ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,821,004 | -4.6% | 11,837 | 0.0% | 0.55% | -4.7% |
| Q2 2023 | $1,908,006 | +6.2% | 11,837 | 0.0% | 0.57% | +0.7% |
| Q1 2023 | $1,796,383 | +4.6% | 11,837 | 0.0% | 0.57% | -1.2% |
| Q4 2022 | $1,717,194 | +12.9% | 11,837 | 0.0% | 0.58% | +1.6% |
| Q3 2022 | $1,521,000 | -6.5% | 11,837 | 0.0% | 0.57% | -1.6% |
| Q2 2022 | $1,627,000 | -11.7% | 11,837 | 0.0% | 0.58% | +0.3% |
| Q1 2022 | $1,843,000 | -0.6% | 11,837 | 0.0% | 0.57% | +1.1% |
| Q4 2021 | $1,854,000 | +7.7% | 11,837 | 0.0% | 0.57% | -3.9% |
| Q3 2021 | $1,721,000 | -1.5% | 11,837 | 0.0% | 0.59% | -3.1% |
| Q2 2021 | $1,748,000 | +4.5% | 11,837 | 0.0% | 0.61% | -4.7% |
| Q1 2021 | $1,672,000 | +10.4% | 11,837 | 0.0% | 0.64% | -1.5% |
| Q4 2020 | $1,515,000 | +18.4% | 11,837 | 0.0% | 0.65% | -1.5% |
| Q3 2020 | $1,280,000 | 0.0% | 11,837 | 0.0% | 0.66% | 0.0% |
| Q2 2020 | $1,280,000 | +12.4% | 11,837 | 0.0% | 0.66% | -30.7% |
| Q1 2020 | $1,139,000 | -30.2% | 11,837 | -5.6% | 0.95% | -5.6% |
| Q4 2019 | $1,631,000 | +9.2% | 12,542 | 0.0% | 1.01% | -0.9% |
| Q3 2019 | $1,494,000 | +2.2% | 12,542 | 0.0% | 1.02% | -13.8% |
| Q2 2019 | $1,462,000 | +3.5% | 12,542 | 0.0% | 1.18% | -1.6% |
| Q1 2019 | $1,413,000 | +11.4% | 12,542 | 0.0% | 1.20% | 0.0% |
| Q4 2018 | $1,268,000 | – | 12,542 | – | 1.20% | – |
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% |