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 | $572,592 | +60.0% | 3,722 | +67.7% | 0.11% | +76.2% |
| Q2 2023 | $357,842 | +0.1% | 2,220 | -5.8% | 0.06% | -11.3% |
| Q1 2023 | $357,545 | -13.8% | 2,357 | -17.5% | 0.07% | -19.3% |
| Q4 2022 | $414,610 | -43.6% | 2,858 | -50.0% | 0.09% | -38.9% |
| Q3 2022 | $735,000 | +51.2% | 5,716 | +61.8% | 0.14% | +193.9% |
| Q2 2022 | $486,000 | -21.5% | 3,533 | -11.2% | 0.05% | -9.3% |
| Q1 2022 | $619,000 | +4.4% | 3,978 | +5.2% | 0.05% | +12.5% |
| Q4 2021 | $593,000 | +34.5% | 3,783 | +24.7% | 0.05% | +23.1% |
| Q3 2021 | $441,000 | -99.7% | 3,033 | +142.6% | 0.04% | +14.7% |
| Q2 2019 | $145,712,000 | – | 1,250 | – | 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% |