 0.03% | +55.0% |
| Q3 2017 | $324,000 | +2.9% | 3,000 | 0.0% | 0.02% | -4.8% |
| Q2 2017 | $315,000 | +1.0% | 3,000 | 0.0% | 0.02% | +5.0% |
| Q1 2017 | $312,000 | – | 3,000 | – | 0.02% | – |
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% |