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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,293,147 | +4.6% | 8,521 | 0.0% | 0.30% | -2.9% |
| Q4 2022 | $1,236,000 | +12.9% | 8,521 | 0.0% | 0.31% | -3.7% |
| Q3 2022 | $1,095,000 | -6.5% | 8,521 | 0.0% | 0.32% | +0.3% |
| Q2 2022 | $1,171,000 | -11.8% | 8,521 | 0.0% | 0.32% | +11.5% |
| Q1 2022 | $1,327,000 | -0.6% | 8,521 | 0.0% | 0.29% | +9.5% |
| Q4 2021 | $1,335,000 | +7.7% | 8,521 | 0.0% | 0.26% | +1.2% |
| Q3 2021 | $1,239,000 | -2.1% | 8,521 | -0.6% | 0.26% | +1.6% |
| Q2 2021 | $1,265,000 | +4.5% | 8,570 | 0.0% | 0.26% | +9.4% |
| Q1 2021 | $1,210,000 | +10.3% | 8,570 | 0.0% | 0.23% | +4.5% |
| Q4 2020 | $1,097,000 | +21.2% | 8,570 | +6.4% | 0.22% | +12.1% |
| Q3 2020 | $905,000 | +11.5% | 8,051 | +7.3% | 0.20% | +4.7% |
| Q2 2020 | $812,000 | -3.1% | 7,502 | -13.8% | 0.19% | -15.2% |
| Q1 2020 | $838,000 | – | 8,704 | – | 0.22% | – |
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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% |