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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $217,000 | -11.1% | 1,396 | -10.6% | 0.02% | -5.0% |
| Q4 2021 | $244,000 | +7.5% | 1,561 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $227,000 | -1.3% | 1,561 | 0.0% | 0.02% | -8.7% |
| Q2 2021 | $230,000 | -29.2% | 1,561 | -32.2% | 0.02% | -32.4% |
| Q1 2021 | $325,000 | +60.1% | 2,302 | +47.5% | 0.03% | +47.8% |
| Q4 2019 | $203,000 | -30.5% | 1,561 | -38.2% | 0.02% | -42.5% |
| Q3 2018 | $292,000 | +5.0% | 2,524 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $278,000 | +0.7% | 2,524 | 0.0% | 0.04% | -2.5% |
| Q1 2018 | $276,000 | -4.2% | 2,524 | 0.0% | 0.04% | -2.4% |
| Q4 2017 | $288,000 | +5.9% | 2,524 | 0.0% | 0.04% | +2.5% |
| Q3 2017 | $272,000 | +2.6% | 2,524 | 0.0% | 0.04% | +2.6% |
| Q2 2017 | $265,000 | +0.8% | 2,524 | 0.0% | 0.04% | -2.5% |
| Q1 2017 | $263,000 | +2.7% | 2,524 | 0.0% | 0.04% | -2.4% |
| Q4 2016 | $256,000 | +6.7% | 2,524 | 0.0% | 0.04% | +5.1% |
| Q3 2016 | $240,000 | +2.6% | 2,524 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $234,000 | – | 2,524 | – | 0.04% | – |
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% |