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 | $389,026 | -0.4% | 2,529 | +4.4% | 0.03% | +3.4% |
| Q2 2023 | $390,527 | +4.8% | 2,423 | -1.3% | 0.03% | 0.0% |
| Q1 2023 | $372,688 | +6.0% | 2,456 | +1.4% | 0.03% | -3.3% |
| Q4 2022 | $351,472 | +13.7% | 2,423 | +0.7% | 0.03% | +3.4% |
| Q3 2022 | $309,000 | -6.9% | 2,406 | -0.4% | 0.03% | -6.5% |
| Q2 2022 | $332,000 | -11.2% | 2,415 | +0.6% | 0.03% | -3.1% |
| Q1 2022 | $374,000 | -0.3% | 2,400 | +0.3% | 0.03% | -3.0% |
| Q4 2021 | $375,000 | +101.6% | 2,394 | +87.0% | 0.03% | +83.3% |
| Q3 2021 | $186,000 | -1.6% | 1,280 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $189,000 | – | 1,280 | – | 0.02% | – |
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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% |