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 | $1,101,956 | -8.3% | 7,163 | -3.9% | 0.12% | +2.5% |
| Q2 2023 | $1,201,994 | -26.7% | 7,457 | -31.0% | 0.12% | -32.8% |
| Q1 2023 | $1,640,830 | -4.8% | 10,812 | -9.0% | 0.18% | -14.7% |
| Q4 2022 | $1,724,157 | +11.5% | 11,885 | -1.2% | 0.21% | +4.5% |
| Q3 2022 | $1,546,000 | -12.6% | 12,028 | -6.5% | 0.20% | -7.3% |
| Q2 2022 | $1,768,000 | -17.2% | 12,862 | -6.3% | 0.22% | -16.8% |
| Q1 2022 | $2,136,000 | +11.2% | 13,720 | +11.9% | 0.26% | +13.4% |
| Q4 2021 | $1,921,000 | +11.1% | 12,262 | +3.2% | 0.23% | +2.2% |
| Q3 2021 | $1,729,000 | +1.1% | 11,887 | +2.6% | 0.23% | -2.6% |
| Q2 2021 | $1,711,000 | +5.9% | 11,589 | +1.3% | 0.23% | -4.9% |
| Q1 2021 | $1,615,000 | +10.0% | 11,435 | -0.3% | 0.24% | +4.3% |
| Q4 2020 | $1,468,000 | +16.6% | 11,466 | +2.4% | 0.23% | +1.7% |
| Q3 2020 | $1,259,000 | -1.8% | 11,199 | -5.5% | 0.23% | -11.5% |
| Q2 2020 | $1,282,000 | +60.2% | 11,846 | +42.5% | 0.26% | +36.1% |
| Q1 2020 | $800,000 | -30.0% | 8,315 | -5.4% | 0.19% | -16.6% |
| Q4 2019 | $1,143,000 | +4.9% | 8,790 | -4.0% | 0.23% | -13.6% |
| Q3 2019 | $1,090,000 | -1.4% | 9,153 | -3.5% | 0.26% | +0.8% |
| Q2 2019 | $1,106,000 | +0.8% | 9,487 | -2.5% | 0.26% | -14.3% |
| Q1 2019 | $1,097,000 | +6.2% | 9,730 | -4.7% | 0.31% | -1.0% |
| Q4 2018 | $1,033,000 | -15.8% | 10,213 | -3.6% | 0.31% | +0.3% |
| Q3 2018 | $1,227,000 | +20.5% | 10,591 | +14.5% | 0.31% | -8.8% |
| Q2 2018 | $1,018,000 | -5.8% | 9,246 | -6.5% | 0.34% | -6.6% |
| Q1 2018 | $1,081,000 | -15.6% | 9,891 | -11.8% | 0.36% | -10.6% |
| Q4 2017 | $1,281,000 | +0.2% | 11,212 | -5.3% | 0.41% | -2.2% |
| Q3 2017 | $1,278,000 | -6.4% | 11,845 | -8.9% | 0.42% | -10.4% |
| Q2 2017 | $1,365,000 | -5.9% | 13,007 | -6.8% | 0.46% | -8.7% |
| Q1 2017 | $1,451,000 | -0.7% | 13,949 | -3.2% | 0.51% | -2.7% |
| Q4 2016 | $1,461,000 | +1.1% | 14,416 | -5.3% | 0.52% | +0.2% |
| Q3 2016 | $1,445,000 | +2.2% | 15,216 | 0.0% | 0.52% | -0.4% |
| Q2 2016 | $1,414,000 | -99.9% | 15,216 | -1.0% | 0.52% | -4.6% |
| Q1 2016 | $1,381,864,000 | +100692.4% | 15,366 | -0.8% | 0.55% | -5.5% |
| Q4 2015 | $1,371,000 | – | 15,491 | – | 0.58% | – |
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% |