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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,383 | -4.6% | 243 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $39,169 | +6.2% | 243 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $36,878 | +4.6% | 243 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $35,252 | +6.8% | 243 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $33,000 | 0.0% | 243 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $33,000 | -13.2% | 243 | 0.0% | 0.02% | -6.2% |
| Q1 2022 | $38,000 | 0.0% | 243 | 0.0% | 0.02% | -5.9% |
| Q4 2021 | $38,000 | +8.6% | 243 | 0.0% | 0.02% | +6.2% |
| Q3 2021 | $35,000 | -2.8% | 243 | 0.0% | 0.02% | -23.8% |
| Q2 2021 | $36,000 | +5.9% | 243 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $34,000 | +9.7% | 243 | 0.0% | 0.02% | +15.8% |
| Q4 2020 | $31,000 | +19.2% | 243 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $26,000 | 0.0% | 243 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $26,000 | +13.0% | 243 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $23,000 | -28.1% | 243 | 0.0% | 0.02% | -13.6% |
| Q4 2019 | $32,000 | +10.3% | 243 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $29,000 | +3.6% | 243 | 0.0% | 0.02% | +4.8% |
| Q2 2019 | $28,000 | 0.0% | 243 | -0.8% | 0.02% | -12.5% |
| Q1 2019 | $28,000 | +12.0% | 245 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $25,000 | -10.7% | 245 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $28,000 | +3.7% | 245 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $27,000 | +3.8% | 245 | 0.0% | 0.02% | +4.2% |
| Q3 2017 | $26,000 | – | 245 | – | 0.02% | – |
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% |