ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,180,876 | -13.5% | 7,676 | -9.3% | 0.01% | -10.0% |
| Q2 2023 | $1,364,635 | +13.4% | 8,466 | +6.8% | 0.01% | +11.1% |
| Q1 2023 | $1,203,457 | -8.0% | 7,930 | -12.1% | 0.01% | -10.0% |
| Q4 2022 | $1,308,531 | +10.4% | 9,020 | -2.2% | 0.01% | 0.0% |
| Q3 2022 | $1,185,000 | -10.8% | 9,220 | -4.7% | 0.01% | 0.0% |
| Q2 2022 | $1,329,000 | -13.8% | 9,670 | -2.3% | 0.01% | 0.0% |
| Q1 2022 | $1,541,000 | -0.8% | 9,895 | -0.3% | 0.01% | 0.0% |
| Q4 2021 | $1,554,000 | +6.1% | 9,920 | -1.5% | 0.01% | 0.0% |
| Q3 2021 | $1,464,000 | -4.1% | 10,070 | -2.6% | 0.01% | 0.0% |
| Q2 2021 | $1,526,000 | +2.3% | 10,335 | -2.1% | 0.01% | 0.0% |
| Q1 2021 | $1,491,000 | +8.3% | 10,560 | -1.9% | 0.01% | 0.0% |
| Q4 2020 | $1,377,000 | +11.8% | 10,760 | -1.8% | 0.01% | -9.1% |
| Q3 2020 | $1,232,000 | -8.5% | 10,960 | -11.9% | 0.01% | -8.3% |
| Q2 2020 | $1,347,000 | -18.0% | 12,445 | -27.1% | 0.01% | -33.3% |
| Q1 2020 | $1,643,000 | -26.9% | 17,070 | -1.2% | 0.02% | +5.9% |
| Q4 2019 | $2,247,000 | +0.8% | 17,270 | -7.7% | 0.02% | -5.6% |
| Q3 2019 | $2,230,000 | +2.2% | 18,720 | 0.0% | 0.02% | -10.0% |
| Q2 2019 | $2,182,000 | +3.4% | 18,720 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $2,110,000 | -17.5% | 18,720 | -26.0% | 0.02% | -25.0% |
| Q4 2018 | $2,558,000 | -13.6% | 25,295 | -1.1% | 0.03% | +3.7% |
| Q3 2018 | $2,962,000 | -11.1% | 25,570 | -15.5% | 0.03% | -12.9% |
| Q2 2018 | $3,331,000 | -3.6% | 30,245 | -4.3% | 0.03% | -8.8% |
| Q1 2018 | $3,457,000 | -18.9% | 31,620 | -15.3% | 0.03% | -15.0% |
| Q4 2017 | $4,262,000 | +5.6% | 37,310 | -0.3% | 0.04% | 0.0% |
| Q3 2017 | $4,037,000 | +2.4% | 37,410 | -0.4% | 0.04% | -4.8% |
| Q2 2017 | $3,942,000 | 0.0% | 37,560 | -0.9% | 0.04% | 0.0% |
| Q1 2017 | $3,942,000 | +5.1% | 37,885 | +2.4% | 0.04% | 0.0% |
| Q4 2016 | $3,752,000 | +5.8% | 37,010 | -0.9% | 0.04% | -2.3% |
| Q3 2016 | $3,545,000 | +1.3% | 37,335 | -0.9% | 0.04% | -4.4% |
| Q2 2016 | $3,501,000 | +3.0% | 37,685 | -0.3% | 0.04% | -4.3% |
| Q1 2016 | $3,398,000 | +4.1% | 37,785 | +2.5% | 0.05% | +4.4% |
| Q4 2015 | $3,263,000 | – | 36,860 | – | 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% |