ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,147,426 | -5.2% | 7,458 | -0.7% | 1.99% | -2.0% |
| Q2 2023 | $1,210,306 | +1.6% | 7,508 | -4.3% | 2.03% | -2.7% |
| Q1 2023 | $1,191,234 | +102327.7% | 7,849 | -2.1% | 2.08% | -7.4% |
| Q4 2022 | $1,163 | -99.9% | 8,015 | -2.9% | 2.25% | +0.7% |
| Q3 2022 | $1,061,000 | -7.2% | 8,254 | -0.8% | 2.24% | -11.5% |
| Q2 2022 | $1,143,000 | -11.5% | 8,318 | +0.2% | 2.53% | -0.2% |
| Q1 2022 | $1,292,000 | -14.8% | 8,299 | -14.3% | 2.53% | +8.9% |
| Q4 2021 | $1,517,000 | +6.5% | 9,682 | -1.1% | 2.32% | +0.8% |
| Q3 2021 | $1,424,000 | -4.4% | 9,793 | -2.9% | 2.31% | -7.2% |
| Q2 2021 | $1,489,000 | +3.5% | 10,087 | -0.9% | 2.49% | -4.3% |
| Q1 2021 | $1,438,000 | +3.7% | 10,181 | -6.0% | 2.60% | +3.7% |
| Q4 2020 | $1,387,000 | +10.8% | 10,833 | -2.7% | 2.51% | -1.2% |
| Q3 2020 | $1,252,000 | +1.6% | 11,130 | -2.2% | 2.54% | -3.9% |
| Q2 2020 | $1,232,000 | +24.2% | 11,381 | +10.4% | 2.64% | +9.4% |
| Q1 2020 | $992,000 | -22.7% | 10,307 | +4.5% | 2.41% | -8.9% |
| Q4 2019 | $1,283,000 | -1.0% | 9,864 | -9.3% | 2.65% | -4.6% |
| Q3 2019 | $1,296,000 | -2.4% | 10,877 | -4.5% | 2.78% | +27.7% |
| Q2 2019 | $1,328,000 | -5.2% | 11,389 | -8.3% | 2.18% | -0.6% |
| Q1 2019 | $1,401,000 | +8.1% | 12,425 | -3.1% | 2.19% | +4.5% |
| Q4 2018 | $1,296,000 | -9.0% | 12,817 | +4.3% | 2.09% | +1.6% |
| Q3 2018 | $1,424,000 | -84.7% | 12,293 | -85.5% | 2.06% | -66.1% |
| Q2 2018 | $9,278,000 | 0.0% | 84,852 | 0.0% | 6.07% | 0.0% |
| Q1 2018 | $9,278,000 | +1.1% | 84,852 | +5.6% | 6.07% | -0.1% |
| Q4 2017 | $9,180,000 | +3.6% | 80,357 | -2.1% | 6.08% | +1.1% |
| Q3 2017 | $8,859,000 | +17.7% | 82,097 | +14.5% | 6.01% | +4.7% |
| Q2 2017 | $7,528,000 | -22.6% | 71,725 | -23.3% | 5.74% | -17.8% |
| Q1 2017 | $9,724,000 | +6.0% | 93,466 | +3.3% | 6.98% | -1.3% |
| Q4 2016 | $9,174,000 | -0.1% | 90,490 | -6.4% | 7.08% | -2.8% |
| Q3 2016 | $9,181,000 | +142.0% | 96,678 | +136.7% | 7.28% | +83.6% |
| Q2 2016 | $3,794,000 | -46.6% | 40,843 | -48.3% | 3.96% | -31.9% |
| Q1 2016 | $7,109,000 | +3.4% | 79,051 | +1.8% | 5.82% | -0.6% |
| Q4 2015 | $6,873,000 | +11.7% | 77,629 | +6.1% | 5.86% | +2.8% |
| Q3 2015 | $6,151,000 | -6.4% | 73,199 | +2.7% | 5.70% | -2.5% |
| Q2 2015 | $6,569,000 | +3.1% | 71,242 | +3.5% | 5.84% | +1.4% |
| Q1 2015 | $6,369,000 | – | 68,804 | – | 5.76% | – |
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% |