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 | $571,309 | +1.1% | 3,713 | +5.9% | 0.11% | -1.7% |
| Q2 2023 | $565,239 | -5.4% | 3,507 | -10.9% | 0.12% | -6.5% |
| Q1 2023 | $597,692 | +6.7% | 3,938 | +2.0% | 0.12% | +3.4% |
| Q4 2022 | $559,921 | -19.6% | 3,860 | -28.7% | 0.12% | -32.0% |
| Q3 2022 | $696,000 | +10.5% | 5,412 | +18.0% | 0.18% | +18.2% |
| Q2 2022 | $630,000 | -13.9% | 4,585 | -2.5% | 0.15% | +2.8% |
| Q1 2022 | $732,000 | -37.2% | 4,701 | -36.8% | 0.14% | -33.9% |
| Q4 2021 | $1,165,000 | +5.6% | 7,435 | -2.0% | 0.22% | -3.5% |
| Q3 2021 | $1,103,000 | -5.2% | 7,584 | -3.8% | 0.23% | -5.0% |
| Q2 2021 | $1,164,000 | +3.0% | 7,882 | -1.5% | 0.24% | -2.5% |
| Q1 2021 | $1,130,000 | +0.4% | 8,000 | -9.0% | 0.24% | -12.2% |
| Q4 2020 | $1,125,000 | +112400.0% | 8,787 | +8.8% | 0.28% | -16.5% |
| Q3 2020 | $1,000 | -99.9% | 8,079 | -9.6% | 0.33% | +16.4% |
| Q2 2020 | $967,000 | -6.8% | 8,935 | -17.1% | 0.29% | -23.1% |
| Q1 2020 | $1,037,000 | -22.9% | 10,772 | +4.2% | 0.37% | -3.4% |
| Q4 2019 | $1,345,000 | +15.6% | 10,339 | +5.3% | 0.38% | -16.8% |
| Q3 2019 | $1,163,000 | – | 9,815 | – | 0.46% | – |
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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% |