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 | $1,107,746 | -20.5% | 7,201 | -16.7% | 0.01% | -13.3% |
| Q2 2023 | $1,392,912 | +47.6% | 8,642 | +38.9% | 0.02% | +25.0% |
| Q1 2023 | $943,919 | +29.6% | 6,220 | +23.9% | 0.01% | -53.8% |
| Q4 2022 | $728,135 | +53.9% | 5,019 | +36.4% | 0.03% | +36.8% |
| Q3 2022 | $473,000 | -1.7% | 3,680 | +5.2% | 0.02% | 0.0% |
| Q2 2022 | $481,000 | -4.0% | 3,499 | +8.8% | 0.02% | +5.6% |
| Q1 2022 | $501,000 | +5.5% | 3,217 | +6.2% | 0.02% | +12.5% |
| Q4 2021 | $475,000 | +48.4% | 3,030 | +37.8% | 0.02% | +33.3% |
| Q3 2021 | $320,000 | -71.3% | 2,199 | -70.8% | 0.01% | -72.7% |
| Q2 2021 | $1,114,000 | +4.6% | 7,543 | 0.0% | 0.04% | -4.3% |
| Q1 2021 | $1,065,000 | +10.6% | 7,543 | +0.2% | 0.05% | +2.2% |
| Q4 2020 | $963,000 | +10.1% | 7,525 | -3.3% | 0.04% | 0.0% |
| Q3 2020 | $875,000 | +6.8% | 7,780 | +2.8% | 0.04% | +2.3% |
| Q2 2020 | $819,000 | +33.2% | 7,570 | +18.4% | 0.04% | +4.8% |
| Q1 2020 | $615,000 | -34.4% | 6,394 | -11.4% | 0.04% | -43.2% |
| Q4 2019 | $938,000 | – | 7,214 | – | 0.07% | – |
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% |