ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,876 | -20.3% | 3,717 | -16.5% | 0.01% | -9.1% |
| Q2 2023 | $717,351 | +10.3% | 4,450 | +3.8% | 0.01% | -8.3% |
| Q1 2023 | $650,647 | +4.4% | 4,287 | -0.2% | 0.01% | 0.0% |
| Q4 2022 | $623,415 | +9.9% | 4,297 | -2.6% | 0.01% | 0.0% |
| Q3 2022 | $567,000 | +10.1% | 4,412 | +17.7% | 0.01% | 0.0% |
| Q2 2022 | $515,000 | -12.9% | 3,748 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $591,000 | +1.2% | 3,794 | +1.7% | 0.01% | +9.1% |
| Q4 2021 | $584,000 | +6.2% | 3,730 | -1.4% | 0.01% | -15.4% |
| Q3 2021 | $550,000 | +4.2% | 3,784 | +5.8% | 0.01% | 0.0% |
| Q2 2021 | $528,000 | -46.2% | 3,577 | -48.5% | 0.01% | -53.6% |
| Q1 2021 | $982,000 | +3.8% | 6,950 | -5.9% | 0.03% | -9.7% |
| Q4 2020 | $946,000 | +7.4% | 7,388 | -5.7% | 0.03% | -11.4% |
| Q3 2020 | $881,000 | -4.7% | 7,834 | -8.2% | 0.04% | -16.7% |
| Q2 2020 | $924,000 | +2.9% | 8,536 | -8.5% | 0.04% | -33.3% |
| Q1 2020 | $898,000 | -41.5% | 9,328 | -20.9% | 0.06% | -34.4% |
| Q4 2019 | $1,535,000 | +23.1% | 11,799 | +12.7% | 0.10% | +5.5% |
| Q3 2019 | $1,247,000 | -4.8% | 10,466 | -6.9% | 0.09% | -14.2% |
| Q2 2019 | $1,310,000 | +3.6% | 11,236 | +0.1% | 0.11% | +1.0% |
| Q1 2019 | $1,265,000 | +10.1% | 11,220 | -1.2% | 0.10% | 0.0% |
| Q4 2018 | $1,149,000 | -0.1% | 11,360 | +14.5% | 0.10% | +1.9% |
| Q3 2018 | $1,150,000 | +7.9% | 9,923 | +2.5% | 0.10% | -1.0% |
| Q2 2018 | $1,066,000 | -27.0% | 9,678 | -27.5% | 0.10% | -31.1% |
| Q1 2018 | $1,460,000 | +30.8% | 13,354 | +36.6% | 0.15% | +21.8% |
| Q4 2017 | $1,116,000 | +5.8% | 9,773 | -0.1% | 0.12% | -3.1% |
| Q3 2017 | $1,055,000 | +7.7% | 9,780 | +4.7% | 0.13% | -1.5% |
| Q2 2017 | $980,000 | +3.0% | 9,338 | +2.1% | 0.13% | -9.7% |
| Q1 2017 | $951,000 | +12.3% | 9,145 | +9.5% | 0.14% | -3.4% |
| Q4 2016 | $847,000 | +10.7% | 8,350 | +3.7% | 0.15% | +3.5% |
| Q3 2016 | $765,000 | +7.6% | 8,054 | +5.2% | 0.14% | 0.0% |
| Q2 2016 | $711,000 | +8.1% | 7,655 | +4.5% | 0.14% | +2.9% |
| Q1 2016 | $658,000 | +9.8% | 7,322 | +8.2% | 0.14% | +0.7% |
| Q4 2015 | $599,000 | +86.6% | 6,767 | +77.1% | 0.14% | +63.5% |
| Q3 2015 | $321,000 | +28.4% | 3,821 | +41.5% | 0.08% | +28.8% |
| Q2 2015 | $250,000 | 0.0% | 2,701 | 0.0% | 0.07% | 0.0% |
| Q1 2015 | $250,000 | -20.6% | 2,701 | -26.6% | 0.07% | -45.0% |
| Q4 2013 | $315,000 | – | 3,680 | – | 0.12% | – |
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% |