ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $434,000 | -6.5% | 3,378 | 0.0% | 0.08% | +17.4% |
| Q2 2022 | $464,000 | -11.8% | 3,378 | 0.0% | 0.07% | +4.5% |
| Q1 2022 | $526,000 | -0.6% | 3,378 | 0.0% | 0.07% | +10.0% |
| Q4 2021 | $529,000 | +6.0% | 3,378 | 0.0% | 0.06% | -9.1% |
| Q3 2021 | $499,000 | 0.0% | 3,378 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $499,000 | +4.6% | 3,378 | 0.0% | 0.07% | 0.0% |
| Q1 2021 | $477,000 | +10.4% | 3,378 | 0.0% | 0.07% | +11.9% |
| Q4 2020 | $432,000 | +13.7% | 3,378 | 0.0% | 0.06% | +1.7% |
| Q3 2020 | $380,000 | +3.8% | 3,378 | 0.0% | 0.06% | -3.3% |
| Q2 2020 | $366,000 | +12.6% | 3,378 | 0.0% | 0.06% | -6.2% |
| Q1 2020 | $325,000 | -26.0% | 3,378 | 0.0% | 0.06% | -4.5% |
| Q4 2019 | $439,000 | +9.2% | 3,378 | 0.0% | 0.07% | +1.5% |
| Q3 2019 | $402,000 | +2.0% | 3,378 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $394,000 | +38.7% | 3,378 | +34.2% | 0.07% | +28.3% |
| Q1 2019 | $284,000 | +11.4% | 2,517 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $255,000 | -12.7% | 2,517 | 0.0% | 0.05% | +3.9% |
| Q3 2018 | $292,000 | +5.4% | 2,517 | 0.0% | 0.05% | -3.8% |
| Q2 2018 | $277,000 | +0.7% | 2,517 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $275,000 | -4.5% | 2,517 | 0.0% | 0.05% | -3.6% |
| Q4 2017 | $288,000 | +5.9% | 2,517 | 0.0% | 0.06% | -5.2% |
| Q3 2017 | $272,000 | +3.0% | 2,517 | 0.0% | 0.06% | -7.9% |
| Q2 2017 | $264,000 | +0.8% | 2,517 | 0.0% | 0.06% | -6.0% |
| Q1 2017 | $262,000 | +2.7% | 2,517 | 0.0% | 0.07% | 0.0% |
| Q4 2016 | $255,000 | +6.7% | 2,517 | 0.0% | 0.07% | -11.8% |
| Q3 2016 | $239,000 | +2.1% | 2,517 | 0.0% | 0.08% | -3.8% |
| Q2 2016 | $234,000 | +3.5% | 2,517 | 0.0% | 0.08% | +2.6% |
| Q1 2016 | $226,000 | +1.3% | 2,517 | 0.0% | 0.08% | +14.9% |
| Q4 2015 | $223,000 | +5.2% | 2,517 | 0.0% | 0.07% | 0.0% |
| Q3 2015 | $212,000 | -8.6% | 2,517 | 0.0% | 0.07% | +1.5% |
| Q2 2015 | $232,000 | -0.4% | 2,517 | 0.0% | 0.07% | -5.7% |
| Q1 2015 | $233,000 | -1.3% | 2,517 | 0.0% | 0.07% | +2.9% |
| Q4 2014 | $236,000 | +4.0% | 2,517 | 0.0% | 0.07% | -4.2% |
| Q3 2014 | $227,000 | 0.0% | 2,517 | 0.0% | 0.07% | +4.4% |
| Q2 2014 | $227,000 | +3.7% | 2,517 | 0.0% | 0.07% | 0.0% |
| Q1 2014 | $219,000 | +1.9% | 2,517 | 0.0% | 0.07% | +7.9% |
| Q4 2013 | $215,000 | – | 2,517 | – | 0.06% | – |
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% |