ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,089 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $277,247 | -93.7% | 1,720 | -94.1% | 0.00% | -100.0% |
| Q1 2023 | $4,411,208 | -51.9% | 29,067 | -59.3% | 0.00% | -50.0% |
| Q3 2022 | $9,174,000 | -6.2% | 71,380 | +0.3% | 0.00% | 0.0% |
| Q2 2022 | $9,782,000 | +153.3% | 71,159 | +186.9% | 0.00% | +300.0% |
| Q1 2022 | $3,862,000 | +124.1% | 24,800 | +125.5% | 0.00% | 0.0% |
| Q4 2021 | $1,723,000 | +14.0% | 11,000 | +5.8% | 0.00% | 0.0% |
| Q3 2021 | $1,512,000 | +432.4% | 10,400 | +416.6% | 0.00% | – |
| Q1 2021 | $284,000 | -41.1% | 2,013 | -46.5% | 0.00% | – |
| Q4 2020 | $482,000 | +4.8% | 3,763 | -8.0% | 0.00% | – |
| Q3 2020 | $460,000 | -65.7% | 4,089 | -67.0% | 0.00% | -100.0% |
| Q2 2020 | $1,342,000 | -82.4% | 12,399 | -84.3% | 0.00% | -85.7% |
| Q1 2020 | $7,612,000 | -39.2% | 79,085 | -17.9% | 0.01% | -58.8% |
| Q4 2019 | $12,530,000 | +665.0% | 96,324 | +600.3% | 0.02% | +466.7% |
| Q3 2019 | $1,638,000 | -61.9% | 13,755 | -62.7% | 0.00% | -62.5% |
| Q2 2019 | $4,300,000 | -40.7% | 36,886 | -42.7% | 0.01% | -27.3% |
| Q1 2019 | $7,253,000 | +51.7% | 64,338 | +36.1% | 0.01% | +10.0% |
| Q4 2018 | $4,780,000 | +59.7% | 47,267 | +82.9% | 0.01% | +66.7% |
| Q3 2018 | $2,994,000 | +40.9% | 25,850 | +34.0% | 0.01% | +20.0% |
| Q2 2018 | $2,125,000 | +723.6% | 19,294 | +718.2% | 0.01% | +400.0% |
| Q1 2018 | $258,000 | -76.5% | 2,358 | -75.5% | 0.00% | -75.0% |
| Q4 2017 | $1,098,000 | -15.2% | 9,605 | -20.0% | 0.00% | 0.0% |
| Q3 2017 | $1,295,000 | -57.7% | 12,000 | -58.8% | 0.00% | -63.6% |
| Q2 2017 | $3,058,000 | +79.2% | 29,138 | +77.7% | 0.01% | +37.5% |
| Q1 2017 | $1,706,000 | -60.4% | 16,400 | -61.4% | 0.01% | -55.6% |
| Q4 2016 | $4,309,000 | -34.1% | 42,500 | -38.3% | 0.02% | -41.9% |
| Q3 2016 | $6,537,000 | -48.3% | 68,835 | -49.4% | 0.03% | -50.0% |
| Q2 2016 | $12,644,000 | -22.3% | 136,098 | -24.7% | 0.06% | -31.9% |
| Q1 2016 | $16,264,000 | +17.6% | 180,856 | +15.8% | 0.09% | +5.8% |
| Q4 2015 | $13,829,000 | +9.7% | 156,200 | +4.1% | 0.09% | +8.9% |
| Q3 2015 | $12,605,000 | +28.7% | 150,000 | +37.9% | 0.08% | -21.0% |
| Q3 2014 | $9,794,000 | – | 108,738 | – | 0.10% | – |
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% |