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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $250,000 | -0.8% | 1,608 | 0.0% | 0.09% | +3.4% |
| Q4 2021 | $252,000 | +7.7% | 1,608 | 0.0% | 0.09% | -1.1% |
| Q3 2021 | $234,000 | -1.3% | 1,608 | 0.0% | 0.09% | +20.0% |
| Q2 2021 | $237,000 | +4.4% | 1,608 | 0.0% | 0.08% | -7.4% |
| Q1 2021 | $227,000 | +10.2% | 1,608 | 0.0% | 0.08% | -5.8% |
| Q4 2020 | $206,000 | -18.6% | 1,608 | -17.2% | 0.09% | -49.1% |
| Q4 2019 | $253,000 | -28.3% | 1,942 | -34.5% | 0.17% | -25.9% |
| Q3 2019 | $353,000 | -25.1% | 2,967 | -26.5% | 0.23% | -16.2% |
| Q2 2019 | $471,000 | -9.2% | 4,036 | -12.2% | 0.27% | -15.0% |
| Q1 2019 | $519,000 | +26.9% | 4,599 | +13.6% | 0.32% | -13.7% |
| Q4 2018 | $409,000 | -15.7% | 4,048 | -3.6% | 0.37% | +27.5% |
| Q3 2018 | $485,000 | +90.9% | 4,199 | +82.0% | 0.29% | +40.6% |
| Q2 2018 | $254,000 | – | 2,307 | – | 0.21% | – |
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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% |