ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $12,000 | -7.7% | 91 | +11.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | +116.7% | 82 | +105.0% | 0.00% | +100.0% |
| Q4 2021 | $6,000 | -83.3% | 40 | -87.9% | 0.00% | -93.3% |
| Q2 2020 | $36,000 | -96.3% | 331 | -96.7% | 0.03% | -97.0% |
| Q1 2020 | $963,000 | -20.4% | 10,005 | +7.6% | 1.00% | -59.5% |
| Q4 2019 | $1,210,000 | +10.2% | 9,302 | +0.9% | 2.47% | +3.8% |
| Q3 2019 | $1,098,000 | +7.4% | 9,220 | +5.1% | 2.38% | -3.8% |
| Q2 2019 | $1,022,000 | +4.4% | 8,770 | +1.0% | 2.47% | -47.2% |
| Q1 2019 | $979,000 | – | 8,683 | – | 4.68% | – |
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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% |