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 | $1,798,543 | -4.5% | 11,691 | +0.1% | 0.65% | -4.7% |
| Q2 2023 | $1,882,537 | +3.4% | 11,679 | -2.6% | 0.68% | -2.7% |
| Q1 2023 | $1,820,295 | +5.3% | 11,995 | +0.7% | 0.70% | -0.3% |
| Q4 2022 | $1,728,652 | +3.6% | 11,916 | -8.3% | 0.71% | -14.5% |
| Q3 2022 | $1,669,000 | -6.6% | 12,988 | -0.0% | 0.83% | -2.6% |
| Q2 2022 | $1,786,000 | -15.0% | 12,992 | -3.8% | 0.85% | -12.8% |
| Q1 2022 | $2,102,000 | -1.1% | 13,501 | -0.5% | 0.97% | -6.5% |
| Q4 2021 | $2,125,000 | +5.4% | 13,567 | -2.1% | 1.04% | -19.3% |
| Q3 2021 | $2,016,000 | -2.8% | 13,864 | -1.3% | 1.29% | -8.3% |
| Q2 2021 | $2,074,000 | +1.8% | 14,045 | -2.6% | 1.41% | -11.2% |
| Q1 2021 | $2,038,000 | +9.3% | 14,426 | -0.9% | 1.58% | -1.6% |
| Q4 2020 | $1,864,000 | – | 14,562 | – | 1.61% | – |
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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% |