ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,802,584 | -7.1% | 11,717 | -2.7% | 0.04% | 0.0% |
| Q2 2023 | $1,940,775 | +6.1% | 12,040 | -0.1% | 0.04% | 0.0% |
| Q1 2023 | $1,829,821 | -2.0% | 12,057 | -6.3% | 0.04% | -7.9% |
| Q4 2022 | $1,867,297 | +8.7% | 12,872 | -3.7% | 0.04% | +2.7% |
| Q3 2022 | $1,718,000 | -20.9% | 13,366 | -15.4% | 0.04% | -15.9% |
| Q2 2022 | $2,171,000 | -65.9% | 15,791 | -61.4% | 0.04% | -57.7% |
| Q1 2022 | $6,374,000 | -21.3% | 40,932 | -20.8% | 0.10% | -15.4% |
| Q4 2021 | $8,100,000 | +8.7% | 51,714 | +0.9% | 0.12% | +7.0% |
| Q3 2021 | $7,452,000 | +3.8% | 51,244 | +5.4% | 0.12% | +6.5% |
| Q2 2021 | $7,180,000 | +4.8% | 48,629 | +0.3% | 0.11% | -3.6% |
| Q1 2021 | $6,849,000 | +10.6% | 48,493 | +0.2% | 0.11% | +0.9% |
| Q4 2020 | $6,194,000 | -15.3% | 48,384 | -25.6% | 0.11% | -22.9% |
| Q3 2020 | $7,312,000 | +1.2% | 65,024 | -2.6% | 0.14% | -7.1% |
| Q2 2020 | $7,223,000 | +7.5% | 66,751 | -4.3% | 0.16% | -13.4% |
| Q1 2020 | $6,716,000 | -22.8% | 69,781 | +4.4% | 0.18% | -1.6% |
| Q4 2019 | $8,695,000 | +10.7% | 66,836 | +1.3% | 0.18% | +5.2% |
| Q3 2019 | $7,857,000 | -3.5% | 65,949 | -5.6% | 0.17% | -6.0% |
| Q2 2019 | $8,144,000 | +4.4% | 69,863 | +1.0% | 0.18% | -0.5% |
| Q1 2019 | $7,801,000 | +17.0% | 69,190 | +5.0% | 0.18% | -2.1% |
| Q4 2018 | $6,667,000 | -12.4% | 65,920 | +0.3% | 0.19% | 0.0% |
| Q3 2018 | $7,615,000 | +3.2% | 65,741 | -1.9% | 0.19% | -15.2% |
| Q2 2018 | $7,382,000 | +1.9% | 67,026 | +1.2% | 0.22% | -17.4% |
| Q1 2018 | $7,242,000 | -6.6% | 66,234 | -2.4% | 0.27% | -6.9% |
| Q4 2017 | $7,750,000 | +6.0% | 67,840 | +0.1% | 0.29% | +9.8% |
| Q3 2017 | $7,311,000 | +4.2% | 67,751 | +1.3% | 0.26% | +9.5% |
| Q2 2017 | $7,018,000 | +9.4% | 66,861 | +8.5% | 0.24% | +3.4% |
| Q1 2017 | $6,413,000 | +2.5% | 61,640 | -0.1% | 0.23% | -8.6% |
| Q4 2016 | $6,256,000 | +7.4% | 61,712 | +0.6% | 0.26% | 0.0% |
| Q3 2016 | $5,824,000 | +38.6% | 61,331 | +35.6% | 0.26% | +36.4% |
| Q2 2016 | $4,203,000 | +0.2% | 45,240 | -3.0% | 0.19% | -8.8% |
| Q1 2016 | $4,194,000 | -21.6% | 46,640 | -22.9% | 0.20% | -23.5% |
| Q4 2015 | $5,352,000 | +37.5% | 60,454 | +30.6% | 0.27% | +32.0% |
| Q3 2015 | $3,891,000 | -1.9% | 46,305 | +7.7% | 0.20% | +12.8% |
| Q2 2015 | $3,965,000 | -3.9% | 43,000 | -3.6% | 0.18% | -4.3% |
| Q1 2015 | $4,127,000 | -5.7% | 44,587 | -4.5% | 0.19% | -9.2% |
| Q4 2014 | $4,377,000 | -8.2% | 46,679 | -11.9% | 0.21% | -12.3% |
| Q3 2014 | $4,770,000 | -0.5% | 52,955 | -0.3% | 0.24% | -2.5% |
| Q2 2014 | $4,796,000 | +42.3% | 53,122 | +37.0% | 0.24% | +31.5% |
| Q1 2014 | $3,370,000 | +325.0% | 38,779 | +318.1% | 0.18% | +371.8% |
| Q4 2013 | $793,000 | +19.1% | 9,274 | +9.0% | 0.04% | +8.3% |
| Q3 2013 | $666,000 | +3.3% | 8,509 | 0.0% | 0.04% | 0.0% |
| Q2 2013 | $645,000 | – | 8,509 | – | 0.04% | – |
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% |