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 | $383,473 | -4.6% | 2,493 | 0.0% | 0.07% | -4.0% |
| Q2 2023 | $401,794 | +6.6% | 2,493 | +0.4% | 0.08% | -5.1% |
| Q1 2023 | $376,972 | -78.1% | 2,484 | -79.0% | 0.08% | -75.9% |
| Q3 2021 | $1,719,000 | -97.0% | 11,818 | -97.0% | 0.33% | -97.2% |
| Q2 2021 | $58,017,000 | +393.3% | 392,960 | +371.9% | 11.55% | +347.7% |
| Q1 2021 | $11,761,000 | +17.8% | 83,271 | -13.3% | 2.58% | -58.6% |
| Q1 2017 | $9,987,000 | +19.6% | 95,992 | +16.5% | 6.23% | +10.6% |
| Q4 2016 | $8,350,000 | – | 82,362 | – | 5.63% | – |
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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% |