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 | $7,969 | -4.6% | 51,804 | 0.0% | 1.28% | -3.3% |
| Q2 2023 | $8,350 | -8.4% | 51,804 | -13.7% | 1.32% | -10.6% |
| Q1 2023 | $9,114 | +4.8% | 60,056 | +0.2% | 1.48% | -0.6% |
| Q4 2022 | $8,697 | -99.9% | 59,947 | -25.3% | 1.49% | -22.4% |
| Q3 2022 | $10,307,000 | -6.5% | 80,198 | 0.0% | 1.92% | -3.9% |
| Q2 2022 | $11,024,000 | -17.3% | 80,198 | -6.3% | 2.00% | -5.1% |
| Q1 2022 | $13,327,000 | -6.0% | 85,582 | -5.5% | 2.10% | -0.4% |
| Q4 2021 | $14,180,000 | +3.1% | 90,532 | +0.1% | 2.11% | -8.7% |
| Q3 2021 | $13,754,000 | +0.9% | 90,467 | -2.1% | 2.31% | -8.6% |
| Q2 2021 | $13,637,000 | +4.8% | 92,366 | +0.3% | 2.53% | +3.7% |
| Q1 2021 | $13,011,000 | – | 92,120 | – | 2.44% | – |
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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% |