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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $204,259 | +10.4% | 1,408 | -2.2% | 0.12% | +4.4% |
| Q3 2022 | $185,000 | -8.9% | 1,439 | -2.4% | 0.11% | -8.8% |
| Q2 2022 | $203,000 | -11.7% | 1,474 | -0.1% | 0.12% | -0.8% |
| Q1 2022 | $230,000 | -17.0% | 1,475 | -16.7% | 0.13% | -18.2% |
| Q4 2021 | $277,000 | +5.7% | 1,771 | -1.7% | 0.15% | -1.3% |
| Q3 2021 | $262,000 | -25.1% | 1,801 | -24.1% | 0.16% | -26.4% |
| Q2 2021 | $350,000 | +2.3% | 2,372 | -1.9% | 0.21% | -5.8% |
| Q1 2021 | $342,000 | -0.6% | 2,419 | -9.9% | 0.22% | -4.7% |
| Q4 2020 | $344,000 | +13.5% | 2,685 | -0.4% | 0.24% | -4.8% |
| Q3 2020 | $303,000 | -42.3% | 2,695 | -44.5% | 0.25% | -43.0% |
| Q2 2020 | $525,000 | -27.7% | 4,856 | -35.7% | 0.44% | -43.4% |
| Q1 2020 | $726,000 | -27.8% | 7,548 | -2.3% | 0.77% | -14.8% |
| Q4 2019 | $1,005,000 | -31.1% | 7,722 | -36.9% | 0.90% | +2.2% |
| Q3 2019 | $1,459,000 | -11.3% | 12,243 | -13.2% | 0.88% | -1.5% |
| Q2 2019 | $1,644,000 | -30.8% | 14,107 | -33.1% | 0.90% | -28.6% |
| Q1 2019 | $2,377,000 | +9.2% | 21,086 | -2.0% | 1.25% | +13.0% |
| Q4 2018 | $2,177,000 | -13.6% | 21,525 | -1.1% | 1.11% | -4.2% |
| Q3 2018 | $2,521,000 | +2.9% | 21,759 | -2.2% | 1.16% | -3.7% |
| Q2 2018 | $2,451,000 | -3.7% | 22,255 | -4.4% | 1.20% | -3.8% |
| Q1 2018 | $2,546,000 | -33.6% | 23,281 | -30.7% | 1.25% | -30.9% |
| Q4 2017 | $3,837,000 | +6.1% | 33,585 | +0.3% | 1.81% | -4.0% |
| Q3 2017 | $3,615,000 | -4.7% | 33,500 | -7.3% | 1.89% | -8.8% |
| Q2 2017 | $3,795,000 | -1.3% | 36,154 | -2.5% | 2.07% | -1.2% |
| Q1 2017 | $3,844,000 | -2.5% | 37,080 | -4.4% | 2.09% | -13.2% |
| Q4 2016 | $3,943,000 | -1.0% | 38,775 | -8.9% | 2.41% | -1.6% |
| Q3 2016 | $3,983,000 | -6.8% | 42,569 | -7.5% | 2.45% | -7.3% |
| Q2 2016 | $4,275,000 | -5.8% | 46,014 | -8.8% | 2.64% | -27.7% |
| Q1 2016 | $4,540,000 | +5.7% | 50,481 | +3.5% | 3.66% | +3.7% |
| Q4 2015 | $4,296,000 | – | 48,772 | – | 3.53% | – |
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% |