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 | $487,142 | -4.6% | 3,167 | 0.0% | 0.16% | +6.5% |
| Q2 2023 | $510,416 | +15.6% | 3,167 | +8.8% | 0.15% | +10.1% |
| Q1 2023 | $441,559 | +5.1% | 2,910 | +0.5% | 0.14% | -0.7% |
| Q4 2022 | $420,144 | +14.5% | 2,896 | +1.3% | 0.14% | +7.7% |
| Q3 2022 | $367,000 | -6.6% | 2,859 | 0.0% | 0.13% | 0.0% |
| Q2 2022 | $393,000 | -11.3% | 2,859 | +0.4% | 0.13% | +5.7% |
| Q1 2022 | $443,000 | -0.2% | 2,847 | +0.5% | 0.12% | +6.0% |
| Q4 2021 | $444,000 | +8.8% | 2,834 | +1.1% | 0.12% | -67.2% |
| Q3 2021 | $408,000 | +3.8% | 2,803 | +0.8% | 0.35% | +230.8% |
| Q1 2021 | $393,000 | +10.4% | 2,780 | 0.0% | 0.11% | +4.9% |
| Q4 2020 | $356,000 | +14.5% | 2,780 | +0.7% | 0.10% | -1.9% |
| Q3 2020 | $311,000 | +4.7% | 2,762 | +0.7% | 0.10% | -9.6% |
| Q2 2020 | $297,000 | +14.2% | 2,743 | +1.4% | 0.12% | -5.0% |
| Q1 2020 | $260,000 | -26.1% | 2,704 | 0.0% | 0.12% | -0.8% |
| Q4 2019 | $352,000 | +10.7% | 2,704 | +1.2% | 0.12% | +14.0% |
| Q3 2019 | $318,000 | +2.3% | 2,672 | 0.0% | 0.11% | -7.0% |
| Q2 2019 | $311,000 | +3.7% | 2,672 | +0.6% | 0.12% | +0.9% |
| Q1 2019 | $300,000 | – | 2,657 | – | 0.11% | – |
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% |