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 2021 | $201,000 | -1.5% | 1,384 | 0.0% | 0.03% | -3.3% |
| Q2 2021 | $204,000 | -2.4% | 1,384 | -23.2% | 0.03% | -30.2% |
| Q3 2018 | $209,000 | -6.7% | 1,803 | -11.4% | 0.04% | -12.2% |
| Q2 2018 | $224,000 | +0.9% | 2,034 | 0.0% | 0.05% | -3.9% |
| Q1 2018 | $222,000 | -7.5% | 2,034 | -3.2% | 0.05% | -5.6% |
| Q4 2017 | $240,000 | +5.7% | 2,102 | 0.0% | 0.05% | -1.8% |
| Q3 2017 | $227,000 | +2.7% | 2,102 | 0.0% | 0.06% | -1.8% |
| Q2 2017 | $221,000 | -19.9% | 2,102 | -20.7% | 0.06% | -22.2% |
| Q1 2017 | $276,000 | – | 2,652 | – | 0.07% | – |
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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% |