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 | $248,452 | -4.6% | 1,615 | 0.0% | 0.07% | -2.8% |
| Q2 2023 | $260,322 | -8.9% | 1,615 | -14.2% | 0.07% | -15.5% |
| Q1 2023 | $285,800 | +4.7% | 1,883 | +0.1% | 0.08% | -15.2% |
| Q4 2022 | $273,019 | +12.8% | 1,882 | +0.1% | 0.10% | +2.1% |
| Q3 2022 | $242,000 | -6.9% | 1,880 | -0.7% | 0.10% | -4.0% |
| Q2 2022 | $260,000 | -11.0% | 1,893 | +0.9% | 0.10% | -5.6% |
| Q1 2022 | $292,000 | +0.7% | 1,877 | +0.1% | 0.11% | -1.8% |
| Q4 2021 | $290,000 | +23.4% | 1,876 | +16.2% | 0.11% | +17.2% |
| Q3 2021 | $235,000 | +13.0% | 1,615 | +14.9% | 0.09% | -3.1% |
| Q2 2021 | $208,000 | -5.5% | 1,406 | -9.8% | 0.10% | -10.3% |
| Q1 2021 | $220,000 | – | 1,559 | – | 0.11% | – |
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% |