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 | $107,842 | -4.6% | 701 | 0.0% | 0.08% | +2.7% |
| Q2 2023 | $112,995 | +14.4% | 701 | +7.7% | 0.08% | +8.7% |
| Q1 2023 | $98,796 | +4.6% | 651 | 0.0% | 0.07% | +3.0% |
| Q4 2022 | $94,441 | +12.4% | 651 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $84,000 | -5.6% | 651 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $89,000 | -11.9% | 651 | 0.0% | 0.07% | +11.9% |
| Q1 2022 | $101,000 | -1.0% | 651 | 0.0% | 0.06% | +11.3% |
| Q4 2021 | $102,000 | +7.4% | 651 | 0.0% | 0.05% | -3.6% |
| Q3 2021 | $95,000 | -1.0% | 651 | 0.0% | 0.06% | +1.9% |
| Q2 2021 | $96,000 | +4.3% | 651 | +0.2% | 0.05% | -10.0% |
| Q1 2021 | $92,000 | +10.8% | 650 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $83,000 | +13.7% | 650 | 0.0% | 0.06% | -10.4% |
| Q3 2020 | $73,000 | +4.3% | 650 | 0.0% | 0.07% | -13.0% |
| Q2 2020 | $70,000 | +11.1% | 650 | 0.0% | 0.08% | -2.5% |
| Q1 2020 | $63,000 | -48.8% | 650 | -31.1% | 0.08% | -22.5% |
| Q4 2019 | $123,000 | +9.8% | 944 | 0.0% | 0.10% | -4.7% |
| Q3 2019 | $112,000 | +1.8% | 944 | 0.0% | 0.11% | +0.9% |
| Q2 2019 | $110,000 | +3.8% | 944 | 0.0% | 0.11% | -2.8% |
| Q1 2019 | $106,000 | +11.6% | 944 | 0.0% | 0.11% | -7.6% |
| Q4 2018 | $95,000 | – | 944 | – | 0.12% | – |
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% |