ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,998 | -62.3% | 260 | -60.5% | 0.00% | – |
| Q2 2023 | $106,224 | -45.3% | 659 | -50.8% | 0.00% | -100.0% |
| Q4 2022 | $194,249 | +455.0% | 1,339 | +419.0% | 0.00% | – |
| Q2 2022 | $35,000 | +29.6% | 258 | +50.9% | 0.00% | – |
| Q1 2022 | $27,000 | +2600.0% | 171 | +1610.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 10 | +11.1% | 0.00% | – |
| Q4 2020 | $1,000 | -90.0% | 9 | -90.0% | 0.00% | – |
| Q3 2020 | $10,000 | -85.7% | 90 | -86.0% | 0.00% | -100.0% |
| Q2 2020 | $70,000 | +677.8% | 643 | +805.6% | 0.00% | – |
| Q4 2019 | $9,000 | +28.6% | 71 | +20.3% | 0.00% | – |
| Q1 2019 | $7,000 | +16.7% | 59 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | -66.7% | 59 | -62.7% | 0.00% | – |
| Q3 2018 | $18,000 | 0.0% | 158 | -1.9% | 0.00% | – |
| Q2 2018 | $18,000 | -99.8% | 161 | -99.8% | 0.00% | -100.0% |
| Q1 2018 | $10,575,000 | +11.2% | 96,718 | +16.2% | 0.11% | +11.2% |
| Q4 2017 | $9,507,000 | +37928.0% | 83,217 | +36081.3% | 0.10% | – |
| Q3 2017 | $25,000 | 0.0% | 230 | -2.5% | 0.00% | – |
| Q2 2017 | $25,000 | -99.8% | 236 | -99.8% | 0.00% | -100.0% |
| Q1 2017 | $15,159,000 | +119.5% | 145,700 | +113.9% | 0.20% | +97.0% |
| Q4 2016 | $6,905,000 | +3.0% | 68,109 | -3.5% | 0.10% | -1.0% |
| Q3 2016 | $6,701,000 | +44.0% | 70,565 | +40.9% | 0.10% | +30.8% |
| Q2 2016 | $4,653,000 | +5.2% | 50,081 | +1.8% | 0.08% | +1.3% |
| Q1 2016 | $4,424,000 | +891.9% | 49,199 | +876.0% | 0.08% | +862.5% |
| Q4 2015 | $446,000 | +961.9% | 5,041 | +920.4% | 0.01% | – |
| Q3 2015 | $42,000 | +82.6% | 494 | +98.4% | 0.00% | – |
| Q2 2015 | $23,000 | 0.0% | 249 | -1.2% | 0.00% | – |
| Q1 2015 | $23,000 | -4.2% | 252 | -1.6% | 0.00% | -100.0% |
| Q4 2014 | $24,000 | +4.3% | 256 | +1.2% | 0.00% | 0.0% |
| Q3 2014 | $23,000 | 0.0% | 253 | -1.9% | 0.00% | – |
| Q2 2014 | $23,000 | 0.0% | 258 | -2.3% | 0.00% | -100.0% |
| Q1 2014 | $23,000 | 0.0% | 264 | -1.5% | 0.00% | 0.0% |
| Q4 2013 | $23,000 | +4.5% | 268 | -3.6% | 0.00% | 0.0% |
| Q3 2013 | $22,000 | – | 278 | – | 0.00% | – |
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% |