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 | $2,787,581 | -15.3% | 18,120 | -11.3% | 0.82% | -9.4% |
| Q2 2023 | $3,289,218 | -0.7% | 20,418 | -7.8% | 0.90% | +3.6% |
| Q1 2023 | $3,313,186 | -7.9% | 22,150 | -10.6% | 0.87% | -19.1% |
| Q4 2022 | $3,595,655 | +12.9% | 24,786 | +0.0% | 1.07% | +9.6% |
| Q3 2022 | $3,185,000 | -18.7% | 24,778 | -13.1% | 0.98% | -20.0% |
| Q2 2022 | $3,918,000 | -12.2% | 28,500 | -0.5% | 1.22% | -4.6% |
| Q1 2022 | $4,461,000 | +2.2% | 28,648 | +2.8% | 1.28% | -5.9% |
| Q4 2021 | $4,365,000 | +11.8% | 27,871 | +3.8% | 1.36% | +7.5% |
| Q3 2021 | $3,905,000 | -15.1% | 26,854 | -13.8% | 1.27% | -20.3% |
| Q2 2021 | $4,598,000 | +4.1% | 31,144 | -0.5% | 1.59% | -12.5% |
| Q1 2021 | $4,419,000 | +8.4% | 31,289 | -1.8% | 1.82% | -2.1% |
| Q4 2020 | $4,078,000 | +78.3% | 31,853 | +56.6% | 1.86% | +54.4% |
| Q3 2020 | $2,287,000 | +5.2% | 20,337 | +1.3% | 1.20% | -8.9% |
| Q2 2020 | $2,173,000 | -21.6% | 20,082 | -30.2% | 1.32% | -36.0% |
| Q1 2020 | $2,770,000 | +4.1% | 28,776 | +40.7% | 2.06% | +41.4% |
| Q4 2019 | $2,661,000 | +9.5% | 20,454 | +0.3% | 1.46% | +6.5% |
| Q3 2019 | $2,430,000 | +99.2% | 20,399 | +94.9% | 1.37% | +81.1% |
| Q2 2019 | $1,220,000 | +5.6% | 10,467 | +2.2% | 0.76% | -25.8% |
| Q1 2019 | $1,155,000 | +17.7% | 10,242 | +5.6% | 1.02% | -1.3% |
| Q4 2018 | $981,000 | – | 9,697 | – | 1.03% | – |
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% |