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 | $42,168,000 | -3.9% | 274,103 | +0.7% | 6.22% | +22.1% |
| Q2 2023 | $43,868,000 | +8.8% | 272,153 | +2.4% | 5.09% | +1.3% |
| Q1 2023 | $40,325,000 | +13.8% | 265,718 | +8.7% | 5.03% | -1.4% |
| Q4 2022 | $35,450,000 | +1.0% | 244,363 | -10.5% | 5.10% | -14.6% |
| Q3 2022 | $35,095,000 | +36.5% | 273,070 | +46.0% | 5.97% | +27.3% |
| Q2 2022 | $25,711,000 | +24.8% | 187,045 | +41.4% | 4.69% | +41.4% |
| Q1 2022 | $20,600,000 | +6.0% | 132,292 | +6.7% | 3.32% | +10.7% |
| Q4 2021 | $19,428,000 | +11.4% | 124,036 | +3.4% | 2.99% | +5.4% |
| Q3 2021 | $17,436,000 | +777.5% | 119,900 | +790.8% | 2.84% | +862.7% |
| Q2 2021 | $1,987,000 | +1.8% | 13,460 | -2.6% | 0.30% | -11.1% |
| Q1 2021 | $1,951,000 | – | 13,813 | – | 0.33% | – |
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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% |