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 | $5,388,076 | -19.1% | 35,024 | -15.2% | 1.11% | -11.2% |
| Q2 2023 | $6,657,887 | +6.9% | 41,305 | +0.6% | 1.26% | -0.6% |
| Q1 2023 | $6,229,711 | +7.2% | 41,050 | +2.5% | 1.26% | +61.7% |
| Q4 2022 | $5,812,310 | +15.2% | 40,066 | +2.1% | 0.78% | -36.5% |
| Q3 2022 | $5,044,000 | +8.2% | 39,248 | +15.8% | 1.23% | +29.9% |
| Q2 2022 | $4,661,000 | +79.0% | 33,905 | +102.8% | 0.95% | +103.9% |
| Q1 2022 | $2,604,000 | +52.5% | 16,720 | +53.3% | 0.46% | +63.4% |
| Q4 2021 | $1,708,000 | +30.0% | 10,908 | +20.7% | 0.28% | +21.9% |
| Q3 2021 | $1,314,000 | -14.7% | 9,036 | -13.4% | 0.23% | -17.1% |
| Q2 2021 | $1,540,000 | +8005.3% | 10,430 | +6298.8% | 0.28% | +3412.5% |
| Q2 2019 | $19,000 | -64.2% | 163 | -65.0% | 0.01% | -70.4% |
| Q1 2019 | $53,000 | +2550.0% | 466 | +3006.7% | 0.03% | +2600.0% |
| Q4 2018 | $2,000 | -99.7% | 15 | -99.8% | 0.00% | -99.8% |
| Q1 2018 | $698,000 | -9.9% | 6,526 | -1.3% | 0.52% | -11.0% |
| Q4 2017 | $775,000 | +11.4% | 6,612 | +3.3% | 0.58% | -6.8% |
| Q3 2017 | $696,000 | +18.8% | 6,399 | +14.6% | 0.62% | +1.8% |
| Q2 2017 | $586,000 | -7.9% | 5,586 | -9.1% | 0.61% | -8.8% |
| Q1 2017 | $636,000 | +20.7% | 6,143 | +18.7% | 0.67% | -7.1% |
| Q4 2016 | $527,000 | – | 5,177 | – | 0.72% | – |
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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% |