ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,282,787 | +12.5% | 7,377 | -0.5% | 0.28% | +3.4% |
| Q3 2023 | $1,140,108 | -11.7% | 7,411 | -7.5% | 0.27% | -8.9% |
| Q2 2023 | $1,291,293 | +4.3% | 8,011 | -1.8% | 0.29% | -0.7% |
| Q1 2023 | $1,238,362 | +106563.4% | 8,160 | +2.0% | 0.30% | +5.0% |
| Q4 2022 | $1,161 | -99.9% | 8,000 | +8.1% | 0.28% | +13.3% |
| Q3 2022 | $951,000 | -22.2% | 7,400 | -16.8% | 0.25% | -14.5% |
| Q2 2022 | $1,222,000 | -18.9% | 8,890 | -8.1% | 0.29% | +2.8% |
| Q1 2022 | $1,506,000 | +17.4% | 9,669 | +18.1% | 0.28% | +23.7% |
| Q4 2021 | $1,283,000 | +13.8% | 8,190 | +5.7% | 0.23% | +4.1% |
| Q3 2021 | $1,127,000 | +35.5% | 7,750 | +37.5% | 0.22% | +36.9% |
| Q2 2021 | $832,000 | +37.1% | 5,635 | +31.0% | 0.16% | +27.0% |
| Q1 2021 | $607,000 | +15.2% | 4,300 | +4.5% | 0.13% | +8.6% |
| Q4 2020 | $527,000 | +13.8% | 4,116 | 0.0% | 0.12% | -1.7% |
| Q3 2020 | $463,000 | +4.0% | 4,116 | 0.0% | 0.12% | -3.3% |
| Q2 2020 | $445,000 | +12.4% | 4,116 | 0.0% | 0.12% | -6.2% |
| Q1 2020 | $396,000 | -26.0% | 4,116 | 0.0% | 0.13% | -9.7% |
| Q4 2019 | $535,000 | +7.0% | 4,116 | -2.0% | 0.14% | -3.4% |
| Q3 2019 | $500,000 | +2.2% | 4,199 | 0.0% | 0.15% | +0.7% |
| Q2 2019 | $489,000 | +3.4% | 4,199 | 0.0% | 0.15% | +2.1% |
| Q1 2019 | $473,000 | -10.9% | 4,199 | -20.0% | 0.14% | -20.8% |
| Q4 2018 | $531,000 | +9.3% | 5,249 | +25.0% | 0.18% | +26.2% |
| Q3 2018 | $486,000 | +5.2% | 4,199 | 0.0% | 0.14% | -2.0% |
| Q2 2018 | $462,000 | +0.7% | 4,199 | 0.0% | 0.15% | -1.3% |
| Q1 2018 | $459,000 | -4.4% | 4,199 | 0.0% | 0.15% | +17.2% |
| Q4 2017 | $480,000 | +6.0% | 4,199 | 0.0% | 0.13% | -18.5% |
| Q3 2017 | $453,000 | +1.3% | 4,199 | -1.4% | 0.16% | -2.5% |
| Q2 2017 | $447,000 | +0.9% | 4,259 | 0.0% | 0.16% | -0.6% |
| Q1 2017 | $443,000 | +2.5% | 4,259 | 0.0% | 0.16% | +7.3% |
| Q4 2016 | $432,000 | +6.9% | 4,259 | 0.0% | 0.15% | -9.0% |
| Q3 2016 | $404,000 | +52.5% | 4,259 | +49.4% | 0.17% | +48.2% |
| Q2 2016 | $265,000 | +3.5% | 2,850 | 0.0% | 0.11% | -2.6% |
| Q1 2016 | $256,000 | +1.6% | 2,850 | 0.0% | 0.12% | -3.4% |
| Q4 2015 | $252,000 | +5.4% | 2,850 | 0.0% | 0.12% | -9.8% |
| Q3 2015 | $239,000 | +14.9% | 2,850 | +26.7% | 0.13% | +28.2% |
| Q2 2015 | $208,000 | 0.0% | 2,250 | 0.0% | 0.10% | 0.0% |
| Q1 2015 | $208,000 | -1.4% | 2,250 | 0.0% | 0.10% | -7.2% |
| Q4 2014 | $211,000 | +3.9% | 2,250 | 0.0% | 0.11% | -9.8% |
| Q3 2014 | $203,000 | -3.8% | 2,250 | -3.6% | 0.12% | -3.1% |
| Q2 2014 | $211,000 | – | 2,335 | – | 0.13% | – |
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% |