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 | $293,681 | +0.1% | 1,909 | +4.8% | 0.14% | +4.4% |
| Q2 2023 | $293,527 | +6.2% | 1,821 | 0.0% | 0.14% | +3.1% |
| Q1 2023 | $276,355 | -56.9% | 1,821 | -58.8% | 0.13% | -58.8% |
| Q4 2022 | $640,484 | +13.0% | 4,415 | 0.0% | 0.32% | +14.4% |
| Q3 2022 | $567,000 | -3.7% | 4,415 | +3.0% | 0.28% | -1.8% |
| Q2 2022 | $589,000 | +7.1% | 4,286 | +21.4% | 0.28% | +27.5% |
| Q1 2022 | $550,000 | +6.6% | 3,531 | +7.2% | 0.22% | +34.5% |
| Q4 2021 | $516,000 | +7.7% | 3,295 | 0.0% | 0.16% | +0.6% |
| Q3 2021 | $479,000 | -1.4% | 3,295 | 0.0% | 0.16% | +3.1% |
| Q2 2021 | $486,000 | +4.5% | 3,295 | 0.0% | 0.16% | -9.1% |
| Q1 2021 | $465,000 | +10.2% | 3,295 | 0.0% | 0.18% | -19.7% |
| Q4 2020 | $422,000 | +22.0% | 3,295 | +7.1% | 0.22% | +12.4% |
| Q3 2020 | $346,000 | +3.9% | 3,078 | 0.0% | 0.19% | -7.6% |
| Q2 2020 | $333,000 | +33.2% | 3,078 | +18.7% | 0.21% | +12.3% |
| Q1 2020 | $250,000 | – | 2,594 | – | 0.19% | – |
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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% |