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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $466,000 | +104.4% | 2,970 | +48.5% | 0.00% | -60.0% |
| Q4 2017 | $228,000 | -61.6% | 2,000 | -63.6% | 0.01% | -61.5% |
| Q3 2017 | $594,000 | +2.9% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q2 2017 | $577,000 | +0.9% | 5,500 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $572,000 | -2.2% | 5,500 | -4.8% | 0.01% | -6.7% |
| Q4 2016 | $585,000 | +12.1% | 5,775 | +5.0% | 0.02% | +15.4% |
| Q3 2016 | $522,000 | +2.2% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q2 2016 | $511,000 | +3.2% | 5,500 | 0.0% | 0.01% | +7.7% |
| Q1 2016 | $495,000 | +1.6% | 5,500 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $487,000 | +5.4% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q3 2015 | $462,000 | -8.9% | 5,500 | 0.0% | 0.01% | -65.0% |
| Q2 2015 | $507,000 | -0.4% | 5,500 | 0.0% | 0.04% | +207.7% |
| Q1 2015 | $509,000 | -1.4% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q4 2014 | $516,000 | +4.2% | 5,500 | 0.0% | 0.01% | +7.7% |
| Q3 2014 | $495,000 | -0.4% | 5,500 | 0.0% | 0.01% | +8.3% |
| Q2 2014 | $497,000 | +4.0% | 5,500 | 0.0% | 0.01% | -7.7% |
| Q1 2014 | $478,000 | +1.7% | 5,500 | 0.0% | 0.01% | -7.1% |
| Q4 2013 | $470,000 | – | 5,500 | – | 0.01% | – |
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% |