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 | $119,534 | -4.6% | 777 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $125,245 | +725.3% | 777 | +677.0% | 0.02% | +700.0% |
| Q1 2023 | $15,176 | +4.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14,507 | +20.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -18.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $16,000 | -69.2% | 100 | -69.9% | 0.00% | -66.7% |
| Q4 2021 | $52,000 | +246.7% | 332 | +232.0% | 0.01% | +200.0% |
| Q3 2021 | $15,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 100 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $13,000 | +18.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q2 2020 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | -35.7% | 100 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $14,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | -8.3% | 100 | 0.0% | 0.00% | -40.0% |
| Q3 2018 | $12,000 | -95.4% | 100 | -94.9% | 0.01% | -97.3% |
| Q2 2016 | $262,000 | – | 1,953 | – | 0.19% | – |
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% |