ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,093 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $80,693 | -3.8% | 525 | +0.8% | 0.01% | -10.0% |
Q2 2023 | $83,903 | +6.3% | 521 | +0.2% | 0.01% | 0.0% |
Q1 2023 | $78,910 | -19.5% | 520 | -23.1% | 0.01% | -28.6% |
Q4 2022 | $98,026 | +6.6% | 676 | -5.5% | 0.01% | -6.7% |
Q3 2022 | $92,000 | -47.1% | 715 | -43.4% | 0.02% | -48.3% |
Q2 2022 | $174,000 | -13.9% | 1,264 | -2.8% | 0.03% | -6.5% |
Q1 2022 | $202,000 | -2.9% | 1,300 | -2.1% | 0.03% | 0.0% |
Q4 2021 | $208,000 | +2.5% | 1,328 | -4.7% | 0.03% | -8.8% |
Q3 2021 | $203,000 | +3.6% | 1,393 | +4.7% | 0.03% | 0.0% |
Q2 2021 | $196,000 | -2.0% | 1,331 | -6.1% | 0.03% | -12.8% |
Q1 2021 | $200,000 | +14.3% | 1,417 | +3.5% | 0.04% | +5.4% |
Q4 2020 | $175,000 | +30.6% | 1,369 | +14.9% | 0.04% | +12.1% |
Q3 2020 | $134,000 | +25.2% | 1,191 | +20.4% | 0.03% | +3.1% |
Q2 2020 | $107,000 | +435.0% | 989 | +384.8% | 0.03% | +220.0% |
Q1 2020 | $20,000 | -96.3% | 204 | -95.1% | 0.01% | -95.9% |
Q4 2019 | $543,000 | +11.7% | 4,160 | -1.2% | 0.24% | -7.3% |
Q3 2019 | $486,000 | -5.8% | 4,211 | -3.9% | 0.26% | -6.4% |
Q2 2019 | $516,000 | +2.8% | 4,384 | -1.6% | 0.28% | -7.0% |
Q1 2019 | $502,000 | +512.2% | 4,454 | +449.2% | 0.30% | +410.2% |
Q4 2018 | $82,000 | -26.1% | 811 | -15.7% | 0.06% | -7.8% |
Q3 2018 | $111,000 | -21.3% | 962 | -24.8% | 0.06% | -22.9% |
Q2 2018 | $141,000 | +6.8% | 1,280 | +5.7% | 0.08% | -2.4% |
Q1 2018 | $132,000 | -2.2% | 1,211 | +2.2% | 0.08% | -7.6% |
Q4 2017 | $135,000 | -12.9% | 1,185 | -17.5% | 0.09% | +3.4% |
Q3 2017 | $155,000 | -18.8% | 1,436 | -21.3% | 0.09% | -27.0% |
Q2 2017 | $191,000 | +0.5% | 1,825 | 0.0% | 0.12% | -10.9% |
Q1 2017 | $190,000 | +1.1% | 1,825 | -1.5% | 0.14% | -10.5% |
Q4 2016 | $188,000 | – | 1,853 | – | 0.15% | – |
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% |