ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 879 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $417,912 | +6.2% | 2,593 | 0.0% | 0.17% | -1.1% |
Q1 2023 | $393,463 | -24.7% | 2,593 | -28.0% | 0.17% | -23.7% |
Q4 2022 | $522,680 | +12.9% | 3,603 | 0.0% | 0.23% | +59.4% |
Q3 2022 | $463,000 | -6.5% | 3,603 | 0.0% | 0.14% | -14.4% |
Q2 2022 | $495,000 | -11.8% | 3,603 | 0.0% | 0.17% | +12.8% |
Q1 2022 | $561,000 | -0.5% | 3,603 | 0.0% | 0.15% | +59.1% |
Q4 2021 | $564,000 | +6.0% | 3,603 | 0.0% | 0.09% | 0.0% |
Q3 2021 | $532,000 | +87.3% | 3,603 | +87.6% | 0.09% | +63.2% |
Q2 2021 | $284,000 | +4.8% | 1,921 | 0.0% | 0.06% | +35.7% |
Q1 2021 | $271,000 | +3.8% | 1,921 | -5.9% | 0.04% | +27.3% |
Q4 2020 | $261,000 | – | 2,042 | – | 0.03% | – |
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% |