ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 749 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $690,537 | +6.7% | 4,284 | 0.0% | 0.64% | +6.7% |
| Q1 2023 | $647,141 | +4.1% | 4,284 | 0.0% | 0.60% | +6.6% |
| Q4 2022 | $621,480 | +13.0% | 4,284 | 0.0% | 0.56% | +12.4% |
| Q3 2022 | $550,000 | -6.5% | 4,284 | 0.0% | 0.50% | +2.5% |
| Q2 2022 | $588,000 | -11.8% | 4,284 | 0.0% | 0.49% | +2.5% |
| Q1 2022 | $667,000 | -1.3% | 4,284 | 0.0% | 0.48% | +1.9% |
| Q4 2021 | $676,000 | +7.0% | 4,284 | -0.2% | 0.47% | +4.2% |
| Q3 2021 | $632,000 | -0.3% | 4,293 | 0.0% | 0.45% | -4.3% |
| Q2 2021 | $634,000 | +2.6% | 4,293 | 0.0% | 0.47% | +1.7% |
| Q1 2021 | $618,000 | +16.4% | 4,293 | +3.3% | 0.46% | +3.4% |
| Q4 2020 | $531,000 | +13.7% | 4,154 | 0.0% | 0.44% | -8.1% |
| Q3 2020 | $467,000 | +4.0% | 4,154 | 0.0% | 0.48% | +0.8% |
| Q2 2020 | $449,000 | +12.2% | 4,154 | 0.0% | 0.48% | +3.0% |
| Q1 2020 | $400,000 | -25.9% | 4,154 | 0.0% | 0.47% | -9.5% |
| Q4 2019 | $540,000 | – | 4,154 | – | 0.52% | – |
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% |