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 | $2,533,928 | -4.6% | 16,471 | 0.0% | 0.24% | -2.4% |
| Q2 2023 | $2,654,991 | +6.2% | 16,471 | +0.0% | 0.24% | -9.6% |
| Q1 2023 | $2,499,201 | +4.8% | 16,468 | +0.2% | 0.27% | -4.2% |
| Q4 2022 | $2,383,640 | +12.9% | 16,431 | +0.1% | 0.28% | -5.0% |
| Q3 2022 | $2,111,000 | -11.2% | 16,422 | +0.0% | 0.30% | -4.2% |
| Q2 2022 | $2,378,000 | +990.8% | 16,420 | +1070.3% | 0.31% | +401.6% |
| Q1 2022 | $218,000 | -0.9% | 1,403 | +0.1% | 0.06% | +5.1% |
| Q4 2021 | $220,000 | +8.4% | 1,402 | +0.1% | 0.06% | +13.5% |
| Q3 2021 | $203,000 | -28.0% | 1,400 | -26.9% | 0.05% | -30.7% |
| Q2 2021 | $282,000 | +43.1% | 1,914 | +36.7% | 0.08% | +29.3% |
| Q1 2021 | $197,000 | +10.1% | 1,400 | +0.2% | 0.06% | +7.4% |
| Q4 2020 | $179,000 | +175.4% | 1,397 | +140.9% | 0.05% | +184.2% |
| Q3 2020 | $65,000 | +4.8% | 580 | +0.5% | 0.02% | -17.4% |
| Q2 2020 | $62,000 | -94.4% | 577 | -95.0% | 0.02% | -94.4% |
| Q1 2020 | $1,117,000 | +16.8% | 11,602 | +57.9% | 0.41% | +19.7% |
| Q4 2019 | $956,000 | +44.8% | 7,346 | +32.5% | 0.35% | +18.5% |
| Q3 2019 | $660,000 | -99.9% | 5,543 | +9.4% | 0.29% | -2.3% |
| Q2 2019 | $590,410,000 | +118456.2% | 5,065 | +14.8% | 0.30% | +43.8% |
| Q1 2019 | $498,000 | +9860.0% | 4,413 | +9093.8% | 0.21% | +10300.0% |
| Q3 2017 | $5,000 | – | 48 | – | 0.00% | – |
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% |