ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 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 | $217,530 | -8.8% | 1,414 | -4.4% | 0.05% | -7.5% |
| Q2 2023 | $238,400 | +6.2% | 1,479 | 0.0% | 0.05% | -1.9% |
| Q1 2023 | $224,453 | +230.1% | 1,479 | +215.4% | 0.05% | +260.0% |
| Q3 2021 | $68,000 | -97.4% | 469 | -97.4% | 0.02% | -97.2% |
| Q2 2021 | $2,657,000 | -0.0% | 17,995 | -4.4% | 0.54% | -8.9% |
| Q1 2021 | $2,658,000 | +7.4% | 18,820 | -2.7% | 0.59% | +6.3% |
| Q4 2020 | $2,476,000 | -56.7% | 19,340 | -62.0% | 0.56% | -64.3% |
| Q3 2020 | $5,718,000 | +3.5% | 50,845 | -0.4% | 1.56% | -13.7% |
| Q2 2020 | $5,526,000 | +32.3% | 51,065 | +17.7% | 1.81% | +7.4% |
| Q1 2020 | $4,177,000 | -25.1% | 43,399 | +1.2% | 1.69% | +20.8% |
| Q4 2019 | $5,579,000 | +7.3% | 42,885 | -1.8% | 1.40% | -43.6% |
| Q3 2019 | $5,200,000 | +2.5% | 43,650 | +0.3% | 2.48% | +13.1% |
| Q2 2019 | $5,071,000 | +2.7% | 43,505 | -0.7% | 2.19% | -3.4% |
| Q1 2019 | $4,938,000 | +4.7% | 43,800 | -6.1% | 2.27% | +5.5% |
| Q4 2018 | $4,716,000 | – | 46,625 | – | 2.15% | – |
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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% |