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 | $1,175,645 | -0.6% | 7,642 | +4.2% | 0.29% | +5.4% |
| Q2 2023 | $1,182,490 | +6.2% | 7,336 | 0.0% | 0.28% | +1.1% |
| Q1 2023 | $1,113,311 | +4.6% | 7,336 | 0.0% | 0.27% | -4.2% |
| Q4 2022 | $1,064,234 | +37.0% | 7,336 | +21.3% | 0.29% | +22.2% |
| Q3 2022 | $777,000 | -6.5% | 6,048 | 0.0% | 0.23% | -4.5% |
| Q2 2022 | $831,000 | -11.7% | 6,048 | 0.0% | 0.24% | +7.0% |
| Q1 2022 | $941,000 | -0.6% | 6,048 | 0.0% | 0.23% | 0.0% |
| Q4 2021 | $947,000 | +7.7% | 6,048 | 0.0% | 0.23% | +1.8% |
| Q3 2021 | $879,000 | -1.5% | 6,048 | 0.0% | 0.22% | -1.7% |
| Q2 2021 | $892,000 | +4.4% | 6,048 | 0.0% | 0.23% | -4.2% |
| Q1 2021 | $854,000 | +6.1% | 6,048 | 0.0% | 0.24% | +9.1% |
| Q4 2020 | $805,000 | – | 6,048 | – | 0.22% | – |
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% |