ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,799 | -32.0% | 2,475 | -28.8% | 0.07% | -29.6% |
| Q2 2023 | $560,183 | -3.5% | 3,475 | -9.2% | 0.10% | -9.3% |
| Q1 2023 | $580,519 | +4.6% | 3,825 | 0.0% | 0.11% | -0.9% |
| Q4 2022 | $554,918 | +12.8% | 3,825 | 0.0% | 0.11% | +5.8% |
| Q3 2022 | $492,000 | -6.5% | 3,825 | 0.0% | 0.10% | 0.0% |
| Q2 2022 | $526,000 | -11.7% | 3,825 | 0.0% | 0.10% | +3.0% |
| Q1 2022 | $596,000 | -0.5% | 3,825 | 0.0% | 0.10% | +1.0% |
| Q4 2021 | $599,000 | +7.7% | 3,825 | 0.0% | 0.10% | +2.1% |
| Q3 2021 | $556,000 | -1.6% | 3,825 | 0.0% | 0.10% | -3.0% |
| Q2 2021 | $565,000 | +4.6% | 3,825 | 0.0% | 0.10% | 0.0% |
| Q1 2021 | $540,000 | +10.2% | 3,825 | 0.0% | 0.10% | +1.0% |
| Q4 2020 | $490,000 | +14.0% | 3,825 | +0.0% | 0.10% | -2.9% |
| Q3 2020 | $430,000 | -5.9% | 3,824 | -9.5% | 0.10% | -13.6% |
| Q2 2020 | $457,000 | +8.0% | 4,224 | -4.0% | 0.12% | -15.1% |
| Q1 2020 | $423,000 | -26.0% | 4,399 | 0.0% | 0.14% | -4.8% |
| Q4 2019 | $572,000 | +23.0% | 4,399 | +12.8% | 0.15% | +10.6% |
| Q3 2019 | $465,000 | +45.3% | 3,899 | +41.8% | 0.13% | +43.5% |
| Q2 2019 | $320,000 | +2.6% | 2,749 | -0.5% | 0.09% | +3.4% |
| Q1 2019 | $312,000 | +5.8% | 2,764 | -5.1% | 0.09% | -7.3% |
| Q4 2018 | $295,000 | -12.7% | 2,914 | 0.0% | 0.10% | +5.5% |
| Q3 2018 | $338,000 | +5.3% | 2,914 | 0.0% | 0.09% | +1.1% |
| Q2 2018 | $321,000 | +0.6% | 2,914 | 0.0% | 0.09% | -1.1% |
| Q1 2018 | $319,000 | -52.8% | 2,914 | -50.7% | 0.09% | -51.6% |
| Q4 2017 | $676,000 | +6.0% | 5,913 | 0.0% | 0.19% | +1.6% |
| Q3 2017 | $638,000 | +2.9% | 5,913 | 0.0% | 0.18% | -2.1% |
| Q2 2017 | $620,000 | -0.8% | 5,913 | -1.6% | 0.19% | -4.5% |
| Q1 2017 | $625,000 | +2.6% | 6,008 | 0.0% | 0.20% | -5.7% |
| Q4 2016 | $609,000 | +6.8% | 6,008 | 0.0% | 0.21% | +2.4% |
| Q3 2016 | $570,000 | +2.2% | 6,008 | 0.0% | 0.20% | -2.8% |
| Q2 2016 | $558,000 | +3.3% | 6,008 | +0.0% | 0.21% | +1.9% |
| Q1 2016 | $540,000 | +1.7% | 6,007 | 0.0% | 0.21% | -1.4% |
| Q4 2015 | $531,000 | -4.3% | 6,007 | -9.1% | 0.21% | +16.7% |
| Q3 2015 | $555,000 | -12.7% | 6,607 | -4.3% | 0.18% | -3.7% |
| Q2 2015 | $636,000 | -0.3% | 6,902 | -0.0% | 0.19% | -1.6% |
| Q1 2015 | $638,000 | -10.4% | 6,903 | -9.2% | 0.19% | -10.0% |
| Q4 2014 | $712,000 | +4.1% | 7,602 | 0.0% | 0.21% | +1.9% |
| Q3 2014 | $684,000 | -0.3% | 7,602 | 0.0% | 0.21% | -0.5% |
| Q2 2014 | $686,000 | +8.0% | 7,602 | +4.0% | 0.21% | +2.0% |
| Q1 2014 | $635,000 | +1.8% | 7,307 | 0.0% | 0.20% | -3.8% |
| Q4 2013 | $624,000 | -33.0% | 7,307 | -38.6% | 0.21% | -35.2% |
| Q3 2013 | $932,000 | -27.7% | 11,907 | -30.0% | 0.33% | -30.1% |
| Q2 2013 | $1,289,000 | – | 17,012 | – | 0.47% | – |
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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% |