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 | $1,152,030 | -3.8% | 7,488 | +0.8% | 0.22% | -0.4% |
Q2 2023 | $1,197,722 | +3.7% | 7,430 | -2.3% | 0.22% | -3.4% |
Q1 2023 | $1,154,495 | +3.7% | 7,607 | -0.8% | 0.23% | -3.3% |
Q4 2022 | $1,112,935 | +2.9% | 7,672 | -8.9% | 0.24% | -13.0% |
Q3 2022 | $1,082,000 | -9.5% | 8,418 | -3.2% | 0.28% | -9.5% |
Q2 2022 | $1,195,000 | -13.1% | 8,692 | -1.6% | 0.31% | -4.1% |
Q1 2022 | $1,375,000 | +1.9% | 8,830 | +2.5% | 0.32% | +2.9% |
Q4 2021 | $1,350,000 | +27.7% | 8,616 | +18.5% | 0.31% | +9.9% |
Q3 2021 | $1,057,000 | -1.5% | 7,268 | 0.0% | 0.28% | -2.4% |
Q2 2021 | $1,073,000 | +4.5% | 7,268 | 0.0% | 0.29% | -6.2% |
Q1 2021 | $1,027,000 | +10.4% | 7,268 | 0.0% | 0.31% | +1.7% |
Q4 2020 | $930,000 | -10.0% | 7,268 | -22.3% | 0.30% | -22.3% |
Q3 2020 | $1,033,000 | +2.1% | 9,354 | +0.1% | 0.39% | -4.9% |
Q2 2020 | $1,012,000 | +27.1% | 9,348 | +24.6% | 0.41% | +17.1% |
Q1 2020 | $796,000 | -14.8% | 7,500 | +4.5% | 0.35% | +2.3% |
Q4 2019 | $934,000 | – | 7,180 | – | 0.34% | – |
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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% |