ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 811 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,197 | +33.1% | 2,855 | +39.5% | 0.00% | +50.0% |
| Q2 2023 | $329,938 | -15.3% | 2,047 | -20.3% | 0.00% | -33.3% |
| Q1 2023 | $389,637 | +5.3% | 2,567 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $370,000 | +36.5% | 2,549 | +21.0% | 0.00% | +50.0% |
| Q3 2022 | $271,000 | -12.9% | 2,107 | -7.0% | 0.00% | -33.3% |
| Q2 2022 | $311,000 | -17.5% | 2,266 | -6.3% | 0.00% | 0.0% |
| Q1 2022 | $377,000 | -1.8% | 2,419 | -1.4% | 0.00% | 0.0% |
| Q4 2021 | $384,000 | +3.2% | 2,453 | -4.1% | 0.00% | 0.0% |
| Q3 2021 | $372,000 | +13.4% | 2,558 | +15.2% | 0.00% | 0.0% |
| Q2 2021 | $328,000 | +9.7% | 2,220 | +5.0% | 0.00% | 0.0% |
| Q1 2021 | $299,000 | +10.3% | 2,115 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $271,000 | +2.3% | 2,115 | -10.4% | 0.00% | 0.0% |
| Q3 2020 | $265,000 | +3.9% | 2,360 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $255,000 | +12.3% | 2,360 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $227,000 | -25.3% | 2,360 | +0.9% | 0.00% | 0.0% |
| Q4 2019 | $304,000 | +5.2% | 2,340 | -5.6% | 0.00% | 0.0% |
| Q3 2019 | $289,000 | -36.8% | 2,480 | -36.8% | 0.00% | -40.0% |
| Q2 2019 | $457,000 | +1.3% | 3,923 | -1.9% | 0.01% | -16.7% |
| Q1 2019 | $451,000 | +4.9% | 3,997 | -6.0% | 0.01% | 0.0% |
| Q4 2018 | $430,000 | +0.7% | 4,253 | +15.3% | 0.01% | +20.0% |
| Q3 2018 | $427,000 | +7.3% | 3,690 | +2.0% | 0.01% | 0.0% |
| Q2 2018 | $398,000 | -99.9% | 3,617 | +9.9% | 0.01% | +25.0% |
| Q1 2018 | $359,947,000 | -0.1% | 3,292 | +4.3% | 0.00% | 0.0% |
| Q4 2017 | $360,427,000 | +5.9% | 3,155 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $340,456,000 | +6.2% | 3,155 | +3.3% | 0.00% | 0.0% |
| Q2 2017 | $320,653,000 | +10.4% | 3,055 | +6.6% | 0.00% | 0.0% |
| Q1 2017 | $290,453,000 | +100056.2% | 2,865 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $290,000 | -99.9% | 2,865 | -5.6% | 0.00% | 0.0% |
| Q3 2016 | $288,203,000 | +38.9% | 3,035 | +27.1% | 0.00% | 0.0% |
| Q1 2014 | $207,483,000 | +1.7% | 2,388 | +0.0% | 0.00% | 0.0% |
| Q4 2013 | $204,013,000 | – | 2,387 | – | 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% |