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 | $717,141 | +23.2% | 4,656 | +28.9% | 0.05% | +25.0% |
| Q2 2023 | $582,057 | +1.0% | 3,611 | -4.9% | 0.04% | -2.4% |
| Q1 2023 | $576,385 | +13.4% | 3,798 | +8.4% | 0.04% | +2.5% |
| Q4 2022 | $508,470 | -2.4% | 3,505 | -3.7% | 0.04% | -16.7% |
| Q3 2022 | $521,000 | -3.0% | 3,640 | -6.8% | 0.05% | +26.3% |
| Q2 2022 | $537,000 | +58.9% | 3,907 | +80.0% | 0.04% | +58.3% |
| Q1 2022 | $338,000 | -24.0% | 2,171 | -23.6% | 0.02% | -14.3% |
| Q4 2021 | $445,000 | +47.8% | 2,840 | +37.3% | 0.03% | +40.0% |
| Q3 2021 | $301,000 | -1.3% | 2,068 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $305,000 | +4.5% | 2,068 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $292,000 | -0.7% | 2,068 | -9.8% | 0.02% | -20.0% |
| Q4 2020 | $294,000 | -70.6% | 2,293 | -74.2% | 0.02% | -75.5% |
| Q3 2020 | $1,000,000 | -1.5% | 8,893 | -5.2% | 0.10% | -6.4% |
| Q2 2020 | $1,015,000 | -4.2% | 9,376 | -14.8% | 0.11% | -14.2% |
| Q1 2020 | $1,059,000 | -29.0% | 11,004 | -4.0% | 0.13% | -5.9% |
| Q4 2019 | $1,491,000 | +7.3% | 11,460 | -1.7% | 0.14% | +6.3% |
| Q3 2019 | $1,389,000 | -59.8% | 11,659 | -60.7% | 0.13% | -58.8% |
| Q2 2019 | $3,457,000 | +4.5% | 29,653 | +1.1% | 0.31% | +5.1% |
| Q1 2019 | $3,307,000 | +11.5% | 29,332 | 0.0% | 0.29% | -3.9% |
| Q4 2018 | $2,967,000 | -12.6% | 29,332 | +0.1% | 0.30% | -11.8% |
| Q3 2018 | $3,393,000 | +10.4% | 29,290 | +5.0% | 0.35% | +2.7% |
| Q2 2018 | $3,072,000 | +0.7% | 27,896 | 0.0% | 0.34% | -7.7% |
| Q1 2018 | $3,050,000 | -4.4% | 27,896 | -0.1% | 0.36% | -6.6% |
| Q4 2017 | $3,190,000 | +9.7% | 27,926 | +3.7% | 0.39% | +2.4% |
| Q3 2017 | $2,907,000 | +2.4% | 26,935 | -0.4% | 0.38% | -6.4% |
| Q2 2017 | $2,839,000 | -1.4% | 27,049 | -2.3% | 0.41% | +12.4% |
| Q1 2017 | $2,880,000 | +5.4% | 27,684 | +2.7% | 0.36% | -3.7% |
| Q4 2016 | $2,733,000 | +7.6% | 26,959 | +0.8% | 0.38% | +11.2% |
| Q3 2016 | $2,541,000 | +1.9% | 26,758 | -0.3% | 0.34% | -1.7% |
| Q2 2016 | $2,493,000 | +12.0% | 26,839 | +8.4% | 0.34% | -22.5% |
| Q1 2016 | $2,226,000 | +137.3% | 24,758 | +133.7% | 0.44% | +128.2% |
| Q4 2015 | $938,000 | +1134.2% | 10,593 | +1066.6% | 0.20% | +1047.1% |
| Q3 2015 | $76,000 | -9.5% | 908 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $84,000 | 0.0% | 908 | 0.0% | 0.02% | -5.6% |
| Q1 2015 | $84,000 | -1.2% | 908 | 0.0% | 0.02% | -10.0% |
| Q4 2014 | $85,000 | +3.7% | 908 | 0.0% | 0.02% | -4.8% |
| Q3 2014 | $82,000 | – | 908 | – | 0.02% | – |
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% |