ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,450 | +27.2% | 1,901 | +33.3% | 0.01% | +25.0% |
| Q2 2023 | $229,857 | -2.4% | 1,426 | -8.1% | 0.01% | 0.0% |
| Q1 2023 | $235,532 | +16.6% | 1,552 | -1.3% | 0.01% | -11.1% |
| Q3 2022 | $202,000 | -6.5% | 1,573 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $216,000 | -16.0% | 1,573 | -8.8% | 0.01% | -10.0% |
| Q1 2022 | $257,000 | -3.4% | 1,725 | +1.7% | 0.01% | +11.1% |
| Q4 2021 | $266,000 | +8.1% | 1,696 | +0.1% | 0.01% | -10.0% |
| Q3 2021 | $246,000 | -1.6% | 1,695 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $250,000 | -13.2% | 1,695 | -16.7% | 0.01% | -16.7% |
| Q1 2021 | $288,000 | +19.0% | 2,036 | +9.5% | 0.01% | -14.3% |
| Q4 2019 | $242,000 | +9.0% | 1,859 | -0.2% | 0.01% | 0.0% |
| Q3 2019 | $222,000 | -9.4% | 1,863 | -11.4% | 0.01% | -12.5% |
| Q2 2019 | $245,000 | +3.4% | 2,103 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $237,000 | +11.3% | 2,103 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $213,000 | -19.3% | 2,103 | -7.7% | 0.02% | -6.2% |
| Q3 2018 | $264,000 | +5.2% | 2,279 | 0.0% | 0.02% | -20.0% |
| Q2 2018 | $251,000 | +0.8% | 2,279 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $249,000 | -21.9% | 2,279 | -18.4% | 0.02% | -20.0% |
| Q4 2017 | $319,000 | -0.3% | 2,794 | -5.7% | 0.02% | -7.4% |
| Q3 2017 | $320,000 | -47.7% | 2,964 | -49.2% | 0.03% | -50.0% |
| Q2 2017 | $612,000 | +114.7% | 5,834 | +112.6% | 0.05% | +125.0% |
| Q1 2017 | $285,000 | -13.6% | 2,744 | -15.7% | 0.02% | -20.0% |
| Q4 2016 | $330,000 | +21.3% | 3,254 | +13.6% | 0.03% | +20.0% |
| Q3 2016 | $272,000 | -2.9% | 2,864 | -5.0% | 0.02% | -13.8% |
| Q2 2016 | $280,000 | -8.5% | 3,014 | -11.3% | 0.03% | -21.6% |
| Q1 2016 | $306,000 | +1.7% | 3,399 | 0.0% | 0.04% | +23.3% |
| Q4 2015 | $301,000 | -32.5% | 3,399 | -36.0% | 0.03% | -52.4% |
| Q3 2015 | $446,000 | -8.8% | 5,307 | 0.0% | 0.06% | +31.2% |
| Q2 2015 | $489,000 | -18.2% | 5,307 | -17.8% | 0.05% | -18.6% |
| Q1 2015 | $598,000 | -2.3% | 6,457 | -1.0% | 0.06% | -6.3% |
| Q4 2014 | $612,000 | +2.5% | 6,523 | -1.7% | 0.06% | -3.1% |
| Q3 2014 | $597,000 | -2.8% | 6,633 | -2.5% | 0.06% | -1.5% |
| Q2 2014 | $614,000 | +1.3% | 6,803 | -2.4% | 0.07% | -2.9% |
| Q1 2014 | $606,000 | +1.2% | 6,973 | -0.5% | 0.07% | -4.2% |
| Q4 2013 | $599,000 | +7.9% | 7,008 | -1.1% | 0.07% | -4.1% |
| Q3 2013 | $555,000 | +2.8% | 7,088 | -0.6% | 0.07% | -10.8% |
| Q2 2013 | $540,000 | – | 7,128 | – | 0.08% | – |
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% |