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 | $1,340,612 | -5.4% | 8,667 | -1.4% | 0.17% | +9.9% |
| Q2 2023 | $1,417,505 | +6.2% | 8,794 | 0.0% | 0.15% | -1.9% |
| Q1 2023 | $1,334,577 | -33.2% | 8,794 | -36.2% | 0.16% | -25.5% |
| Q4 2022 | $1,998,194 | +91.0% | 13,774 | +69.3% | 0.21% | +71.9% |
| Q3 2022 | $1,046,000 | -33.8% | 8,138 | -29.1% | 0.12% | -27.1% |
| Q2 2022 | $1,579,000 | +56.5% | 11,486 | +77.2% | 0.17% | +67.7% |
| Q1 2022 | $1,009,000 | +60.9% | 6,481 | +62.0% | 0.10% | +67.8% |
| Q4 2021 | $627,000 | +7.7% | 4,001 | 0.0% | 0.06% | -4.8% |
| Q3 2021 | $582,000 | +1.7% | 4,001 | +3.2% | 0.06% | +3.3% |
| Q2 2021 | $572,000 | +112.6% | 3,876 | +87.4% | 0.06% | +27.7% |
| Q4 2019 | $269,000 | +11.6% | 2,068 | +2.4% | 0.05% | +2.2% |
| Q3 2019 | $241,000 | -1.2% | 2,020 | -3.3% | 0.05% | 0.0% |
| Q2 2019 | $244,000 | – | 2,089 | – | 0.05% | – |
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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% |