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 | $888,769 | +5.2% | 5,937 | +15.2% | 0.05% | +42.1% |
| Q2 2023 | $844,474 | +7.1% | 5,153 | 0.0% | 0.04% | -48.6% |
| Q1 2023 | $788,512 | +1.3% | 5,153 | 0.0% | 0.07% | -6.3% |
| Q4 2022 | $778,206 | +7.6% | 5,153 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $723,000 | -4.6% | 5,153 | -4.2% | 0.08% | -23.1% |
| Q2 2022 | $758,000 | -5.5% | 5,377 | +4.3% | 0.10% | +2.0% |
| Q1 2022 | $802,000 | -2.7% | 5,153 | -5.1% | 0.10% | +2.0% |
| Q4 2021 | $824,000 | -3.6% | 5,431 | -2.2% | 0.10% | +6.4% |
| Q3 2021 | $855,000 | +4.0% | 5,552 | 0.0% | 0.09% | -18.3% |
| Q2 2021 | $822,000 | +5.9% | 5,552 | +7.7% | 0.12% | -33.5% |
| Q1 2021 | $776,000 | – | 5,153 | – | 0.17% | – |
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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% |