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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,675 | -69.1% | 1,282 | -70.9% | 0.03% | -71.4% |
| Q1 2023 | $668,225 | +3.7% | 4,403 | -0.9% | 0.09% | -3.2% |
| Q4 2022 | $644,400 | +4.3% | 4,442 | -7.6% | 0.09% | +3.3% |
| Q3 2022 | $618,000 | -9.1% | 4,809 | -2.8% | 0.09% | +1.1% |
| Q2 2022 | $680,000 | -16.5% | 4,947 | -5.5% | 0.09% | +7.1% |
| Q1 2022 | $814,000 | -1.2% | 5,234 | -0.5% | 0.08% | +5.0% |
| Q4 2021 | $824,000 | +8.7% | 5,259 | +0.9% | 0.08% | -2.4% |
| Q3 2021 | $758,000 | -18.8% | 5,213 | -17.6% | 0.08% | -22.6% |
| Q2 2021 | $934,000 | +11.2% | 6,326 | +6.3% | 0.11% | -2.8% |
| Q1 2021 | $840,000 | +38.8% | 5,949 | +25.9% | 0.11% | +25.3% |
| Q4 2020 | $605,000 | -13.4% | 4,726 | -23.9% | 0.09% | -29.8% |
| Q3 2020 | $699,000 | +3.4% | 6,213 | -0.5% | 0.12% | -6.1% |
| Q2 2020 | $676,000 | -25.9% | 6,245 | -34.1% | 0.13% | -37.4% |
| Q1 2020 | $912,000 | -28.0% | 9,476 | -2.6% | 0.21% | -6.6% |
| Q4 2019 | $1,266,000 | +4.8% | 9,729 | -4.1% | 0.23% | -8.9% |
| Q3 2019 | $1,208,000 | +0.5% | 10,143 | -1.6% | 0.25% | -9.8% |
| Q2 2019 | $1,202,000 | +17.7% | 10,312 | +13.9% | 0.28% | +7.8% |
| Q1 2019 | $1,021,000 | +20.1% | 9,052 | +7.6% | 0.26% | +2.4% |
| Q4 2018 | $850,000 | +19.5% | 8,409 | +37.0% | 0.25% | +36.1% |
| Q3 2018 | $711,000 | +3.9% | 6,140 | -1.1% | 0.18% | -4.2% |
| Q2 2018 | $684,000 | -10.7% | 6,209 | -11.4% | 0.19% | -0.5% |
| Q1 2018 | $766,000 | -25.8% | 7,008 | -22.4% | 0.19% | -26.4% |
| Q4 2017 | $1,032,000 | +32.3% | 9,036 | +24.9% | 0.26% | +0.8% |
| Q3 2017 | $780,000 | -4.2% | 7,233 | -6.7% | 0.26% | +0.8% |
| Q2 2017 | $814,000 | +4.0% | 7,755 | +3.1% | 0.26% | -15.7% |
| Q1 2017 | $783,000 | +283.8% | 7,523 | +273.5% | 0.30% | +214.4% |
| Q4 2016 | $204,000 | -30.1% | 2,014 | -35.3% | 0.10% | -67.8% |
| Q4 2014 | $292,000 | +29.8% | 3,113 | +24.9% | 0.30% | -7.7% |
| Q2 2014 | $225,000 | -14.8% | 2,492 | -28.5% | 0.33% | -79.0% |
| Q2 2013 | $264,000 | +30.7% | 3,485 | +14.6% | 1.56% | +25.1% |
| Q4 2012 | $202,000 | – | 3,040 | – | 1.24% | – |
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% |