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 | $1,595,353 | -4.7% | 10,370 | -0.2% | 0.45% | +1.1% |
| Q2 2023 | $1,674,637 | +6.6% | 10,389 | +0.3% | 0.44% | +1.8% |
| Q1 2023 | $1,571,288 | +5.1% | 10,354 | +0.5% | 0.44% | -0.5% |
| Q4 2022 | $1,495,084 | +14.3% | 10,306 | +1.3% | 0.44% | +4.5% |
| Q3 2022 | $1,308,000 | -6.5% | 10,175 | 0.0% | 0.42% | +1.5% |
| Q2 2022 | $1,399,000 | -11.3% | 10,175 | +0.4% | 0.41% | -0.5% |
| Q1 2022 | $1,578,000 | -0.1% | 10,131 | +0.4% | 0.41% | +1.2% |
| Q4 2021 | $1,580,000 | +2.9% | 10,086 | +0.5% | 0.41% | +1.2% |
| Q3 2021 | $1,535,000 | +4.2% | 10,034 | +0.6% | 0.40% | +0.7% |
| Q2 2021 | $1,473,000 | +5.4% | 9,976 | +0.8% | 0.40% | -0.5% |
| Q1 2021 | $1,397,000 | +7.8% | 9,892 | 0.0% | 0.40% | +4.4% |
| Q4 2020 | $1,296,000 | +17.3% | 9,892 | +0.6% | 0.39% | -2.5% |
| Q3 2020 | $1,105,000 | +4.6% | 9,830 | +0.7% | 0.40% | +0.3% |
| Q2 2020 | $1,056,000 | +13.8% | 9,761 | +1.2% | 0.40% | 0.0% |
| Q1 2020 | $928,000 | -34.2% | 9,642 | -11.1% | 0.40% | -17.4% |
| Q4 2019 | $1,411,000 | +10.1% | 10,847 | +0.9% | 0.48% | +5.1% |
| Q3 2019 | $1,281,000 | +2.2% | 10,750 | 0.0% | 0.46% | +2.7% |
| Q2 2019 | $1,253,000 | +3.8% | 10,750 | +0.4% | 0.44% | +0.9% |
| Q1 2019 | $1,207,000 | +12.0% | 10,704 | +0.4% | 0.44% | +1.9% |
| Q4 2018 | $1,078,000 | -11.8% | 10,658 | +1.0% | 0.43% | -2.7% |
| Q3 2018 | $1,222,000 | +5.7% | 10,549 | +0.5% | 0.44% | +2.1% |
| Q2 2018 | $1,156,000 | +13.1% | 10,497 | +12.4% | 0.43% | +9.0% |
| Q1 2018 | $1,022,000 | -3.9% | 9,343 | +0.4% | 0.40% | -5.7% |
| Q4 2017 | $1,063,000 | +6.8% | 9,303 | +0.8% | 0.42% | +1.7% |
| Q3 2017 | $995,000 | +7.6% | 9,225 | +4.7% | 0.42% | +1.7% |
| Q2 2017 | $925,000 | -3.6% | 8,809 | -4.5% | 0.41% | -10.7% |
| Q1 2017 | $960,000 | -7.8% | 9,224 | -10.2% | 0.46% | -6.9% |
| Q4 2016 | $1,041,000 | +7.8% | 10,273 | +0.9% | 0.49% | +7.0% |
| Q3 2016 | $966,000 | -0.2% | 10,178 | -2.3% | 0.46% | -4.6% |
| Q2 2016 | $968,000 | +3.8% | 10,418 | +0.5% | 0.48% | +1.7% |
| Q1 2016 | $933,000 | +2.6% | 10,371 | +1.0% | 0.47% | -1.9% |
| Q4 2015 | $909,000 | +5.8% | 10,271 | +0.5% | 0.48% | +3.4% |
| Q3 2015 | $859,000 | -10.4% | 10,221 | -1.7% | 0.47% | -5.5% |
| Q2 2015 | $959,000 | +0.1% | 10,397 | +0.4% | 0.49% | +1.0% |
| Q1 2015 | $958,000 | -0.8% | 10,352 | +0.4% | 0.49% | -3.0% |
| Q4 2014 | $966,000 | – | 10,306 | – | 0.50% | – |
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% |