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 | $926,424 | -4.6% | 6,022 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $970,686 | +6.2% | 6,022 | 0.0% | 0.10% | -3.7% |
| Q1 2023 | $913,899 | +4.6% | 6,022 | 0.0% | 0.11% | -0.9% |
| Q4 2022 | $873,612 | +12.0% | 6,022 | -0.8% | 0.11% | -18.2% |
| Q3 2022 | $780,000 | -6.5% | 6,070 | 0.0% | 0.13% | -4.3% |
| Q2 2022 | $834,000 | -11.7% | 6,070 | 0.0% | 0.14% | -5.5% |
| Q1 2022 | $945,000 | +2150.0% | 6,070 | +2139.9% | 0.15% | +2333.3% |
| Q4 2021 | $42,000 | -63.8% | 271 | -65.6% | 0.01% | -76.9% |
| Q2 2021 | $116,000 | +4.5% | 787 | 0.0% | 0.03% | +4.0% |
| Q1 2021 | $111,000 | +9.9% | 787 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $101,000 | -4.7% | 787 | -16.8% | 0.02% | -13.8% |
| Q3 2020 | $106,000 | +3.9% | 946 | 0.0% | 0.03% | -3.3% |
| Q2 2020 | $102,000 | – | 946 | – | 0.03% | – |
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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% |