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 | $1,260 | -4.2% | 8,189 | +0.4% | 0.42% | -2.8% |
| Q2 2023 | $1,315 | +6.2% | 8,159 | 0.0% | 0.43% | +0.2% |
| Q1 2023 | $1,238 | +5.3% | 8,159 | +0.6% | 0.43% | +4.4% |
| Q4 2022 | $1,176 | -99.9% | 8,109 | +2.8% | 0.41% | +4.6% |
| Q3 2022 | $1,014,000 | -6.5% | 7,889 | 0.0% | 0.39% | -3.7% |
| Q2 2022 | $1,084,000 | -12.7% | 7,889 | -1.1% | 0.41% | -2.9% |
| Q1 2022 | $1,242,000 | -0.2% | 7,979 | +0.4% | 0.42% | +2.2% |
| Q4 2021 | $1,244,000 | +11.3% | 7,944 | +3.3% | 0.41% | +3.3% |
| Q3 2021 | $1,118,000 | +0.2% | 7,691 | +1.8% | 0.40% | -1.5% |
| Q2 2021 | $1,116,000 | +6.2% | 7,556 | +1.5% | 0.40% | -0.2% |
| Q1 2021 | $1,051,000 | +11.2% | 7,444 | +0.8% | 0.40% | +2.5% |
| Q4 2020 | $945,000 | -17.1% | 7,384 | -27.2% | 0.40% | -26.3% |
| Q3 2020 | $1,140,000 | -1.3% | 10,141 | -5.0% | 0.54% | -6.8% |
| Q2 2020 | $1,155,000 | +2.7% | 10,676 | -8.7% | 0.58% | -10.2% |
| Q1 2020 | $1,125,000 | -27.2% | 11,687 | -1.7% | 0.64% | -15.5% |
| Q4 2019 | $1,546,000 | +10.0% | 11,885 | +0.7% | 0.76% | +4.3% |
| Q3 2019 | $1,406,000 | +2.0% | 11,800 | -0.2% | 0.73% | -1.2% |
| Q2 2019 | $1,378,000 | +6.3% | 11,822 | +2.8% | 0.74% | +5.3% |
| Q1 2019 | $1,296,000 | +14.0% | 11,499 | +2.3% | 0.70% | -0.7% |
| Q4 2018 | $1,137,000 | -13.3% | 11,243 | -0.7% | 0.70% | -16.2% |
| Q3 2018 | $1,311,000 | -2.2% | 11,317 | -7.1% | 0.84% | -11.6% |
| Q2 2018 | $1,341,000 | +1.1% | 12,182 | +0.4% | 0.95% | -4.4% |
| Q1 2018 | $1,327,000 | -13.3% | 12,137 | -9.2% | 0.99% | -15.8% |
| Q4 2017 | $1,531,000 | – | 13,363 | – | 1.18% | – |
Download | ||||||
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% |