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 | $8,223,505 | -8.0% | 54,547 | -1.7% | 0.88% | -0.5% |
| Q2 2023 | $8,941,695 | +5.7% | 55,473 | -0.4% | 0.88% | +2.8% |
| Q1 2023 | $8,456,239 | +1.2% | 55,721 | -3.3% | 0.86% | -3.1% |
| Q4 2022 | $8,358,300 | +15.6% | 57,616 | +2.4% | 0.88% | +6.0% |
| Q3 2022 | $7,230,000 | -6.6% | 56,254 | -0.1% | 0.83% | -1.0% |
| Q2 2022 | $7,738,000 | +6.0% | 56,295 | +20.0% | 0.84% | +30.0% |
| Q1 2022 | $7,302,000 | +1.9% | 46,894 | +2.5% | 0.65% | +4.4% |
| Q4 2021 | $7,165,000 | +7.9% | 45,742 | -92.9% | 0.62% | -0.3% |
| Q3 2021 | $6,640,000 | +0.0% | 647,614 | +1340.6% | 0.62% | -1.6% |
| Q2 2021 | $6,637,000 | +2.6% | 44,956 | -1.8% | 0.63% | -7.3% |
| Q1 2021 | $6,467,000 | +21.5% | 45,788 | +10.1% | 0.68% | +8.6% |
| Q4 2020 | $5,323,000 | +14.1% | 41,579 | +0.2% | 0.63% | -3.1% |
| Q3 2020 | $4,667,000 | +4.5% | 41,506 | +0.5% | 0.65% | -8.1% |
| Q2 2020 | $4,468,000 | +12.9% | 41,287 | +0.4% | 0.70% | -4.5% |
| Q1 2020 | $3,957,000 | -28.7% | 41,113 | -3.6% | 0.74% | -5.9% |
| Q4 2019 | $5,548,000 | +9.8% | 42,645 | +0.6% | 0.78% | +2.2% |
| Q3 2019 | $5,051,000 | +0.3% | 42,393 | -1.8% | 0.77% | +0.5% |
| Q2 2019 | $5,034,000 | +1.6% | 43,183 | -1.8% | 0.76% | -3.1% |
| Q1 2019 | $4,957,000 | +13.1% | 43,966 | +1.5% | 0.79% | -2.6% |
| Q4 2018 | $4,382,000 | -10.8% | 43,331 | +2.1% | 0.81% | +3.1% |
| Q3 2018 | $4,915,000 | +5.7% | 42,431 | +0.5% | 0.78% | +2.1% |
| Q2 2018 | $4,650,000 | +1.0% | 42,220 | +0.2% | 0.77% | -3.8% |
| Q1 2018 | $4,606,000 | -21.5% | 42,129 | -17.9% | 0.80% | -16.7% |
| Q4 2017 | $5,865,000 | +6.7% | 51,340 | +0.8% | 0.96% | +0.8% |
| Q3 2017 | $5,498,000 | -4.9% | 50,954 | -7.5% | 0.95% | -6.6% |
| Q2 2017 | $5,782,000 | +0.7% | 55,091 | -0.1% | 1.02% | -1.1% |
| Q1 2017 | $5,740,000 | +2.1% | 55,167 | -0.5% | 1.03% | -2.5% |
| Q4 2016 | $5,623,000 | +6.6% | 55,468 | -0.2% | 1.05% | +3.9% |
| Q3 2016 | $5,276,000 | -14.3% | 55,559 | -16.2% | 1.01% | -18.0% |
| Q2 2016 | $6,159,000 | +3.8% | 66,294 | +0.4% | 1.24% | +0.7% |
| Q1 2016 | $5,936,000 | +2.5% | 66,003 | +0.9% | 1.23% | -1.8% |
| Q4 2015 | $5,791,000 | +4.2% | 65,412 | -1.1% | 1.25% | -0.6% |
| Q3 2015 | $5,559,000 | -7.3% | 66,154 | +1.8% | 1.26% | -1.2% |
| Q2 2015 | $5,994,000 | -1.7% | 64,998 | -1.3% | 1.27% | -6.6% |
| Q1 2015 | $6,096,000 | -1.3% | 65,858 | +0.0% | 1.36% | -5.0% |
| Q4 2014 | $6,174,000 | +4.1% | 65,844 | +0.0% | 1.43% | -0.3% |
| Q3 2014 | $5,929,000 | +1.9% | 65,830 | +2.1% | 1.44% | -8.5% |
| Q2 2014 | $5,819,000 | -7.3% | 64,451 | -10.7% | 1.57% | -0.4% |
| Q1 2014 | $6,275,000 | +2.2% | 72,205 | +0.5% | 1.58% | -1.7% |
| Q4 2013 | $6,137,000 | +9.9% | 71,815 | +0.7% | 1.61% | -2.5% |
| Q3 2013 | $5,585,000 | +1.1% | 71,305 | -2.2% | 1.65% | -13.9% |
| Q2 2013 | $5,523,000 | – | 72,888 | – | 1.92% | – |
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% |