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 | $1,993,749 | -4.6% | 12,960 | 0.0% | 0.41% | -6.4% |
| Q2 2023 | $2,089,005 | +2.4% | 12,960 | -3.6% | 0.44% | -3.3% |
| Q1 2023 | $2,039,486 | +3.9% | 13,439 | -0.7% | 0.45% | -7.6% |
| Q4 2022 | $1,963,797 | +15.0% | 13,537 | +1.9% | 0.49% | +0.4% |
| Q3 2022 | $1,708,000 | -6.7% | 13,291 | -0.2% | 0.48% | -8.5% |
| Q2 2022 | $1,830,000 | -12.3% | 13,312 | -0.7% | 0.53% | -6.0% |
| Q1 2022 | $2,087,000 | +79.4% | 13,401 | +29.9% | 0.56% | -21.6% |
| Q4 2021 | $1,163,000 | -39.2% | 10,318 | -21.5% | 0.72% | +3.6% |
| Q3 2021 | $1,912,000 | -0.1% | 13,151 | +1.5% | 0.69% | -7.5% |
| Q2 2021 | $1,913,000 | +1.3% | 12,958 | -3.1% | 0.75% | -6.4% |
| Q1 2021 | $1,889,000 | +10.4% | 13,377 | +0.1% | 0.80% | +1.3% |
| Q4 2020 | $1,711,000 | +14.3% | 13,365 | +0.4% | 0.79% | +1.8% |
| Q3 2020 | $1,497,000 | +3.5% | 13,311 | -0.4% | 0.78% | -3.0% |
| Q2 2020 | $1,446,000 | +2.8% | 13,362 | -8.5% | 0.80% | -12.4% |
| Q1 2020 | $1,406,000 | +6.5% | 14,610 | +44.0% | 0.91% | +29.8% |
| Q4 2019 | $1,320,000 | +8.9% | 10,147 | -0.3% | 0.70% | +2.2% |
| Q3 2019 | $1,212,000 | +1.8% | 10,175 | -0.4% | 0.69% | -2.1% |
| Q2 2019 | $1,191,000 | +2.4% | 10,217 | -1.0% | 0.70% | -2.1% |
| Q1 2019 | $1,163,000 | +9.3% | 10,318 | -1.9% | 0.72% | -2.3% |
| Q4 2018 | $1,064,000 | – | 10,517 | – | 0.74% | – |
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% |