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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $116,000 | -81.4% | 841 | -79.0% | 0.09% | -38.3% |
| Q1 2022 | $623,000 | -1.9% | 4,003 | -1.3% | 0.14% | +4.4% |
| Q4 2021 | $635,000 | +7.6% | 4,056 | 0.0% | 0.14% | +1.5% |
| Q3 2021 | $590,000 | -1.5% | 4,056 | 0.0% | 0.13% | -2.2% |
| Q2 2021 | $599,000 | +51.3% | 4,056 | +44.7% | 0.14% | +38.8% |
| Q1 2021 | $396,000 | +10.3% | 2,804 | 0.0% | 0.10% | +48.5% |
| Q4 2020 | $359,000 | +12.5% | 2,804 | -1.3% | 0.07% | -1.5% |
| Q3 2020 | $319,000 | +3.9% | 2,841 | 0.0% | 0.07% | +1.5% |
| Q2 2020 | $307,000 | +13.7% | 2,841 | +1.3% | 0.07% | -5.7% |
| Q1 2020 | $270,000 | -20.8% | 2,804 | +6.9% | 0.07% | -4.1% |
| Q4 2019 | $341,000 | -59.3% | 2,622 | -62.7% | 0.07% | -50.7% |
| Q3 2019 | $837,000 | -26.6% | 7,024 | -31.8% | 0.15% | -43.1% |
| Q2 2019 | $1,141,000 | +23.2% | 10,297 | +25.4% | 0.26% | +47.7% |
| Q1 2019 | $926,000 | -10.4% | 8,211 | -19.6% | 0.18% | -21.1% |
| Q4 2018 | $1,033,000 | -21.0% | 10,215 | -9.0% | 0.22% | -14.9% |
| Q3 2018 | $1,307,000 | +9.6% | 11,220 | +4.3% | 0.26% | +1.6% |
| Q2 2018 | $1,192,000 | -2.1% | 10,762 | -3.4% | 0.26% | -4.8% |
| Q1 2018 | $1,218,000 | +1.7% | 11,139 | +6.2% | 0.27% | -4.2% |
| Q4 2017 | $1,198,000 | – | 10,486 | – | 0.28% | – |
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% |