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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $97,417 | -23.7% | 604 | -28.2% | 0.01% | -23.1% |
| Q1 2023 | $127,685 | -38.7% | 841 | -41.4% | 0.01% | -43.5% |
| Q4 2022 | $208,372 | +167.1% | 1,436 | +137.7% | 0.02% | +155.6% |
| Q3 2022 | $78,000 | -6.0% | 604 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $83,000 | -11.7% | 604 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $94,000 | -59.7% | 604 | -59.4% | 0.01% | -58.3% |
| Q4 2021 | $233,000 | +65.2% | 1,486 | +53.8% | 0.02% | +50.0% |
| Q3 2021 | $141,000 | -1.4% | 966 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $143,000 | +11.7% | 966 | +6.6% | 0.02% | +6.2% |
| Q1 2021 | $128,000 | +10.3% | 906 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $116,000 | +12.6% | 906 | -1.3% | 0.02% | 0.0% |
| Q3 2020 | $103,000 | +4.0% | 918 | +0.3% | 0.02% | -5.9% |
| Q2 2020 | $99,000 | +12.5% | 915 | +0.5% | 0.02% | -5.6% |
| Q1 2020 | $88,000 | -25.4% | 910 | 0.0% | 0.02% | -14.3% |
| Q4 2019 | $118,000 | +63.9% | 910 | +49.7% | 0.02% | +50.0% |
| Q3 2019 | $72,000 | +1.4% | 608 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $71,000 | +4.4% | 608 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $68,000 | +11.5% | 607 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $61,000 | -12.9% | 607 | +0.5% | 0.01% | -6.7% |
| Q3 2018 | $70,000 | +6.1% | 604 | +0.7% | 0.02% | 0.0% |
| Q2 2018 | $66,000 | – | 600 | – | 0.02% | – |
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% |