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 | $203,782 | -4.8% | 1,324 | 0.0% | 0.21% | 0.0% |
| Q2 2023 | $214,000 | -3.2% | 1,324 | -9.1% | 0.21% | -7.5% |
| Q1 2023 | $221,000 | +5.2% | 1,456 | +0.4% | 0.23% | -5.8% |
| Q4 2022 | $210,000 | +4.0% | 1,450 | -7.8% | 0.24% | -20.7% |
| Q3 2022 | $202,000 | -6.0% | 1,573 | +0.6% | 0.30% | -5.3% |
| Q2 2022 | $215,000 | -13.0% | 1,563 | -0.8% | 0.32% | +6.6% |
| Q4 2021 | $247,000 | -29.8% | 1,575 | -34.8% | 0.30% | -71.3% |
| Q3 2021 | $352,000 | -67.7% | 2,417 | -67.3% | 1.05% | +141.1% |
| Q2 2021 | $1,091,000 | +4.8% | 7,393 | +0.3% | 0.44% | -20.3% |
| Q1 2021 | $1,041,000 | +12.2% | 7,369 | +1.6% | 0.55% | -0.4% |
| Q4 2020 | $928,000 | +18.8% | 7,251 | +4.4% | 0.55% | -4.4% |
| Q3 2020 | $781,000 | +4.1% | 6,943 | +0.2% | 0.57% | -16.2% |
| Q2 2020 | $750,000 | +19.2% | 6,931 | +6.1% | 0.68% | -2.8% |
| Q1 2020 | $629,000 | -27.4% | 6,533 | -1.8% | 0.70% | -3.8% |
| Q4 2019 | $866,000 | – | 6,656 | – | 0.73% | – |
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% |