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 | $1,436,250 | -4.6% | 9,336 | 0.0% | 0.57% | -5.3% |
| Q2 2023 | $1,504,869 | +6.2% | 9,336 | 0.0% | 0.60% | -1.3% |
| Q1 2023 | $1,416,831 | +4.6% | 9,336 | 0.0% | 0.61% | -3.9% |
| Q4 2022 | $1,354,373 | +5.1% | 9,336 | -1.4% | 0.63% | -13.2% |
| Q3 2022 | $1,289,000 | -0.9% | 9,465 | 0.0% | 0.73% | -1.9% |
| Q2 2022 | $1,301,000 | -11.7% | 9,465 | 0.0% | 0.74% | +1.5% |
| Q1 2022 | $1,473,000 | -0.6% | 9,465 | 0.0% | 0.73% | +1.1% |
| Q4 2021 | $1,482,000 | +7.7% | 9,465 | 0.0% | 0.72% | -9.4% |
| Q3 2021 | $1,376,000 | -1.5% | 9,465 | 0.0% | 0.80% | -4.8% |
| Q2 2021 | $1,397,000 | +4.6% | 9,465 | 0.0% | 0.84% | -1.3% |
| Q1 2021 | $1,336,000 | -0.9% | 9,465 | -10.2% | 0.85% | +63.5% |
| Q4 2020 | $1,348,000 | +4.9% | 10,537 | -7.8% | 0.52% | -10.0% |
| Q3 2020 | $1,285,000 | +4.0% | 11,430 | +0.1% | 0.58% | -12.8% |
| Q2 2020 | $1,235,000 | +6.3% | 11,417 | -5.5% | 0.66% | -17.8% |
| Q1 2020 | $1,162,000 | -28.4% | 12,078 | -3.3% | 0.81% | -18.1% |
| Q4 2019 | $1,624,000 | +8.5% | 12,484 | -0.7% | 0.98% | -9.1% |
| Q3 2019 | $1,497,000 | +2.1% | 12,573 | -0.0% | 1.08% | -5.6% |
| Q2 2019 | $1,466,000 | +4.9% | 12,577 | +1.5% | 1.15% | +3.7% |
| Q1 2019 | $1,397,000 | +14.3% | 12,392 | +2.6% | 1.11% | +2.4% |
| Q4 2018 | $1,222,000 | – | 12,081 | – | 1.08% | – |
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% |