ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449 | -4.7% | 2,918 | -0.0% | 0.07% | -1.4% |
| Q2 2023 | $471 | +5.8% | 2,919 | -0.4% | 0.07% | 0.0% |
| Q1 2023 | $445 | +2.1% | 2,931 | -2.5% | 0.07% | -5.4% |
| Q4 2022 | $436 | -99.9% | 3,007 | -3.5% | 0.07% | +8.8% |
| Q3 2022 | $400,000 | -7.4% | 3,115 | -0.9% | 0.07% | -1.4% |
| Q2 2022 | $432,000 | -8.9% | 3,142 | +3.2% | 0.07% | +7.8% |
| Q1 2022 | $474,000 | -2.9% | 3,045 | -2.2% | 0.06% | +3.2% |
| Q4 2021 | $488,000 | 0.0% | 3,114 | -7.2% | 0.06% | -6.1% |
| Q3 2021 | $488,000 | -1.8% | 3,356 | -0.3% | 0.07% | 0.0% |
| Q2 2021 | $497,000 | +4.0% | 3,366 | -0.6% | 0.07% | -1.5% |
| Q1 2021 | $478,000 | +5.1% | 3,387 | -4.6% | 0.07% | -4.3% |
| Q4 2020 | $455,000 | +35.0% | 3,550 | +18.6% | 0.07% | +14.8% |
| Q3 2020 | $337,000 | – | 2,994 | – | 0.06% | – |
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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% |