ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,668,626 | -13.9% | 17,347 | -9.8% | 0.81% | -9.1% |
| Q2 2023 | $3,098,839 | +5.5% | 19,225 | -0.6% | 0.89% | -1.0% |
| Q1 2023 | $2,936,614 | +4.1% | 19,350 | -0.5% | 0.90% | -2.5% |
| Q4 2022 | $2,820,962 | +9.8% | 19,446 | -2.8% | 0.92% | +6.1% |
| Q3 2022 | $2,570,000 | -6.4% | 19,997 | +0.1% | 0.87% | -1.0% |
| Q2 2022 | $2,747,000 | -14.4% | 19,985 | -3.1% | 0.88% | -1.2% |
| Q1 2022 | $3,210,000 | -3.6% | 20,616 | -3.1% | 0.89% | -1.2% |
| Q4 2021 | $3,330,000 | +2.6% | 21,265 | -4.7% | 0.90% | -5.4% |
| Q3 2021 | $3,246,000 | -2.1% | 22,322 | -0.6% | 0.95% | -2.7% |
| Q2 2021 | $3,316,000 | +4.7% | 22,463 | +0.2% | 0.98% | -2.7% |
| Q1 2021 | $3,166,000 | -20.3% | 22,422 | -27.8% | 1.00% | -23.6% |
| Q4 2020 | $3,973,000 | +9.3% | 31,035 | -1.6% | 1.32% | +0.1% |
| Q3 2020 | $3,636,000 | -0.7% | 31,528 | -6.8% | 1.32% | -7.5% |
| Q2 2020 | $3,660,000 | +11.4% | 33,829 | -0.9% | 1.42% | -0.8% |
| Q1 2020 | $3,285,000 | -26.4% | 34,136 | -0.5% | 1.43% | -17.1% |
| Q4 2019 | $4,463,000 | +10.9% | 34,314 | +1.6% | 1.73% | +3.2% |
| Q3 2019 | $4,025,000 | -1.1% | 33,788 | -2.5% | 1.67% | -3.5% |
| Q2 2019 | $4,071,000 | +5.2% | 34,638 | +2.2% | 1.74% | -1.0% |
| Q1 2019 | $3,870,000 | +17.2% | 33,894 | +3.8% | 1.75% | +6.6% |
| Q4 2018 | $3,302,000 | -13.1% | 32,655 | +0.2% | 1.64% | -6.0% |
| Q3 2018 | $3,799,000 | +5.4% | 32,606 | -0.5% | 1.75% | -1.2% |
| Q2 2018 | $3,606,000 | +4.3% | 32,777 | +3.6% | 1.77% | -0.3% |
| Q1 2018 | $3,458,000 | +0.6% | 31,634 | +10.3% | 1.78% | +3.1% |
| Q4 2017 | $3,436,000 | +69.5% | 28,672 | +52.6% | 1.72% | +42.0% |
| Q3 2017 | $2,027,000 | +46.6% | 18,788 | +42.5% | 1.21% | +30.4% |
| Q2 2017 | $1,383,000 | – | 13,185 | – | 0.93% | – |
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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% |