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 | $1,285,082 | -4.0% | 8,308 | 0.0% | 0.10% | -1.0% |
| Q2 2023 | $1,339,167 | +6.2% | 8,308 | 0.0% | 0.10% | -1.0% |
| Q1 2023 | $1,260,822 | +4.6% | 8,308 | 0.0% | 0.10% | -2.9% |
| Q4 2022 | $1,205,242 | +12.9% | 8,308 | 0.0% | 0.10% | +1.9% |
| Q3 2022 | $1,068,000 | -17.0% | 8,308 | -11.3% | 0.10% | -8.8% |
| Q2 2022 | $1,287,000 | -9.8% | 9,364 | +2.2% | 0.11% | +7.6% |
| Q1 2022 | $1,427,000 | -0.6% | 9,164 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $1,435,000 | +7.7% | 9,164 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $1,333,000 | -2.6% | 9,164 | -1.1% | 0.10% | -15.4% |
| Q2 2021 | $1,368,000 | +2.2% | 9,264 | -2.2% | 0.12% | -5.4% |
| Q1 2021 | $1,338,000 | +9.2% | 9,471 | -1.0% | 0.13% | -2.3% |
| Q4 2020 | $1,225,000 | -9.5% | 9,566 | -20.5% | 0.13% | -20.8% |
| Q3 2020 | $1,353,000 | +3.9% | 12,036 | 0.0% | 0.17% | -4.0% |
| Q2 2020 | $1,302,000 | +12.0% | 12,036 | -0.4% | 0.18% | -8.9% |
| Q1 2020 | $1,163,000 | – | 12,081 | – | 0.19% | – |
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% |