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 | $31,638,122 | +49.5% | 205,656 | +56.6% | 1.74% | +58.9% |
| Q2 2023 | $21,166,699 | +10.3% | 131,315 | +3.9% | 1.10% | +7.2% |
| Q1 2023 | $19,189,259 | +37.5% | 126,395 | +31.4% | 1.02% | +20.5% |
| Q4 2022 | $13,956,427 | +23.7% | 96,205 | +9.6% | 0.85% | +8.3% |
| Q3 2022 | $11,285,000 | +14.5% | 87,805 | +22.4% | 0.78% | +5.2% |
| Q2 2022 | $9,860,000 | +46.8% | 71,732 | +66.3% | 0.74% | +38.3% |
| Q1 2022 | $6,717,000 | +18.5% | 43,137 | +19.2% | 0.54% | +19.3% |
| Q4 2021 | $5,668,000 | +23.4% | 36,185 | +14.5% | 0.45% | +20.3% |
| Q3 2021 | $4,595,000 | +2.1% | 31,601 | +3.7% | 0.38% | +1.4% |
| Q2 2021 | $4,500,000 | -3.4% | 30,479 | -7.6% | 0.37% | -11.1% |
| Q1 2021 | $4,660,000 | +640.9% | 32,994 | +571.8% | 0.42% | +582.0% |
| Q4 2020 | $629,000 | +20866.7% | 4,911 | +16834.5% | 0.06% | – |
| Q3 2019 | $3,000 | -50.0% | 29 | -44.2% | 0.00% | -100.0% |
| Q2 2019 | $6,000 | -76.9% | 52 | -77.2% | 0.00% | -80.0% |
| Q1 2019 | $26,000 | -98.9% | 228 | -99.0% | 0.01% | -99.0% |
| Q4 2018 | $2,373,000 | +5984.6% | 23,459 | +6799.7% | 0.50% | +3753.8% |
| Q3 2018 | $39,000 | -66.9% | 340 | -68.4% | 0.01% | -53.6% |
| Q2 2018 | $118,000 | – | 1,075 | – | 0.03% | – |
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% |