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 | $1,439,617 | -13.4% | 9,358 | -9.3% | 0.15% | -29.2% |
Q2 2023 | $1,662,334 | +5.8% | 10,313 | -0.4% | 0.21% | -19.9% |
Q1 2023 | $1,571,001 | +9.7% | 10,352 | +4.9% | 0.26% | -0.4% |
Q4 2022 | $1,432,127 | +1.5% | 9,872 | -10.1% | 0.26% | -24.1% |
Q3 2022 | $1,411,000 | -16.5% | 10,976 | -10.7% | 0.34% | -7.3% |
Q2 2022 | $1,689,000 | -55.4% | 12,286 | -49.5% | 0.37% | -52.3% |
Q1 2022 | $3,787,000 | -7.2% | 24,319 | -6.6% | 0.78% | -10.3% |
Q4 2021 | $4,079,000 | +3.0% | 26,043 | -4.4% | 0.87% | -13.8% |
Q3 2021 | $3,960,000 | -2.5% | 27,231 | -1.0% | 1.01% | -8.9% |
Q2 2021 | $4,061,000 | +11.5% | 27,503 | +6.6% | 1.11% | -31.9% |
Q1 2021 | $3,643,000 | +34.6% | 25,792 | +22.0% | 1.63% | +23.2% |
Q4 2020 | $2,706,000 | +27.5% | 21,141 | +12.0% | 1.32% | +12.0% |
Q3 2020 | $2,122,000 | +8.4% | 18,875 | +4.4% | 1.18% | +13.5% |
Q2 2020 | $1,957,000 | +8.2% | 18,086 | -3.7% | 1.04% | -13.7% |
Q1 2020 | $1,808,000 | -21.8% | 18,780 | +5.7% | 1.20% | -14.7% |
Q4 2019 | $2,311,000 | – | 17,765 | – | 1.41% | – |
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% |