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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $654,411 | +12.8% | 4,511 | 0.0% | 0.04% | +2.4% |
| Q3 2022 | $580,000 | -6.5% | 4,511 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $620,000 | -11.7% | 4,511 | 0.0% | 0.04% | +17.1% |
| Q1 2022 | $702,000 | -0.7% | 4,511 | 0.0% | 0.04% | -14.6% |
| Q4 2021 | $707,000 | +7.8% | 4,511 | 0.0% | 0.04% | +7.9% |
| Q3 2021 | $656,000 | -1.5% | 4,511 | 0.0% | 0.04% | -9.5% |
| Q2 2021 | $666,000 | +4.6% | 4,511 | 0.0% | 0.04% | -4.5% |
| Q1 2021 | $637,000 | +10.4% | 4,511 | 0.0% | 0.04% | -6.4% |
| Q4 2020 | $577,000 | +13.8% | 4,511 | 0.0% | 0.05% | -19.0% |
| Q3 2020 | $507,000 | +3.9% | 4,511 | 0.0% | 0.06% | -38.3% |
| Q2 2020 | $488,000 | +12.4% | 4,511 | 0.0% | 0.09% | -23.6% |
| Q1 2020 | $434,000 | -26.1% | 4,511 | 0.0% | 0.12% | +151.0% |
| Q4 2019 | $587,000 | +9.3% | 4,511 | 0.0% | 0.05% | +2.1% |
| Q3 2019 | $537,000 | +2.1% | 4,511 | 0.0% | 0.05% | -4.0% |
| Q2 2019 | $526,000 | +3.3% | 4,511 | 0.0% | 0.05% | +6.4% |
| Q1 2019 | $509,000 | +11.6% | 4,511 | 0.0% | 0.05% | +6.8% |
| Q4 2018 | $456,000 | -12.8% | 4,511 | 0.0% | 0.04% | +2.3% |
| Q3 2018 | $523,000 | +5.2% | 4,511 | 0.0% | 0.04% | -6.5% |
| Q2 2018 | $497,000 | +9.0% | 4,511 | +8.3% | 0.05% | +9.5% |
| Q1 2018 | $456,000 | -4.2% | 4,167 | 0.0% | 0.04% | -16.0% |
| Q4 2017 | $476,000 | +5.8% | 4,167 | 0.0% | 0.05% | -19.4% |
| Q3 2017 | $450,000 | +3.0% | 4,167 | 0.0% | 0.06% | -26.2% |
| Q2 2017 | $437,000 | +0.7% | 4,167 | 0.0% | 0.08% | -5.6% |
| Q1 2017 | $434,000 | +2.8% | 4,167 | 0.0% | 0.09% | -21.9% |
| Q4 2016 | $422,000 | +7.9% | 4,167 | 0.0% | 0.11% | -35.2% |
| Q3 2016 | $391,000 | +1.0% | 4,167 | 0.0% | 0.18% | -18.1% |
| Q2 2016 | $387,000 | +3.2% | 4,167 | 0.0% | 0.22% | +5.9% |
| Q1 2016 | $375,000 | – | 4,167 | – | 0.20% | – |
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% |