ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 645 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $348,476 | +2.5% | 2,004 | -9.3% | 0.03% | -6.9% |
Q3 2023 | $339,833 | -4.6% | 2,209 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $356,069 | -18.2% | 2,209 | -23.0% | 0.03% | -23.7% |
Q1 2023 | $435,248 | +7.3% | 2,868 | +2.6% | 0.04% | +2.7% |
Q4 2022 | $405,616 | +39.9% | 2,796 | +23.9% | 0.04% | -7.5% |
Q3 2022 | $290,000 | -11.3% | 2,256 | -5.2% | 0.04% | -4.8% |
Q2 2022 | $327,000 | +0.9% | 2,381 | +14.4% | 0.04% | +23.5% |
Q1 2022 | $324,000 | -0.6% | 2,081 | 0.0% | 0.03% | +3.0% |
Q4 2021 | $326,000 | +7.6% | 2,081 | 0.0% | 0.03% | -2.9% |
Q3 2021 | $303,000 | -4.1% | 2,081 | -2.9% | 0.03% | -2.9% |
Q2 2021 | $316,000 | -1.6% | 2,143 | -5.7% | 0.04% | -7.9% |
Q1 2021 | $321,000 | +2.2% | 2,273 | -7.3% | 0.04% | -2.6% |
Q4 2020 | $314,000 | +8.3% | 2,452 | -5.1% | 0.04% | -2.5% |
Q3 2020 | $290,000 | -2.7% | 2,583 | -6.1% | 0.04% | -9.1% |
Q2 2020 | $298,000 | +11.6% | 2,751 | -0.7% | 0.04% | -6.4% |
Q1 2020 | $267,000 | -64.8% | 2,770 | -52.5% | 0.05% | -55.7% |
Q4 2019 | $758,000 | +7.4% | 5,827 | -1.7% | 0.11% | 0.0% |
Q3 2019 | $706,000 | -17.7% | 5,929 | -19.5% | 0.11% | -15.9% |
Q2 2019 | $858,000 | +5.1% | 7,364 | +1.7% | 0.13% | +3.3% |
Q1 2019 | $816,000 | +17.9% | 7,240 | +5.9% | 0.12% | +5.2% |
Q4 2018 | $692,000 | -13.8% | 6,838 | -1.4% | 0.12% | +3.6% |
Q3 2018 | $803,000 | +3.1% | 6,935 | -2.0% | 0.11% | -7.4% |
Q2 2018 | $779,000 | -0.8% | 7,077 | -1.4% | 0.12% | -4.7% |
Q1 2018 | $785,000 | -16.8% | 7,176 | -13.0% | 0.13% | -13.6% |
Q4 2017 | $943,000 | -9.2% | 8,252 | -14.2% | 0.15% | -12.0% |
Q3 2017 | $1,038,000 | +5.6% | 9,622 | +2.8% | 0.17% | +5.7% |
Q2 2017 | $983,000 | +1.7% | 9,363 | +0.8% | 0.16% | -0.6% |
Q1 2017 | $967,000 | +12.7% | 9,292 | +9.8% | 0.16% | +2.6% |
Q4 2016 | $858,000 | +6.6% | 8,460 | -0.1% | 0.16% | +6.2% |
Q3 2016 | $805,000 | – | 8,472 | – | 0.15% | – |
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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% |