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 | $708 | -1.9% | 4,604 | +2.7% | 0.07% | +2.8% |
| Q2 2023 | $722 | +1.5% | 4,481 | -4.3% | 0.07% | -20.9% |
| Q1 2023 | $711 | +22.0% | 4,684 | +16.5% | 0.09% | +19.7% |
| Q4 2022 | $583 | -99.8% | 4,021 | +48.4% | 0.08% | +72.7% |
| Q3 2022 | $348,000 | -6.5% | 2,709 | +0.1% | 0.04% | 0.0% |
| Q2 2022 | $372,000 | -11.6% | 2,707 | +0.0% | 0.04% | +7.3% |
| Q1 2022 | $421,000 | -0.2% | 2,706 | +0.3% | 0.04% | +2.5% |
| Q4 2021 | $422,000 | +8.5% | 2,697 | +0.9% | 0.04% | -24.5% |
| Q3 2021 | $389,000 | -1.3% | 2,674 | +0.2% | 0.05% | +32.5% |
| Q2 2021 | $394,000 | +2.3% | 2,668 | -2.2% | 0.04% | 0.0% |
| Q1 2021 | $385,000 | +17.0% | 2,728 | -6.7% | 0.04% | -11.1% |
| Q3 2020 | $329,000 | +4.1% | 2,925 | +0.1% | 0.04% | +2.3% |
| Q2 2020 | $316,000 | -32.9% | 2,923 | -40.3% | 0.04% | -42.9% |
| Q1 2020 | $471,000 | -43.6% | 4,896 | -23.8% | 0.08% | -34.2% |
| Q4 2019 | $835,000 | +8.3% | 6,421 | -0.8% | 0.12% | +1.7% |
| Q3 2019 | $771,000 | -2.3% | 6,471 | -4.4% | 0.12% | -4.2% |
| Q2 2019 | $789,000 | -22.9% | 6,771 | -25.4% | 0.12% | -27.7% |
| Q1 2019 | $1,023,000 | -35.4% | 9,075 | -42.0% | 0.17% | -43.9% |
| Q4 2018 | $1,583,000 | +4.8% | 15,647 | +20.0% | 0.30% | +20.3% |
| Q3 2018 | $1,510,000 | +3.6% | 13,034 | -1.5% | 0.25% | -2.8% |
| Q2 2018 | $1,457,000 | -1.7% | 13,234 | -2.3% | 0.25% | -32.7% |
| Q1 2018 | $1,482,000 | -2.8% | 13,551 | +1.5% | 0.38% | +5.6% |
| Q4 2017 | $1,525,000 | +2.2% | 13,351 | -3.4% | 0.36% | -5.6% |
| Q3 2017 | $1,492,000 | -6.8% | 13,826 | -9.3% | 0.38% | -11.5% |
| Q2 2017 | $1,601,000 | +5.5% | 15,251 | +4.6% | 0.43% | -1.4% |
| Q1 2017 | $1,518,000 | -14.3% | 14,586 | -16.5% | 0.43% | -41.5% |
| Q4 2016 | $1,772,000 | +19.0% | 17,476 | +11.5% | 0.74% | +7.1% |
| Q3 2016 | $1,489,000 | +168.3% | 15,676 | -6.4% | 0.69% | -37.0% |
| Q2 2016 | $555,000 | – | 16,741 | – | 1.09% | – |
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% |