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 | $44,305 | -4.6% | 288 | 0.0% | 0.00% | – |
| Q2 2023 | $46,422 | +6.2% | 288 | 0.0% | 0.00% | – |
| Q1 2023 | $43,706 | +7.6% | 288 | +2.9% | 0.00% | – |
| Q4 2022 | $40,619 | -98.0% | 280 | -98.2% | 0.00% | -100.0% |
| Q3 2022 | $2,048,000 | -5.7% | 15,935 | +0.8% | 0.01% | 0.0% |
| Q2 2022 | $2,172,000 | -12.3% | 15,808 | -0.7% | 0.01% | +12.5% |
| Q1 2022 | $2,478,000 | -0.0% | 15,916 | +0.5% | 0.01% | 0.0% |
| Q4 2021 | $2,479,000 | +6.5% | 15,831 | -1.1% | 0.01% | -11.1% |
| Q3 2021 | $2,328,000 | +5578.0% | 16,013 | +5639.4% | 0.01% | – |
| Q2 2021 | $41,000 | +5.1% | 279 | 0.0% | 0.00% | – |
| Q1 2021 | $39,000 | +11.4% | 279 | 0.0% | 0.00% | – |
| Q4 2020 | $35,000 | +12.9% | 279 | 0.0% | 0.00% | – |
| Q3 2020 | $31,000 | +3.3% | 279 | 0.0% | 0.00% | – |
| Q2 2020 | $30,000 | -14.3% | 279 | -23.6% | 0.00% | – |
| Q1 2020 | $35,000 | -49.3% | 365 | -31.9% | 0.00% | – |
| Q4 2019 | $69,000 | -32.4% | 536 | -37.7% | 0.00% | -100.0% |
| Q3 2019 | $102,000 | +2.0% | 861 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $100,000 | +29.9% | 861 | +24.8% | 0.00% | – |
| Q1 2019 | $77,000 | +11.6% | 690 | 0.0% | 0.00% | – |
| Q4 2018 | $69,000 | -12.7% | 690 | 0.0% | 0.00% | – |
| Q3 2018 | $79,000 | +97.5% | 690 | +89.0% | 0.00% | – |
| Q2 2018 | $40,000 | +2.6% | 365 | 0.0% | 0.00% | – |
| Q1 2018 | $39,000 | -4.9% | 365 | 0.0% | 0.00% | – |
| Q4 2017 | $41,000 | +5.1% | 365 | 0.0% | 0.00% | – |
| Q3 2017 | $39,000 | +333.3% | 365 | +324.4% | 0.00% | – |
| Q2 2017 | $9,000 | +12.5% | 86 | 0.0% | 0.00% | – |
| Q1 2017 | $8,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q4 2016 | $8,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q3 2016 | $8,000 | +14.3% | 86 | 0.0% | 0.00% | – |
| Q2 2016 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q1 2016 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q4 2015 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q3 2015 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q2 2015 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q1 2015 | $7,000 | -12.5% | 86 | 0.0% | 0.00% | – |
| Q4 2014 | $8,000 | +14.3% | 86 | 0.0% | 0.00% | – |
| Q3 2014 | $7,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q2 2014 | $7,000 | – | 86 | – | 0.00% | – |
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% |