ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 756 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.34 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,679 | -21.3% | 1,538 | -17.5% | 0.20% | -1.4% |
| Q2 2023 | $300,546 | -3.5% | 1,865 | -9.1% | 0.21% | -21.2% |
| Q1 2023 | $311,416 | -15.8% | 2,052 | -19.5% | 0.26% | -14.0% |
| Q4 2022 | $369,770 | -0.1% | 2,549 | -11.5% | 0.31% | -22.1% |
| Q3 2022 | $370,000 | -11.7% | 2,880 | -5.6% | 0.39% | +20.5% |
| Q2 2022 | $419,000 | -37.0% | 3,050 | -33.2% | 0.33% | -26.0% |
| Q3 2021 | $665,000 | -2.9% | 4,569 | -1.4% | 0.44% | +6.0% |
| Q2 2021 | $685,000 | -74.6% | 4,636 | -78.0% | 0.42% | -81.4% |
| Q4 2020 | $2,692,000 | +26.1% | 21,027 | +6.6% | 2.24% | +14.2% |
| Q3 2020 | $2,135,000 | 0.0% | 19,731 | 0.0% | 1.96% | 0.0% |
| Q2 2020 | $2,135,000 | -99.9% | 19,731 | +8.6% | 1.96% | +23.1% |
| Q1 2020 | $1,732,359,000 | +29.1% | 18,170 | +76.4% | 1.59% | +36.6% |
| Q4 2019 | $1,341,482,000 | +254934.6% | 10,298 | +204.8% | 1.16% | +296.3% |
| Q1 1987 | $526,000 | – | 3,379 | – | 0.29% | – |
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% |