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 | $478,878 | -19.1% | 3,112 | -15.3% | 0.15% | +5.6% |
| Q2 2023 | $592,023 | +24.0% | 3,672 | +16.6% | 0.14% | +17.1% |
| Q1 2023 | $477,610 | +19.3% | 3,148 | +8.1% | 0.12% | +6.0% |
| Q4 2022 | $400,418 | -0.6% | 2,912 | -7.2% | 0.12% | -2.5% |
| Q3 2022 | $403,000 | +0.2% | 3,139 | +7.8% | 0.12% | +2.6% |
| Q2 2022 | $402,000 | -11.5% | 2,913 | -0.4% | 0.12% | +4.5% |
| Q1 2022 | $454,000 | +15.5% | 2,925 | +17.0% | 0.11% | +20.7% |
| Q4 2021 | $393,000 | +12.9% | 2,500 | +4.3% | 0.09% | +4.5% |
| Q3 2021 | $348,000 | -23.0% | 2,398 | -23.2% | 0.09% | -22.8% |
| Q2 2021 | $452,000 | +17.4% | 3,124 | +14.6% | 0.11% | +7.5% |
| Q1 2021 | $385,000 | -16.3% | 2,727 | -24.3% | 0.11% | -22.1% |
| Q4 2020 | $460,000 | -89.5% | 3,601 | +3.7% | 0.14% | +88.9% |
| Q3 2020 | $4,386,000 | +996.5% | 3,473 | -6.1% | 0.07% | -51.4% |
| Q2 2020 | $400,000 | +9.0% | 3,700 | -3.1% | 0.15% | -13.5% |
| Q1 2020 | $367,000 | -26.3% | 3,820 | -0.5% | 0.17% | -7.6% |
| Q4 2019 | $498,000 | +9.2% | 3,840 | -0.2% | 0.18% | +1.1% |
| Q3 2019 | $456,000 | +5.3% | 3,848 | +3.0% | 0.18% | +3.4% |
| Q2 2019 | $433,000 | +9.9% | 3,737 | +5.7% | 0.18% | +4.7% |
| Q1 2019 | $394,000 | -83.1% | 3,536 | -84.5% | 0.17% | -87.4% |
| Q4 2018 | $2,334,000 | -10.7% | 22,871 | +1.3% | 1.35% | +4.8% |
| Q3 2018 | $2,615,000 | +12.9% | 22,574 | +8.0% | 1.28% | -0.5% |
| Q2 2018 | $2,316,000 | +10.8% | 20,899 | +10.3% | 1.29% | +2.9% |
| Q1 2018 | $2,091,000 | -12.4% | 18,939 | -9.1% | 1.26% | -17.1% |
| Q4 2017 | $2,387,000 | +52.4% | 20,845 | +44.2% | 1.51% | +45.8% |
| Q3 2017 | $1,566,000 | -5.9% | 14,456 | -8.1% | 1.04% | -12.6% |
| Q2 2017 | $1,664,000 | – | 15,736 | – | 1.19% | – |
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% |