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 | $459,351 | -4.6% | 2,986 | 0.0% | 0.21% | +4.4% |
| Q2 2023 | $481,297 | +0.4% | 2,986 | -5.4% | 0.20% | -7.7% |
| Q1 2023 | $479,226 | -4.5% | 3,158 | -8.8% | 0.22% | -8.3% |
| Q4 2022 | $502,035 | +23.0% | 3,461 | +9.0% | 0.24% | +8.6% |
| Q3 2022 | $408,000 | +7.4% | 3,176 | +14.8% | 0.22% | +9.9% |
| Q2 2022 | $380,000 | -14.8% | 2,767 | -3.4% | 0.20% | +9.2% |
| Q1 2022 | $446,000 | -0.7% | 2,864 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $449,000 | +7.2% | 2,864 | -0.6% | 0.18% | 0.0% |
| Q3 2021 | $419,000 | -1.4% | 2,882 | 0.0% | 0.18% | +81.8% |
| Q2 2021 | $425,000 | -47.3% | 2,882 | -49.5% | 0.10% | -42.4% |
| Q1 2021 | $806,000 | +16.8% | 5,702 | +5.7% | 0.17% | -0.6% |
| Q4 2020 | $690,000 | +13.9% | 5,392 | +0.1% | 0.17% | +4.8% |
| Q3 2020 | $606,000 | +1.3% | 5,388 | -2.5% | 0.16% | -1.2% |
| Q2 2020 | $598,000 | +57.0% | 5,528 | +39.8% | 0.17% | +51.8% |
| Q1 2020 | $381,000 | -40.3% | 3,955 | -19.4% | 0.11% | -33.3% |
| Q4 2019 | $638,000 | – | 4,907 | – | 0.16% | – |
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% |