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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $934,235 | -72.8% | 6,156 | -74.0% | 0.08% | -72.9% |
| Q4 2022 | $3,436,564 | +31.7% | 23,689 | +16.6% | 0.30% | +21.4% |
| Q3 2022 | $2,610,000 | -0.3% | 20,309 | +6.6% | 0.24% | +6.1% |
| Q2 2022 | $2,618,000 | -25.1% | 19,045 | -15.1% | 0.23% | -12.6% |
| Q1 2022 | $3,493,000 | +7.7% | 22,435 | +8.3% | 0.26% | +15.4% |
| Q4 2021 | $3,244,000 | +62.9% | 20,710 | +51.3% | 0.23% | +56.6% |
| Q3 2021 | $1,991,000 | +4.8% | 13,691 | +6.4% | 0.14% | +5.8% |
| Q2 2021 | $1,900,000 | +505.1% | 12,868 | +478.6% | 0.14% | +470.8% |
| Q1 2021 | $314,000 | +31.9% | 2,224 | +21.4% | 0.02% | +14.3% |
| Q4 2019 | $238,000 | +9.2% | 1,832 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $218,000 | -8.0% | 1,832 | -9.6% | 0.02% | -8.7% |
| Q2 2019 | $237,000 | -10.9% | 2,026 | -14.2% | 0.02% | -11.5% |
| Q1 2019 | $266,000 | +1.5% | 2,361 | -8.9% | 0.03% | -10.3% |
| Q4 2018 | $262,000 | -24.5% | 2,591 | -13.6% | 0.03% | -14.7% |
| Q3 2018 | $347,000 | +26.6% | 2,998 | +20.3% | 0.03% | +36.0% |
| Q2 2018 | $274,000 | +0.7% | 2,492 | 0.0% | 0.02% | +4.2% |
| Q1 2018 | $272,000 | -4.6% | 2,492 | 0.0% | 0.02% | -17.2% |
| Q4 2017 | $285,000 | +5.9% | 2,492 | 0.0% | 0.03% | +3.6% |
| Q3 2017 | $269,000 | – | 2,492 | – | 0.03% | – |
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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% |