ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 708 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $476,699 | -6.1% | 3,099 | -1.6% | 0.06% | -3.1% |
Q2 2023 | $507,534 | -3.4% | 3,149 | -9.0% | 0.06% | -9.9% |
Q1 2023 | $525,191 | +4.6% | 3,461 | 0.0% | 0.07% | -1.4% |
Q4 2022 | $502,039 | +23.4% | 3,461 | +9.3% | 0.07% | +16.1% |
Q3 2022 | $407,000 | -6.4% | 3,167 | 0.0% | 0.06% | +12.7% |
Q2 2022 | $435,000 | -11.6% | 3,167 | +0.2% | 0.06% | -3.5% |
Q1 2022 | $492,000 | +0.4% | 3,160 | +1.0% | 0.06% | +5.6% |
Q4 2021 | $490,000 | +7.7% | 3,128 | 0.0% | 0.05% | -1.8% |
Q3 2021 | $455,000 | -1.3% | 3,128 | +0.1% | 0.06% | -1.8% |
Q2 2021 | $461,000 | +11.9% | 3,124 | +7.1% | 0.06% | +1.8% |
Q1 2021 | $412,000 | +10.5% | 2,916 | +0.1% | 0.06% | +5.8% |
Q4 2020 | $373,000 | +14.1% | 2,912 | +0.1% | 0.05% | 0.0% |
Q3 2020 | $327,000 | +4.1% | 2,909 | +0.2% | 0.05% | -3.7% |
Q2 2020 | $314,000 | +9.8% | 2,904 | -2.3% | 0.05% | -11.5% |
Q1 2020 | $286,000 | -69.8% | 2,971 | -59.2% | 0.06% | -61.6% |
Q4 2019 | $947,000 | +9.2% | 7,280 | +0.1% | 0.16% | -1.9% |
Q3 2019 | $867,000 | +138.8% | 7,276 | +133.4% | 0.16% | +118.9% |
Q2 2019 | $363,000 | +3.4% | 3,117 | +0.1% | 0.07% | +23.3% |
Q1 2019 | $351,000 | +11.8% | 3,113 | +0.1% | 0.06% | -7.7% |
Q4 2018 | $314,000 | -12.5% | 3,109 | +0.3% | 0.06% | +6.6% |
Q3 2018 | $359,000 | +25.1% | 3,101 | +18.9% | 0.06% | +17.3% |
Q2 2018 | $287,000 | +0.7% | 2,609 | 0.0% | 0.05% | 0.0% |
Q1 2018 | $285,000 | -4.4% | 2,609 | +0.2% | 0.05% | -3.7% |
Q4 2017 | $298,000 | – | 2,605 | – | 0.05% | – |
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% |