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 | $1,523 | -5.5% | 9,900 | -0.9% | 0.54% | -9.5% |
| Q2 2023 | $1,611 | +2.3% | 9,993 | -3.7% | 0.60% | +2.7% |
| Q1 2023 | $1,575 | +1.5% | 10,376 | -3.0% | 0.58% | -5.2% |
| Q4 2022 | $1,551 | -99.3% | 10,692 | +514.8% | 0.62% | +486.7% |
| Q3 2022 | $224,000 | -11.8% | 1,739 | -5.8% | 0.10% | -3.7% |
| Q2 2022 | $254,000 | -6.3% | 1,847 | +6.0% | 0.11% | +11.2% |
| Q1 2022 | $271,000 | +2.7% | 1,743 | +3.3% | 0.10% | +6.5% |
| Q4 2021 | $264,000 | +7.8% | 1,688 | 0.0% | 0.09% | -4.2% |
| Q3 2021 | $245,000 | -7.9% | 1,688 | -6.4% | 0.10% | -10.3% |
| Q2 2021 | $266,000 | +19.3% | 1,803 | +14.3% | 0.11% | -5.3% |
| Q1 2021 | $223,000 | +5.2% | 1,578 | -4.9% | 0.11% | 0.0% |
| Q4 2020 | $212,000 | +14.0% | 1,659 | +0.1% | 0.11% | +1.8% |
| Q3 2020 | $186,000 | +3.9% | 1,658 | +0.1% | 0.11% | -5.9% |
| Q2 2020 | $179,000 | +12.6% | 1,657 | 0.0% | 0.12% | -16.9% |
| Q1 2020 | $159,000 | -26.0% | 1,657 | +0.1% | 0.14% | -10.7% |
| Q4 2019 | $215,000 | +8.0% | 1,656 | -0.8% | 0.16% | +4.6% |
| Q3 2019 | $199,000 | +1.0% | 1,670 | -0.9% | 0.15% | -3.8% |
| Q2 2019 | $197,000 | +3.7% | 1,686 | 0.0% | 0.16% | -2.5% |
| Q1 2019 | $190,000 | – | 1,686 | – | 0.16% | – |
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% |