ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 362 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.69 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $766,099 | -4.6% | 4,980 | +0.1% | 0.16% | -1.2% |
| Q2 2023 | $802,701 | +6.3% | 4,977 | +0.1% | 0.16% | +5.9% |
| Q1 2023 | $754,930 | +4.8% | 4,974 | +0.2% | 0.15% | 0.0% |
| Q4 2022 | $720,607 | +13.3% | 4,966 | +0.2% | 0.15% | +2.7% |
| Q3 2022 | $636,000 | -17.7% | 4,954 | -0.1% | 0.15% | +5.7% |
| Q2 2022 | $773,000 | 0.0% | 4,959 | -0.0% | 0.14% | 0.0% |
| Q1 2022 | $773,000 | -6.6% | 4,960 | -6.1% | 0.14% | -2.1% |
| Q4 2021 | $828,000 | +8.0% | 5,284 | +0.2% | 0.14% | +0.7% |
| Q3 2021 | $767,000 | -1.2% | 5,274 | +0.1% | 0.14% | -3.4% |
| Q2 2021 | $776,000 | +43.7% | 5,268 | +37.6% | 0.15% | +59.1% |
| Q1 2021 | $540,000 | +10.4% | 3,828 | +0.1% | 0.09% | -13.1% |
| Q4 2020 | $489,000 | +14.0% | 3,823 | +0.2% | 0.11% | -0.9% |
| Q3 2020 | $429,000 | -37.0% | 3,815 | -39.2% | 0.11% | -41.9% |
| Q2 2020 | $681,000 | +13.1% | 6,277 | +0.8% | 0.19% | -9.3% |
| Q1 2020 | $602,000 | -20.1% | 6,228 | +7.8% | 0.20% | +4.6% |
| Q4 2019 | $753,000 | +7.6% | 5,780 | -1.4% | 0.20% | +15.3% |
| Q3 2019 | $700,000 | +2.5% | 5,863 | +0.2% | 0.17% | +3.0% |
| Q2 2019 | $683,000 | +4.3% | 5,849 | +0.5% | 0.16% | -2.9% |
| Q1 2019 | $655,000 | +12.0% | 5,820 | +0.5% | 0.17% | -1.2% |
| Q4 2018 | $585,000 | -11.8% | 5,791 | +1.2% | 0.17% | -2.8% |
| Q3 2018 | $663,000 | +5.9% | 5,722 | +0.6% | 0.18% | +0.6% |
| Q2 2018 | $626,000 | +0.6% | 5,689 | 0.0% | 0.18% | 0.0% |
| Q1 2018 | $622,000 | +2.5% | 5,689 | +7.0% | 0.18% | +2.9% |
| Q4 2017 | $607,000 | -8.4% | 5,316 | -13.3% | 0.17% | -13.2% |
| Q3 2017 | $663,000 | +0.6% | 6,131 | -2.8% | 0.20% | -3.0% |
| Q2 2017 | $659,000 | +0.5% | 6,307 | 0.0% | 0.20% | -3.3% |
| Q1 2017 | $656,000 | +3.1% | 6,307 | +0.4% | 0.21% | -5.0% |
| Q4 2016 | $636,000 | +17.6% | 6,281 | +10.0% | 0.22% | +13.3% |
| Q3 2016 | $541,000 | +2.1% | 5,710 | +0.2% | 0.20% | -3.5% |
| Q2 2016 | $530,000 | +3.7% | 5,700 | +0.5% | 0.20% | -3.8% |
| Q1 2016 | $511,000 | +6.5% | 5,672 | +4.7% | 0.21% | +9.9% |
| Q4 2015 | $480,000 | +1.9% | 5,419 | -3.4% | 0.19% | -5.0% |
| Q3 2015 | $471,000 | -8.5% | 5,607 | +0.3% | 0.20% | +2.6% |
| Q2 2015 | $515,000 | +0.4% | 5,590 | +0.5% | 0.20% | -2.0% |
| Q1 2015 | $513,000 | -1.2% | 5,564 | +0.5% | 0.20% | -2.0% |
| Q4 2014 | $519,000 | +4.4% | 5,536 | +0.5% | 0.20% | +2.0% |
| Q3 2014 | $497,000 | +0.4% | 5,510 | +0.5% | 0.20% | -1.5% |
| Q2 2014 | $495,000 | -5.9% | 5,485 | -9.1% | 0.20% | -8.1% |
| Q1 2014 | $526,000 | +55.2% | 6,031 | +52.3% | 0.22% | +43.5% |
| Q4 2013 | $339,000 | – | 3,960 | – | 0.15% | – |
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% |