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 | $317,218 | -87.7% | 2,062 | -87.1% | 0.01% | -86.0% |
| Q2 2023 | $2,579,201 | +6.2% | 16,001 | 0.0% | 0.09% | +6.2% |
| Q1 2023 | $2,428,312 | +4.6% | 16,001 | 0.0% | 0.08% | +8.0% |
| Q4 2022 | $2,321,265 | +12.9% | 16,001 | 0.0% | 0.08% | +2.7% |
| Q3 2022 | $2,056,000 | -6.5% | 16,001 | 0.0% | 0.07% | +10.6% |
| Q2 2022 | $2,199,000 | -11.8% | 16,001 | 0.0% | 0.07% | -2.9% |
| Q1 2022 | $2,492,000 | +192.8% | 16,001 | +194.6% | 0.07% | +195.7% |
| Q4 2021 | $851,000 | -2.0% | 5,431 | -9.0% | 0.02% | -8.0% |
| Q3 2021 | $868,000 | -1.5% | 5,969 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $881,000 | +12485.7% | 5,969 | +10191.4% | 0.03% | – |
| Q3 2019 | $7,000 | -99.0% | 58 | -99.3% | 0.00% | -100.0% |
| Q1 2015 | $718,000 | -15.9% | 7,753 | -14.8% | 0.03% | -26.2% |
| Q4 2014 | $854,000 | +4.1% | 9,103 | 0.0% | 0.04% | -2.3% |
| Q3 2014 | $820,000 | -0.2% | 9,103 | 0.0% | 0.04% | -2.3% |
| Q2 2014 | $822,000 | – | 9,103 | – | 0.04% | – |
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% |