ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 913 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070,452 | -4.9% | 6,958 | -0.3% | 0.12% | -0.8% |
| Q2 2023 | $1,125,089 | +6.8% | 6,980 | +0.6% | 0.12% | -0.8% |
| Q1 2023 | $1,053,296 | +3.7% | 6,941 | -0.9% | 0.12% | -3.2% |
| Q4 2022 | $1,015,581 | +14.1% | 7,001 | +1.1% | 0.12% | +8.8% |
| Q3 2022 | $890,000 | -5.9% | 6,923 | +0.6% | 0.11% | +1.8% |
| Q2 2022 | $946,000 | +19.7% | 6,883 | +25.4% | 0.11% | +20.4% |
| Q1 2022 | $790,000 | +40.1% | 5,487 | +52.5% | 0.09% | +75.5% |
| Q4 2021 | $564,000 | +9.1% | 3,598 | +1.2% | 0.05% | -3.6% |
| Q3 2021 | $517,000 | +4.4% | 3,555 | +6.1% | 0.06% | +61.8% |
| Q2 2021 | $495,000 | +118.1% | 3,352 | +108.2% | 0.03% | +25.9% |
| Q1 2021 | $227,000 | -88.2% | 1,610 | -90.2% | 0.03% | -94.0% |
| Q2 2019 | $1,918,000 | +3.5% | 16,455 | +0.1% | 0.45% | +8.5% |
| Q1 2019 | $1,853,000 | – | 16,432 | – | 0.41% | – |
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% |