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 | $1,183,645 | -5.2% | 7,694 | -0.6% | 0.02% | 0.0% |
| Q2 2023 | $1,248,255 | +6.3% | 7,744 | +0.1% | 0.02% | -8.3% |
| Q1 2023 | $1,174,471 | +10.2% | 7,739 | +5.3% | 0.02% | +4.3% |
| Q4 2022 | $1,065,974 | +17.4% | 7,348 | +4.0% | 0.02% | +9.5% |
| Q3 2022 | $908,000 | -6.7% | 7,068 | -0.1% | 0.02% | 0.0% |
| Q2 2022 | $973,000 | -22.0% | 7,078 | -11.6% | 0.02% | -4.5% |
| Q1 2022 | $1,247,000 | -1.8% | 8,007 | -1.2% | 0.02% | 0.0% |
| Q4 2021 | $1,270,000 | +8.4% | 8,108 | +0.6% | 0.02% | 0.0% |
| Q3 2021 | $1,172,000 | -0.3% | 8,057 | +1.3% | 0.02% | +4.8% |
| Q2 2021 | $1,175,000 | +1.6% | 7,957 | -2.8% | 0.02% | -4.5% |
| Q1 2021 | $1,156,000 | +32.0% | 8,185 | +19.6% | 0.02% | +22.2% |
| Q4 2020 | $876,000 | +16.6% | 6,845 | +2.5% | 0.02% | 0.0% |
| Q3 2020 | $751,000 | +3.3% | 6,681 | -0.6% | 0.02% | 0.0% |
| Q2 2020 | $727,000 | +13.2% | 6,719 | +0.7% | 0.02% | -10.0% |
| Q1 2020 | $642,000 | -29.5% | 6,669 | -4.6% | 0.02% | 0.0% |
| Q4 2019 | $910,000 | +9.2% | 6,994 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $833,000 | +1.1% | 6,994 | -1.1% | 0.02% | +5.3% |
| Q2 2019 | $824,000 | -2.5% | 7,069 | -5.7% | 0.02% | 0.0% |
| Q1 2019 | $845,000 | +10.3% | 7,496 | -1.0% | 0.02% | -5.0% |
| Q4 2018 | $766,000 | +20.4% | 7,571 | +37.9% | 0.02% | +53.8% |
| Q3 2018 | $636,000 | -4.4% | 5,491 | -9.1% | 0.01% | -7.1% |
| Q2 2018 | $665,000 | +0.6% | 6,041 | 0.0% | 0.01% | +7.7% |
| Q1 2018 | $661,000 | -2.8% | 6,041 | +1.4% | 0.01% | 0.0% |
| Q4 2017 | $680,000 | +5.8% | 5,956 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $643,000 | -3.6% | 5,956 | -6.3% | 0.01% | -7.7% |
| Q2 2017 | $667,000 | -0.7% | 6,356 | -1.5% | 0.01% | 0.0% |
| Q1 2017 | $672,000 | +2.6% | 6,456 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $655,000 | +6.9% | 6,456 | 0.0% | 0.01% | +8.3% |
| Q3 2016 | $613,000 | -0.5% | 6,456 | -2.7% | 0.01% | -7.7% |
| Q2 2016 | $616,000 | +3.2% | 6,636 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $597,000 | +0.8% | 6,636 | -0.7% | 0.01% | +8.3% |
| Q4 2015 | $592,000 | +3.9% | 6,686 | -1.5% | 0.01% | -7.7% |
| Q3 2015 | $570,000 | -11.2% | 6,786 | -2.5% | 0.01% | +8.3% |
| Q2 2015 | $642,000 | -5.4% | 6,961 | -5.1% | 0.01% | -7.7% |
| Q1 2015 | $679,000 | -9.6% | 7,336 | -8.4% | 0.01% | -13.3% |
| Q4 2014 | $751,000 | +13.1% | 8,011 | +8.6% | 0.02% | +7.1% |
| Q3 2014 | $664,000 | -14.3% | 7,376 | -14.1% | 0.01% | -6.7% |
| Q2 2014 | $775,000 | -3.1% | 8,584 | -6.8% | 0.02% | -6.2% |
| Q1 2014 | $800,000 | +0.4% | 9,207 | -1.2% | 0.02% | 0.0% |
| Q4 2013 | $797,000 | +6.6% | 9,322 | -2.4% | 0.02% | +6.7% |
| Q3 2013 | $748,000 | -7.5% | 9,554 | -10.5% | 0.02% | -16.7% |
| Q2 2013 | $809,000 | – | 10,672 | – | 0.02% | – |
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% |