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 | $962,664 | -2.1% | 6,258 | +2.6% | 0.41% | +0.7% |
| Q2 2023 | $982,867 | -8.2% | 6,098 | -13.5% | 0.40% | -10.2% |
| Q1 2023 | $1,070,253 | +2.1% | 7,052 | -2.4% | 0.45% | -2.0% |
| Q4 2022 | $1,047,968 | +5.9% | 7,224 | -6.2% | 0.46% | -2.3% |
| Q3 2022 | $990,000 | -73.0% | 7,703 | -71.1% | 0.47% | -72.5% |
| Q2 2022 | $3,667,000 | -7.9% | 26,674 | +4.9% | 1.70% | -4.6% |
| Q1 2022 | $3,981,000 | 0.0% | 25,416 | 0.0% | 1.79% | 0.0% |
| Q4 2021 | $3,981,000 | +8.9% | 25,416 | +1.1% | 1.79% | -13.1% |
| Q3 2021 | $3,655,000 | -11.2% | 25,132 | -9.9% | 2.06% | -14.4% |
| Q2 2021 | $4,117,000 | +18.0% | 27,883 | +15.0% | 2.40% | +6.0% |
| Q1 2021 | $3,488,000 | +765.5% | 24,249 | +689.6% | 2.27% | +554.9% |
| Q4 2020 | $403,000 | – | 3,071 | – | 0.35% | – |
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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% |