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 | $713,357 | -7.3% | 4,612 | -3.4% | 0.11% | -8.1% |
| Q2 2023 | $769,654 | +282.6% | 4,775 | +260.4% | 0.12% | +132.1% |
| Q1 2023 | $201,144 | +304.2% | 1,325 | +286.3% | 0.05% | +178.9% |
| Q4 2022 | $49,759 | +13.1% | 343 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $44,000 | -6.4% | 343 | 0.0% | 0.02% | -9.1% |
| Q2 2022 | $47,000 | -21.7% | 343 | -10.4% | 0.02% | -4.3% |
| Q1 2022 | $60,000 | -53.5% | 383 | -53.3% | 0.02% | -58.9% |
| Q4 2021 | $129,000 | +268.6% | 821 | +240.7% | 0.06% | +211.1% |
| Q3 2021 | $35,000 | – | 241 | – | 0.02% | – |
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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% |