ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,632,703 | -12.5% | 10,613 | -8.3% | 0.05% | -11.3% |
Q2 2023 | $1,866,418 | -5.2% | 11,579 | -10.7% | 0.05% | -11.7% |
Q1 2023 | $1,968,630 | +88457.4% | 12,972 | -15.4% | 0.06% | -14.3% |
Q4 2022 | $2,223 | -99.9% | 15,327 | -44.3% | 0.07% | +14.8% |
Q3 2022 | $1,769,768 | -7.2% | 27,500 | +98.2% | 0.06% | -4.7% |
Q2 2022 | $1,907,000 | +523.2% | 13,872 | +606.3% | 0.06% | +481.8% |
Q1 2022 | $306,000 | -2.5% | 1,964 | -2.1% | 0.01% | 0.0% |
Q4 2021 | $314,000 | -6.5% | 2,007 | -13.2% | 0.01% | -15.4% |
Q3 2021 | $336,000 | -2.3% | 2,312 | -0.8% | 0.01% | 0.0% |
Q2 2021 | $344,000 | +20.3% | 2,331 | +15.1% | 0.01% | +18.2% |
Q1 2021 | $286,000 | +10.4% | 2,026 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $259,000 | +13.6% | 2,026 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $228,000 | +4.1% | 2,026 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $219,000 | -17.0% | 2,026 | 0.0% | 0.01% | -15.4% |
Q4 2019 | $264,000 | +9.5% | 2,026 | 0.0% | 0.01% | +8.3% |
Q3 2019 | $241,000 | +2.1% | 2,026 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $236,000 | -2.9% | 2,026 | -6.0% | 0.01% | -7.7% |
Q1 2019 | $243,000 | +11.5% | 2,156 | 0.0% | 0.01% | +8.3% |
Q4 2018 | $218,000 | -12.8% | 2,156 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $250,000 | -2.0% | 2,156 | -6.9% | 0.01% | -7.7% |
Q2 2018 | $255,000 | -7.3% | 2,315 | -7.9% | 0.01% | -7.1% |
Q1 2018 | $275,000 | -3.5% | 2,513 | +0.8% | 0.01% | -6.7% |
Q4 2017 | $285,000 | -16.9% | 2,493 | -21.6% | 0.02% | -21.1% |
Q3 2017 | $343,000 | +2.7% | 3,181 | 0.0% | 0.02% | +5.6% |
Q2 2017 | $334,000 | -7.2% | 3,181 | -8.0% | 0.02% | -10.0% |
Q1 2017 | $360,000 | -1.1% | 3,457 | -3.6% | 0.02% | -4.8% |
Q4 2016 | $364,000 | +6.7% | 3,586 | 0.0% | 0.02% | +10.5% |
Q3 2016 | $341,000 | +2.4% | 3,586 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $333,000 | -9.0% | 3,586 | -11.9% | 0.02% | -13.6% |
Q1 2016 | $366,000 | +15.5% | 4,071 | +13.7% | 0.02% | +15.8% |
Q4 2015 | $317,000 | +5.3% | 3,582 | 0.0% | 0.02% | +5.6% |
Q3 2015 | $301,000 | -10.1% | 3,582 | -1.3% | 0.02% | -5.3% |
Q2 2015 | $335,000 | -18.3% | 3,629 | -18.0% | 0.02% | -13.6% |
Q1 2015 | $410,000 | +24.6% | 4,425 | +26.2% | 0.02% | +4.8% |
Q4 2014 | $329,000 | 0.0% | 3,507 | -4.0% | 0.02% | 0.0% |
Q3 2014 | $329,000 | -7.8% | 3,654 | -7.6% | 0.02% | -22.2% |
Q2 2014 | $357,000 | – | 3,953 | – | 0.03% | – |
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% |