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 2021 | $103,000 | -20.2% | 713 | -19.0% | 0.02% | -23.8% |
| Q2 2021 | $129,000 | +4.0% | 880 | 0.0% | 0.02% | -19.2% |
| Q1 2021 | $124,000 | -31.5% | 880 | -37.8% | 0.03% | -39.5% |
| Q4 2020 | $181,000 | +13.8% | 1,414 | 0.0% | 0.04% | -4.4% |
| Q3 2020 | $159,000 | +3.9% | 1,414 | 0.0% | 0.04% | +12.5% |
| Q2 2020 | $153,000 | +59.4% | 1,414 | +41.4% | 0.04% | +29.0% |
| Q1 2020 | $96,000 | -26.2% | 1,000 | 0.0% | 0.03% | -16.2% |
| Q4 2019 | $130,000 | +9.2% | 1,000 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $119,000 | +2.6% | 1,000 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $116,000 | – | 1,000 | – | 0.04% | – |
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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% |