ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,113,629 | -1.0% | 162,377 | +3.2% | 2.65% | +16.2% |
| Q2 2023 | $25,356,057 | +7.1% | 157,305 | +0.9% | 2.28% | +2.1% |
| Q1 2023 | $23,670,240 | +3.7% | 155,972 | -0.9% | 2.23% | -12.8% |
| Q4 2022 | $22,828,602 | +10.7% | 157,363 | -2.0% | 2.56% | -4.6% |
| Q3 2022 | $20,631,000 | +9.0% | 160,530 | +16.5% | 2.68% | -4.8% |
| Q2 2022 | $18,935,000 | -12.0% | 137,746 | -0.3% | 2.82% | +16.8% |
| Q1 2022 | $21,507,000 | -2.9% | 138,110 | -2.4% | 2.41% | +4.2% |
| Q4 2021 | $22,155,000 | +10.8% | 141,451 | +2.9% | 2.31% | +1.0% |
| Q3 2021 | $19,996,000 | +0.1% | 137,505 | +1.6% | 2.29% | -6.0% |
| Q2 2021 | $19,972,000 | +17.3% | 135,275 | +12.2% | 2.44% | -28.6% |
| Q1 2021 | $17,024,000 | +10.9% | 120,534 | +0.5% | 3.42% | +6.4% |
| Q4 2020 | $15,352,000 | +3.8% | 119,917 | -8.8% | 3.21% | +34.6% |
| Q3 2020 | $14,788,000 | +5.0% | 131,511 | +1.1% | 2.38% | -1.1% |
| Q2 2020 | $14,078,000 | +35.8% | 130,095 | +20.8% | 2.41% | +9.0% |
| Q1 2020 | $10,369,000 | -23.0% | 107,734 | +4.0% | 2.21% | +3.5% |
| Q4 2019 | $13,471,000 | +10.6% | 103,553 | +1.3% | 2.14% | -1.2% |
| Q3 2019 | $12,178,000 | +1.9% | 102,212 | -0.3% | 2.16% | +23.0% |
| Q2 2019 | $11,956,000 | +5.8% | 102,561 | +2.3% | 1.76% | -16.3% |
| Q1 2019 | $11,301,000 | +50.2% | 100,244 | +34.8% | 2.10% | +35.6% |
| Q4 2018 | $7,523,000 | -11.4% | 74,381 | +1.5% | 1.55% | +5.1% |
| Q3 2018 | $8,492,000 | +12.6% | 73,312 | +7.0% | 1.47% | +7.9% |
| Q2 2018 | $7,544,000 | +4.7% | 68,498 | +4.0% | 1.36% | -0.3% |
| Q1 2018 | $7,203,000 | -2.9% | 65,875 | +1.5% | 1.37% | +0.1% |
| Q4 2017 | $7,417,000 | +7.8% | 64,921 | +1.8% | 1.37% | -43.1% |
| Q3 2017 | $6,879,000 | +5.3% | 63,744 | +1.5% | 2.40% | -1.8% |
| Q1 2017 | $6,534,000 | +6.8% | 62,799 | +4.1% | 2.44% | +0.8% |
| Q4 2016 | $6,117,000 | +15.2% | 60,334 | +7.9% | 2.43% | +6.3% |
| Q3 2016 | $5,311,000 | +10.0% | 55,924 | +7.6% | 2.28% | +12.5% |
| Q2 2016 | $4,827,000 | – | 51,963 | – | 2.03% | – |
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% |