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 | $2,166 | -11.4% | 14,077 | -7.2% | 0.11% | -7.7% |
| Q2 2023 | $2,446 | -6.1% | 15,175 | -11.6% | 0.12% | -10.0% |
| Q1 2023 | $2,606 | +63.9% | 17,173 | +56.7% | 0.13% | +49.4% |
| Q4 2022 | $1,590 | -99.9% | 10,957 | -0.5% | 0.09% | +8.8% |
| Q3 2022 | $1,416,000 | -5.2% | 11,016 | +1.4% | 0.08% | -1.2% |
| Q2 2022 | $1,494,000 | -0.4% | 10,866 | +12.8% | 0.08% | +17.4% |
| Q1 2022 | $1,500,000 | +25.8% | 9,631 | +26.5% | 0.07% | +35.3% |
| Q4 2021 | $1,192,000 | +72.5% | 7,612 | +60.2% | 0.05% | +54.5% |
| Q3 2021 | $691,000 | -1.4% | 4,752 | +0.0% | 0.03% | 0.0% |
| Q2 2021 | $701,000 | +12.7% | 4,750 | +7.8% | 0.03% | -2.9% |
| Q1 2021 | $622,000 | – | 4,406 | – | 0.03% | – |
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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% |