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 | $627,434 | -5.6% | 4,078 | -1.1% | 0.16% | +3.8% |
| Q2 2023 | $664,825 | +4.1% | 4,124 | -2.0% | 0.16% | -3.7% |
| Q1 2023 | $638,901 | +8.2% | 4,210 | +3.4% | 0.16% | -1.2% |
| Q4 2022 | $590,743 | +184.0% | 4,072 | +189.2% | 0.17% | +176.7% |
| Q2 2021 | $208,000 | -19.4% | 1,408 | -36.5% | 0.06% | -49.6% |
| Q2 2019 | $258,000 | +4.0% | 2,217 | +0.6% | 0.12% | -1.7% |
| Q1 2019 | $248,000 | +6.4% | 2,204 | -4.5% | 0.12% | -14.2% |
| Q4 2018 | $233,000 | – | 2,307 | – | 0.14% | – |
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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% |