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 2021 | $73,820,000 | -12.9% | 500 | -16.7% | 0.05% | -16.4% |
| Q1 2021 | $84,744,000 | +10.3% | 600 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $76,812,000 | +13.8% | 600 | 0.0% | 0.06% | -1.8% |
| Q3 2020 | $67,470,000 | +3.9% | 600 | 0.0% | 0.06% | -6.6% |
| Q2 2020 | $64,926,000 | +12.4% | 600 | 0.0% | 0.06% | -4.7% |
| Q1 2020 | $57,750,000 | -26.0% | 600 | 0.0% | 0.06% | +6.7% |
| Q4 2019 | $78,054,000 | +9.2% | 600 | 0.0% | 0.06% | +9.1% |
| Q3 2019 | $71,484,000 | +2.2% | 600 | 0.0% | 0.06% | -6.8% |
| Q2 2019 | $69,942,000 | +3.4% | 600 | 0.0% | 0.06% | -3.3% |
| Q1 2019 | $67,644,000 | +11.5% | 600 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $60,684,000 | – | 600 | – | 0.06% | – |
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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% |