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 | $364,538 | -16.7% | 2,370 | -12.7% | 0.16% | -20.8% |
| Q2 2023 | $437,863 | -41.6% | 2,716 | -45.0% | 0.20% | -49.6% |
| Q1 2023 | $749,191 | -7.1% | 4,937 | -11.2% | 0.40% | -7.0% |
| Q4 2022 | $806,770 | -1.1% | 5,561 | -12.4% | 0.43% | +1.9% |
| Q3 2022 | $816,000 | -73.4% | 6,348 | -71.5% | 0.42% | -69.6% |
| Q2 2022 | $3,066,000 | -37.8% | 22,303 | -29.6% | 1.39% | -24.4% |
| Q1 2022 | $4,931,000 | -51.6% | 31,666 | -51.3% | 1.84% | -45.4% |
| Q4 2021 | $10,189,000 | -4.4% | 65,048 | -11.2% | 3.37% | -8.8% |
| Q3 2021 | $10,657,000 | +1.0% | 73,282 | +2.6% | 3.69% | -6.7% |
| Q2 2021 | $10,548,000 | -7.3% | 71,442 | -11.4% | 3.96% | -18.2% |
| Q1 2021 | $11,384,000 | -17.2% | 80,601 | -25.0% | 4.84% | -27.0% |
| Q4 2020 | $13,754,000 | +4.1% | 107,432 | -8.6% | 6.64% | -11.0% |
| Q3 2020 | $13,215,000 | -17.6% | 117,521 | -20.7% | 7.46% | -16.7% |
| Q2 2020 | $16,042,000 | +65.7% | 148,249 | +47.3% | 8.96% | -1.4% |
| Q1 2020 | $9,684,000 | -12.8% | 100,614 | +17.8% | 9.08% | +26.7% |
| Q4 2019 | $11,108,000 | – | 85,387 | – | 7.16% | – |
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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% |