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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,490 | -4.6% | 1,966 | 0.0% | 0.20% | -6.9% |
| Q2 2023 | $316,943 | +6.4% | 1,966 | +0.1% | 0.22% | -1.8% |
| Q1 2023 | $297,985 | +4.9% | 1,964 | +0.2% | 0.22% | +0.9% |
| Q4 2022 | $284,000 | +13.1% | 1,960 | +0.5% | 0.22% | +5.8% |
| Q3 2022 | $251,000 | +4.1% | 1,950 | +11.4% | 0.21% | +8.4% |
| Q2 2022 | $241,000 | -8.0% | 1,750 | +3.9% | 0.19% | +5.6% |
| Q1 2022 | $262,000 | +7.4% | 1,684 | +8.0% | 0.18% | +16.1% |
| Q4 2021 | $244,000 | +8.0% | 1,559 | +0.3% | 0.16% | -1.9% |
| Q3 2021 | $226,000 | -1.7% | 1,555 | 0.0% | 0.16% | -0.6% |
| Q2 2021 | $230,000 | +5.0% | 1,555 | +0.3% | 0.16% | +1.3% |
| Q1 2021 | $219,000 | -45.9% | 1,551 | -50.4% | 0.16% | -54.0% |
| Q4 2019 | $405,000 | +3.3% | 3,129 | +0.2% | 0.34% | +1.2% |
| Q3 2019 | $392,000 | +8.9% | 3,122 | +0.5% | 0.34% | +2.4% |
| Q2 2019 | $360,000 | -2.7% | 3,105 | -2.5% | 0.33% | -1.5% |
| Q1 2019 | $370,000 | +6.6% | 3,183 | -4.6% | 0.33% | -6.2% |
| Q4 2018 | $347,000 | -8.0% | 3,336 | -2.4% | 0.36% | -4.3% |
| Q3 2018 | $377,000 | -10.9% | 3,417 | -11.1% | 0.37% | +3.3% |
| Q2 2018 | $423,000 | -0.9% | 3,844 | 0.0% | 0.36% | -2.4% |
| Q1 2018 | $427,000 | +123.6% | 3,844 | +133.8% | 0.37% | +112.1% |
| Q4 2017 | $191,000 | – | 1,644 | – | 0.17% | – |
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% |