ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,115 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,977,614 | -3.6% | 51,606 | +0.6% | 0.03% | +210.0% |
| Q2 2023 | $8,272,719 | +70.0% | 51,323 | +60.1% | 0.01% | -89.7% |
| Q1 2023 | $4,865,503 | +30.2% | 32,060 | +3.0% | 0.10% | +106.4% |
| Q4 2022 | $3,736,112 | +1.0% | 31,115 | +8.1% | 0.05% | 0.0% |
| Q3 2022 | $3,699,000 | -6.3% | 28,781 | -1.8% | 0.05% | -2.1% |
| Q2 2022 | $3,947,000 | +5.7% | 29,309 | +22.3% | 0.05% | +23.1% |
| Q1 2022 | $3,734,000 | +10.9% | 23,974 | +11.5% | 0.04% | +21.9% |
| Q4 2021 | $3,367,000 | +20.2% | 21,494 | +11.6% | 0.03% | -15.8% |
| Q3 2021 | $2,801,000 | +0.7% | 19,264 | +2.3% | 0.04% | -2.6% |
| Q2 2021 | $2,782,000 | -5.6% | 18,840 | -9.8% | 0.04% | -17.0% |
| Q1 2021 | $2,948,000 | +88.4% | 20,878 | +70.7% | 0.05% | +88.0% |
| Q4 2020 | $1,565,000 | +15.2% | 12,228 | +1.2% | 0.02% | 0.0% |
| Q3 2020 | $1,358,000 | +83.8% | 12,078 | +76.8% | 0.02% | +56.2% |
| Q2 2020 | $739,000 | -79.9% | 6,833 | -82.1% | 0.02% | -85.7% |
| Q1 2020 | $3,684,000 | +201.7% | 38,279 | +307.7% | 0.11% | +239.4% |
| Q4 2019 | $1,221,000 | +41.8% | 9,389 | +30.0% | 0.03% | +26.9% |
| Q3 2019 | $861,000 | +18.6% | 7,223 | +16.0% | 0.03% | +13.0% |
| Q2 2019 | $726,000 | +842.9% | 6,225 | +812.8% | 0.02% | +666.7% |
| Q1 2019 | $77,000 | +11.6% | 682 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $69,000 | – | 682 | – | 0.00% | – |
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% |