ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 294 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.12 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $608,745 | -51.7% | 3,957 | -49.4% | 0.00% | -100.0% |
Q2 2023 | $1,260,828 | -33.4% | 7,822 | -37.3% | 0.00% | 0.0% |
Q1 2023 | $1,893,206 | +4.6% | 12,475 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $1,809,748 | +12.9% | 12,475 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $1,603,000 | -6.9% | 12,475 | -0.4% | 0.00% | 0.0% |
Q2 2022 | $1,721,000 | -8.3% | 12,521 | +4.0% | 0.00% | 0.0% |
Q1 2022 | $1,876,000 | +36.6% | 12,045 | +37.3% | 0.00% | 0.0% |
Q4 2021 | $1,373,000 | +5.9% | 8,770 | -1.6% | 0.00% | 0.0% |
Q3 2021 | $1,296,000 | -1.4% | 8,909 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,315,000 | +90.6% | 8,909 | +82.5% | 0.00% | – |
Q1 2021 | $690,000 | +10.0% | 4,881 | -0.3% | 0.00% | – |
Q4 2020 | $627,000 | +11.2% | 4,896 | -2.4% | 0.00% | – |
Q3 2020 | $564,000 | +4.1% | 5,016 | +0.2% | 0.00% | – |
Q2 2020 | $542,000 | -45.9% | 5,005 | -51.9% | 0.00% | -100.0% |
Q1 2020 | $1,001,000 | -3.9% | 10,399 | +29.7% | 0.00% | 0.0% |
Q4 2019 | $1,042,000 | +43.7% | 8,016 | +31.6% | 0.00% | 0.0% |
Q3 2019 | $725,000 | +34.3% | 6,091 | +31.0% | 0.00% | – |
Q2 2019 | $540,000 | +167.3% | 4,650 | +158.5% | 0.00% | – |
Q1 2019 | $202,000 | +55.4% | 1,799 | +39.2% | 0.00% | – |
Q4 2018 | $130,000 | -13.3% | 1,292 | +0.2% | 0.00% | – |
Q3 2018 | $150,000 | +5.6% | 1,290 | 0.0% | 0.00% | – |
Q2 2018 | $142,000 | -97.5% | 1,290 | -97.5% | 0.00% | -100.0% |
Q1 2018 | $5,607,000 | -22.3% | 51,290 | -33.3% | 0.00% | -25.0% |
Q4 2014 | $7,214,000 | +14.1% | 76,947 | +9.6% | 0.00% | 0.0% |
Q3 2014 | $6,323,000 | -3.4% | 70,207 | -3.2% | 0.00% | 0.0% |
Q2 2014 | $6,543,000 | +55.2% | 72,495 | +49.3% | 0.00% | +33.3% |
Q1 2014 | $4,217,000 | -31.5% | 48,544 | -32.6% | 0.00% | -25.0% |
Q4 2013 | $6,157,000 | -45.7% | 72,073 | -50.2% | 0.00% | -50.0% |
Q3 2013 | $11,342,000 | – | 144,850 | – | 0.01% | – |
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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% |