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 2022 | $760,000 | -9.3% | 5,914 | -2.9% | 0.34% | -0.6% |
| Q2 2022 | $838,000 | -17.6% | 6,090 | -6.7% | 0.34% | +0.9% |
| Q1 2022 | $1,017,000 | -2.5% | 6,528 | -1.9% | 0.34% | +11.1% |
| Q4 2021 | $1,043,000 | +2.9% | 6,657 | -4.5% | 0.31% | -7.8% |
| Q3 2021 | $1,014,000 | -10.6% | 6,970 | -9.2% | 0.33% | -8.5% |
| Q2 2021 | $1,134,000 | -5.0% | 7,679 | -9.2% | 0.36% | -12.5% |
| Q1 2021 | $1,194,000 | +10.0% | 8,457 | -0.2% | 0.42% | +5.1% |
| Q4 2020 | $1,085,000 | +14.2% | 8,475 | +0.3% | 0.40% | +4.5% |
| Q3 2020 | $950,000 | -2.7% | 8,452 | -6.3% | 0.38% | -8.7% |
| Q2 2020 | $976,000 | +8.2% | 9,021 | -3.8% | 0.41% | -18.7% |
| Q1 2020 | $902,000 | -12.3% | 9,375 | +18.5% | 0.51% | -12.2% |
| Q4 2019 | $1,029,000 | +8.2% | 7,911 | -0.9% | 0.58% | +2.3% |
| Q3 2019 | $951,000 | – | 7,979 | – | 0.57% | – |
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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% |