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 | $15,004,559 | +14.4% | 97,534 | +19.8% | 0.26% | +17.0% |
Q2 2023 | $13,121,597 | +21.4% | 81,405 | +14.3% | 0.22% | +12.6% |
Q1 2023 | $10,808,420 | -52.9% | 71,220 | -55.0% | 0.20% | -54.8% |
Q4 2022 | $22,969,472 | +173.4% | 158,334 | +142.2% | 0.44% | +128.1% |
Q3 2022 | $8,400,000 | -6.5% | 65,362 | +0.0% | 0.19% | -5.0% |
Q2 2022 | $8,984,000 | -11.7% | 65,355 | +0.0% | 0.20% | +2.0% |
Q1 2022 | $10,177,000 | +13.8% | 65,353 | +14.5% | 0.20% | +16.5% |
Q4 2021 | $8,940,000 | +7.7% | 57,077 | +0.0% | 0.17% | +1.2% |
Q3 2021 | $8,300,000 | -1.5% | 57,076 | +0.0% | 0.17% | -0.6% |
Q2 2021 | $8,426,000 | +153.0% | 57,074 | +142.0% | 0.17% | +131.5% |
Q1 2021 | $3,331,000 | +10.2% | 23,582 | -0.2% | 0.07% | +4.3% |
Q4 2020 | $3,024,000 | +7857.9% | 23,622 | +6827.3% | 0.07% | +6900.0% |
Q3 2020 | $38,000 | -57.8% | 341 | -58.8% | 0.00% | -50.0% |
Q2 2020 | $90,000 | +69.8% | 828 | +50.5% | 0.00% | 0.0% |
Q1 2020 | $53,000 | -10.2% | 550 | +22.2% | 0.00% | 0.0% |
Q4 2019 | $59,000 | +31.1% | 450 | +20.0% | 0.00% | +100.0% |
Q3 2019 | $45,000 | -50.0% | 375 | -51.5% | 0.00% | -66.7% |
Q2 2019 | $90,000 | +291.3% | 773 | +286.5% | 0.00% | +200.0% |
Q1 2019 | $23,000 | – | 200 | – | 0.00% | – |
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% |