ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 899 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,031,913 | +8382.2% | 123,712 | +8787.4% | 0.14% | +4733.3% |
| Q2 2023 | $224,376 | +6.2% | 1,392 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $211,250 | -32.5% | 1,392 | -38.9% | 0.00% | -57.1% |
| Q2 2022 | $312,996 | +2508.3% | 2,277 | +2348.4% | 0.01% | – |
| Q4 2020 | $12,000 | +20.0% | 93 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $10,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -86.8% | 93 | -86.3% | 0.00% | -90.0% |
| Q1 2019 | $76,000 | – | 677 | – | 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% |