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 2021 | $1,293,000 | -5.6% | 8,889 | -4.2% | 0.09% | -5.4% |
| Q2 2021 | $1,370,000 | +13.0% | 9,281 | +8.2% | 0.09% | +3.4% |
| Q1 2021 | $1,212,000 | +122.0% | 8,580 | +101.2% | 0.09% | +111.9% |
| Q4 2020 | $546,000 | +47.6% | 4,264 | +39.4% | 0.04% | +31.2% |
| Q3 2020 | $370,000 | +46.8% | 3,058 | +31.4% | 0.03% | +33.3% |
| Q2 2020 | $252,000 | -77.4% | 2,328 | -79.9% | 0.02% | -81.2% |
| Q1 2020 | $1,113,000 | -52.4% | 11,566 | -35.6% | 0.13% | -41.3% |
| Q4 2019 | $2,336,000 | +314.9% | 17,958 | +279.7% | 0.22% | +263.3% |
| Q3 2019 | $563,000 | -51.5% | 4,730 | -52.5% | 0.06% | -50.4% |
| Q2 2019 | $1,161,000 | -13.6% | 9,959 | -16.4% | 0.12% | -17.1% |
| Q1 2019 | $1,343,000 | -40.9% | 11,913 | -47.0% | 0.15% | -48.2% |
| Q4 2018 | $2,274,000 | – | 22,485 | – | 0.28% | – |
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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% |